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

• 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.

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 by clicking the item label or selecting Preparation > Schedule:

Tax Offsets for the Individual return are:

Processes for Individual individual returns include:

• Amending Lodged Returnslodged returns

• Assessment Detailsdetails

• Customising Return Propertiesreturn properties

• Family Assistance Consentassistance consent

• Interactive Validation Summary validation summary F3

• Lodging Returns using the Electronic Lodgment Service (ELS)Lodging forms using the practitioner lodgment service (PLS)

• Printing Returnsreturns

• Summary of entered items—shift+F2

• Tax Offsetsoffsets(Series 6 & 8) For calculations of offsets to be included in the Tax Estimatetax estimate

• Tax Estimate estimate F4

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.