Returns

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

Click this link for Individual tax return instructions 2017 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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type	info

Pre-fill functionality is available for individuals. See Getting started with ATO Pre-fill for more information.

The return items are grouped by category in a series of Tab Cardstab cards:INSERTIMAGE Image Removed

Image Added

- Front

Cover information.

- cover
- Income (

including

- includes Supplementary Income

items

- )

.

- Deductions and Losses (

including

- includes Supplementary

Deductions items

- deductions)

and

Losses

.

- Tax

Offset items in Form EI (including

- offsets (includes Supplementary Tax offsets

items

- )

.

- Medicare

and Health insurance.

Adjustments Credits, A1 Under 18, (including HECS/TSL/SSL & ABSTUDY SSL/SFSS repayment income) A2 Part year tax free threshold, A3 Government super contributions, A4 Working holiday maker net income, A5 Amount on which Family Distribution Tax has been paid and C1 Credit for interest on early payments.
Income Tests.
Spouse Details Item SD (Consent for spouse's FTB repayment).
Business and Professional items.

To navigate to any item in the Individual return:

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 for the tab card that is open.
Any item may be selected from the navigation pane.
Pointing the mouse at a field and left clicking once will move focus to that field.

The [

Tab

]

- Adj Credits
- Income tests
- Spouse details (includes Family assistance consent)
- Business items.

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title	To 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

open tab card.

Pressing [F2] and keying a known item number move to the first data entry field at that item.

Lodgable

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

Acronym
Amendment schedule

(

amd

)

bk

att

Other attachments schedule (att) (A)

bj

Interest and Dividend Deductions (BJ)

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

(g

)

fi

bk
Employment termination payments	py
Interest and dividend deductions	bj
Non-resident foreign income	fi
Other attachments (A)	att
Payment summary schedule	ps
Rental schedule (

FI

B)

pl

ren

Superannuation lump sum schedule

(PL)ps Payment summary schedule (PS) py Employment Termination Payments (PY)renRental Schedules (B and BR) wWork related expenses - ATO Schedule (W)

	pl
Work-related expenses	w

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title	ATO forms

Forms associated with individual returns that are lodged separately are:

Description	Acronym
Add or delete a client – Individuals (CUREL)	cua
Annual instalment activity statement	gi
Annual GST return	gr
Business activity statement	ga
Change or advise address for a client – Individuals (CUADDR)	cuc
Change details – Individual (CUDTL)	cuf
Excess concessional contributions	ey
Fringe benefits tax return (EB)	fbt
Instalment activity statement	gb
Returns not necessary – Individuals (CURNN)	cuh

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title	Worksheets

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

a Schedule A Reconciliationaga

Acronym
Additional PAYG Payment Summary	egc
Australian Government allowances and payments

worksheet (

aga

)

agp

Australian Government

Pensions and Allowances worksheet (agp)asi

pensions and allowances	agp
Annuities and superannuation income streams

worksheet (

asi

)sbt Share of net small business income worksheet (sbt)sbc Small business income worksheet (sbc)b Schedule B (business income worksheet)blaP9 Business Loss Activities Schedule (bla) (P9)bonLife insurance comp and friendly societies bonuses, Bonus OffsetsgCapital gains worksheet (g)esv


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)dddDividend Deductions (ddd)dipDistributions from Partnerships worksheet (dip)ditDistributions received from Trusts worksheet (dit)divGross dividends worksheet (div)egcAdditional PAYG Payment Summary (egc)empEmployee Share Schemes worksheet (emp)epiInterest on early payments worksheet (epi)epsEmergency Payment schedule (eps)esiEarly stage investor (ESIC)

g
Capital works deductions worksheet	sbw
Cost of managing tax affairs	cmt
Distributions from partnerships worksheet	dip
Distributions received from trusts worksheet	dit
Dividend deductions	ddd
Early stage investor offset (T9)	esi
Early stage venture capital limited partnership (

ESVCLP

T8)

filIT5 Financial investment income and deductions (fil)fmdFarm Management Deposits and Repayments 2017 (fmd)fms

esv
Emergency payment schedule	eps
Employee share schemes	emp
Farm management deposits and repayments	fmd
Forestry managed investment scheme

worksheet (

fms

)


Foreign income	for
Foreign

income worksheet (for)iddInterest Deductions worksheet (idd)intInterest income worksheet (int)itIntangible/Tangible depreciating assets worksheet (it)lcr

rental property	ref
Gross dividends	div
Intangible/tangible depreciating assets	it
Interest income	int
Interest deductions	idd
Interest on early payments	epi
Invalid and invalid carer and zone offset (T6)	shz
IT3 Tax-free Government pensions	tgp
IT4 Target foreign income	tfi
IT5 Financial investment income and deductions	fil
IT6 Net Rental income and deductions	rpl
Landcare and water facility tax offset (

lcroiv

T7)

mlsMedicare Levy Surcharge (mls)mlvMedicare Levy Worksheet and Part-Year Tax-Free ThresholdmveMotor vehicle worksheet (mve)oiyOther income - Category 1 worksheet

lcr
Life insurance comp and friendly societies bonuses, Bonus offsets	bon
Medicare levy surcharge	mls
Medicare levy and Part-year tax-free threshold	mlv
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	oiy
Other income - Category 2

worksheet

oos

oix
Other income - Category 3	oiv
Other non-refundable tax

offset worksheetsoveOverseas Pensions/Annuities and Salary Income worksheet (ove)penAnnuity and Super Income Stream Offset (pen)phi

offsets (T10)	reb
Other refundable tax offset (T11)	oos
Overseas pensions/annuities and salary income	ove
P9 Business loss activities schedule	bla
PAYG (GDP-adjusted instalment estimate)	xPG
PAYG instalment income estimate	xPI
Personal superannuation contributions	psc
Prior year losses	pyl
Private health insurance policy details

(

phi

)sbe

pscPersonal superannuation contributions (psc)pylPrior Year Losses Worksheet (pyl) - IndividualsrefForeign Rental Property Worksheet (ref)rplIT6 Net Rental income and deductions (rpl)

Schedule A reconciliation	a
Schedule B (business income worksheet)	b
Schedule C (primary production worksheet)	c
Senior Australian and pensioner (T1)	reb
Small business entity eligibility tests

worksheet (

sbe

)Capital works deductions worksheet (sbw

sbwscoSuper Co

Small business income	sbc
Share of net small business income	sbt
Special disability trusts offsets	sdt
Spouse superannuation contribution offset (T3)	scc

Spouse Superannuation Contribution Offset Worksheet

Super co-contributions (What-if)

sdtSpecial Disability Trusts Offsets worksheetsed

sco
Superannuation super contribution	ssc
Working holiday makers net income	whm
Work-related self-education

Expenses worksheet (

expenses

sed

)

shzInvalid and invalid carer and Zone offset worksheet (shz)sscSuperannuation super contribution worksheets (scc)tfiIT4 Target Foreign Income worksheet (tfi)tgpTax-free Government pensions worksheet (IT3) (tgp)uMinors worksheet (Schedule U)xPGPAYG (GDP-Adjusted Instalment Estimate) WorksheetxPIPAYG Instalment Income Estimate Worksheet (xPI)

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Versions Compared

Old Version 5

New Version Current

Key

Data Entry

Data entry

Processes for Individual returns include:

PAYG Instalment estimates

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Returns

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Forms and Schedules

Using MYOB AE/AO Tax