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For a list of changes in Tax for the current release click the link Using MYOB AE/AO Tax.

Click this link for Individual tax return instructions 2018 on the ATO website.

Click this link ATO information on What’s new when completing the Individual tax return.

Data Entry

See the ATO website for

Data entry

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Pre-fill functionality is available from 2017 individual returns onwardsfor individuals. See Getting started with ATO Pre-fill for more information.

The return items are grouped by category in a series of tab cards:

  • To go forward through the tab cards, press Ctrl+Tab

  • To go back through the tab cards, press Ctrl+Shift+Tab.

  • The navigation pane displays the items relevant to the tab card that is open.

  • Select an item from the navigation pane.

  • Left-click in a field to move focus to that field.

  • The Tab key moves forward through the items on the window.

  • Press F2 and type an item number to move to the first field at that item.

  • Press Shift+F2 for a summary of entered items for the current and previous income years.
Lodgable

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titleTo navigate to an item in an individual return

Forms lodged independently of the main return are:

AcronymDescription
eyExcess concessional contributions (EY) ECC
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titleAssociated forms lodged independently of the main return
  • Select an item from the navigation pane.

  • The navigation pane displays the items relevant to the tab card that is open.

  • The Tab key moves forward through the items on the window.

  • To go forward through the tab cards, press Ctrl+Tab

  • To go back through the tab cards, press Ctrl+Shift+Tab.

Excerpt
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title

ATO schedules

Data entered in ‘lodgable’ schedules

will generate

generates an attachment

to the Individual return for lodgment

that is lodged with the ATO.

Lodgable

LodgableATO schedules are:

Acronym
Description

 amd
bk 

att Other attachments schedule (A)
bj Interest and Dividend Deductions
amd
Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet)

fi 

scheduleps 

pl Superannuation lump sum schedulerepRental Schedules

py Employment Termination Payments

and BR

)  

w

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titleATO

Schedule

forms

Forms associated with individual returns that are lodged separately are:

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titleWorksheets

For dissection purposes, a Generic Schedule generic schedule or a data entry grid is provided at all fields for which where no specialised worksheet is provided.

The following list shows worksheets that support the return but do not generate lodgable attachments.

These worksheets are opened for a Form EI by by clicking the item label or selecting Preparation > Schedule:

Acronym
Description
Schedule A Reconciliationaga 
Acronym
Additional PAYG Payment Summaryegc
Australian Government allowances and payments
worksheet
agp 
aga
Australian Government
Pensions
pensions and
Allowances worksheet
allowances
asi 
agp
Annuities and superannuation income streams
worksheet g
sbt Share of net small business income worksheet sbc Small business income worksheet Schedule B (business income worksheet)blaP9 Business Loss Activities Schedule bonLife insurance comp and friendly societies bonuses, Bonus Offsetscmt
asi
Annuity and super income stream offset (T2) pen
Capital gains worksheet (select Populate BW to generate an attachment for lodgment)
cSchedule C (primary production worksheet)
g
Capital works deductions worksheet sbw
Cost of managing tax affairs
ddddip
cmt
Dividend Deductions
Distributions from
Partnerships
partnerships worksheet
dit
dip
Distributions received from
Trusts esi
trusts worksheet
divGross dividends worksheet egcAdditional PAYG Payment SummaryempEmployee Share Schemes worksheetepiInterest on early payments worksheetepsEmergency Payment schedule
dit
Dividend deductions ddd
Early stage investor offset
worksheet
(T9)
esvfms
esi
Early stage venture capital limited partnership (T8)
filIT5 Financial investment income and deductions fmdFarm Management Deposits and Repayments
esv
Emergency payment schedule eps
Employee share schemesemp
Farm management deposits and repaymentsfmd
Forestry managed investment scheme
worksheet
for
fms
Foreign income
worksheet
iddInterest Deductions worksheet intInterest income worksheet it
for
Foreign rental property ref
Gross dividends div
Intangible/
Tangible
tangible depreciating assets
worksheet
lcr
it
Interest income int
Interest deductions idd
Interest on early paymentsepi
Invalid and invalid carer and zone offset (T6) shz
IT3 Tax-free Government pensions tgp
IT4 Target foreign incometfi
IT5 Financial investment income and deductions fil
IT6 Net Rental income and deductions rpl
Landcare and water facility tax offset (T7)
mlsMedicare Levy Surcharge mlvMedicare Levy Worksheet and Part-Year Tax-Free ThresholdmveMotor vehicle worksheet odeOther deductions worksheet (ode)oiy
lcr
Life insurance comp and friendly societies bonuses, Bonus offsetsbon
Medicare levy surcharge mls
Medicare levy and Part-year tax-free thresholdmlv
Minors u
Motor vehicle mve
Net medical expenses for disability aids, attendant care or aged care (T5)reb
Other deductions (ode)ode
Other income - Category 1
worksheet
oix
oiy
Other income - Category 2
worksheet
oiv
oix
Other income - Category 3
worksheet
oos
oiv
Other non-refundable tax
offset worksheetsoveOverseas Pensions/Annuities and Salary Income worksheet penAnnuity and Super Income Stream Offset phi
offsets (T10)reb
Other refundable tax offset (T11)oos
Overseas pensions/annuities and salary incomeove
P9 Business loss activities schedule bla
PAYG (GDP-adjusted instalment estimate)xPG
PAYG instalment income estimatexPI
Personal superannuation contributions psc
Prior year lossespyl
Private health insurance policy details
pscPersonal superannuation contributions pylPrior Year Losses Worksheet refForeign Rental Property Worksheet rplIT6 Net Rental income and deductions sbe
phi
Schedule A reconciliationa
Schedule B (business income worksheet)b
Schedule C (primary production worksheet)c
Senior Australian and pensioner (T1)reb
Small business entity eligibility tests
worksheet
sbwCapital works deductions worksheet sccSpouse Superannuation Contribution Offset WorksheetscoSuper Co-contributions What-ifsdtSpecial Disability Trusts Offsets worksheetsed
sbe
Small business incomesbc
Share of net small business incomesbt
Special disability trusts offsetssdt
Spouse superannuation contribution offset (T3)scc
Super co-contributions (What-if)sco
Superannuation super contributionssc
Working holiday makers net incomewhm
Work-related self-education expenses
worksheet
shz
sed
Invalid and invalid carer and Zone offset worksheet sscSuperannuation super contribution worksheets tfiIT4 Target Foreign Income worksheettgpTax-free Government pensions worksheet (IT3) uMinors worksheet xPGPAYG (GDP-Adjusted Instalment Estimate) WorksheetxPIPAYG Instalment Income Estimate Worksheet

Tax Offsets for the Individual return are:

Forms associated with Individual returns that are lodged separately are:

Processes for Individual returns include:

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titleForms
AcronymDescription
cua

Add or delete a client – Individuals (PLS CUREL)

cucChange or advise address for a client – Individuals (PLS CUADDR)
cufChange details – Individual (PLS CUDTL)
cuhReturns not necessary – Individuals (PLS CURNN)
gaBusiness activity statement - BAS
gbInstalment activity statement
giAnnual instalment activity statement
grAnnual GST return
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titleProcesses for Individual returns
Processes for individual returns

Processes for individual returns include:

UI Expand
titlePAYG Instalment Estimates

Where the Individual an individual is liable to pay PAYG Instalmentsinstalments, a choice of two Whatwhat-if PAYG Instalment instalment estimates may be created (Instalment Income by Base rate xPI or GDP-Adjusted instalment xPG), by opening the relevant one from the Preparation > Schedule menu and electing to use values from either the current year or the two immediate prior year returns.

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