PS Help: Tax - Australia 2018
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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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typeinfo

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:

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titleTo navigate to an item in an individual return

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

  • 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.

  • 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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titleATO 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

Acronym
Amendment schedule

bk 

amd
Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet)

py 

bk
Employment

Termination Payments

termination payments

bj

py
Interest and

Dividend Deductions Schedulefi 

dividend deductions bj
Non-resident foreign income

schedule

att 

fi
Other attachments

schedule 

(A)

ps 

att
Payment summary schedule

rep

ps
Rental

Schedules

schedule (B

and BR

)  

pl 

ren
Superannuation lump sum schedule

w

pl
Work-related expenses

- ATO Schedule

w
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titleATO forms

Forms associated with

Individual

individual returns that are lodged separately are:

Acronym
Description

cua

Acronym

Add or delete a client – Individuals (

PLS

CUREL)

gi

cua
Annual instalment activity statement

gr

gi
Annual GST return

ga

gr
Business activity statement

- BAS

cuc

ga
Change or advise address for a client – Individuals (

PLS

CUADDR)

cuf

cuc
Change details – Individual (

PLS

CUDTL)

ey

cuf
Excess concessional contributions

(EY) ECCgb

ey
Fringe benefits tax return (EB)fbt
Instalment activity statement

cuh

gb
Returns not necessary – Individuals (

PLS

CURNN)

 

cuh

 

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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
egc
Acronym
Additional PAYG Payment Summary
aga 
egc
Australian Government allowances and payments
worksheet
agp 
aga
Australian Government
Pensions
pensions and
Allowances worksheet
allowances
asi 
agp
Annuities and superannuation income streams
worksheet
pen
asi
Annuity and
Super Income Stream Offset g
super income stream offset (T2) pen
Capital gains worksheet (select Populate BW to generate an attachment for lodgment)
sbw
g
Capital works deductions worksheet
cmt
sbw
Cost of managing tax affairs
dip
cmt
Distributions from
Partnerships
partnerships worksheet
dit
dip
Distributions received from
Trusts
trusts worksheet
ddd
dit
Dividend
Deductions
deductions
esi
ddd
Early stage investor offset
worksheet
(T9)
esv
esi
Early stage venture capital limited partnership (T8)
eps
esv
Emergency
Payment
payment schedule
emp
eps
Employee
Share Schemes worksheetfmd
share schemesemp
Farm
Management Deposits
management deposits and
Repayments
repayments
fms
fmd
Forestry managed investment scheme
worksheet
for
fms
Foreign income
worksheet
ref
for
Foreign
Rental Property Worksheet div
rental property ref
Gross dividends
worksheet
it
div
Intangible/
Tangible
tangible depreciating assets
worksheet
int
it
Interest income
worksheet
idd
int
Interest
Deductions worksheet
deductions
epi
idd
Interest on early payments
worksheet
shz
epi
Invalid and invalid carer and
Zone
zone offset
worksheet
(T6)
tgp
shz
IT3 Tax-free Government pensions
worksheet
tfi
tgp
IT4 Target
Foreign Income worksheetfil
foreign incometfi
IT5 Financial investment income and deductions
rpl
fil
IT6 Net Rental income and deductions
lcr
rpl
Landcare and water facility tax offset (T7)
bon
lcr
Life insurance comp and friendly societies bonuses, Bonus
Offsets
offsets
mls
bon
Medicare
Levy Surcharge
levy surcharge
mlv
mls
Medicare
Levy Worksheet
levy and Part-
Year Tax-Free Thresholdu
year tax-free thresholdmlv
Minors
worksheet
mve
u
Motor vehicle
worksheet
ode
mve
Net medical expenses for disability aids, attendant care or aged care (T5)reb
Other deductions
worksheet
(ode)
oiy
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 blaP9 Business Loss Activities Schedule xPG
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) WorksheetxPIPAYG Instalment Income Estimate Worksheet psc
adjusted instalment estimate)xPG
PAYG instalment income estimatexPI
Personal superannuation contributions
pyl
psc
Prior
Year Losses Worksheet phi
year lossespyl
Private health insurance policy details
a 
phi
Schedule A
Reconciliation
reconciliation
b 
a
Schedule B (business income worksheet)
c
b
Schedule C (primary production worksheet)
sbt Share of net small business income worksheet sbe
c
Senior Australian and pensioner (T1)reb
Small business entity eligibility tests
worksheet
sbc 
sbe
Small business income
worksheet
sdtSpecial Disability Trusts Offsets worksheetsccSpouse Superannuation Contribution Offset WorksheetsscSuperannuation super contribution worksheets scoSuper Co-contributions What-ifwhm
sbc
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 income
worksheet
sed
whm
Work-related self-education expenses
worksheet

Tax Offsets for the Individual return are:

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titleATO forms

Forms associated with Individual returns that are lodged separately are:

AcronymDescriptioncua

Add or delete a client – Individuals (PLS CUREL)

giAnnual instalment activity statementgrAnnual GST returngaBusiness activity statement - BAS cucChange or advise address for a client – Individuals (PLS CUADDR)cufChange details – Individual (PLS CUDTL)eyExcess concessional contributions (EY) ECCgbInstalment activity statementcuhReturns not necessary – Individuals (PLS CURNN)
sed
Zone or overseas forces offset (T4)shz
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titleProcesses for Individual individual returns

Processes for Individual 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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titleRelated topics
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Income tax returns

Income Tests

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