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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

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Pre-fill functionality is available from 2017 individual returns onwards. 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.

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titleATO schedules

Data entered in ‘lodgable’ schedules will generate an attachment to the Individual return for lodgment with the ATO. Lodgable schedules are:

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titleATO forms

Forms associated with Individual returns that are lodged separately are:

 

 

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titleWorksheets

For dissection purposes, a Generic Schedule or a data entry grid is provided at all fields for which 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 Preparation > Schedule:

AcronymDescription
egcAdditional PAYG Payment Summary
aga Australian Government allowances and payments worksheet
agp Australian Government Pensions and Allowances worksheet
asi Annuities and superannuation income streams worksheet
penAnnuity and Super Income Stream Offset
gCapital gains worksheet (select Populate BW to generate an attachment for lodgment)
sbwCapital works deductions worksheet
cmtCost of managing tax affairs
dipDistributions from Partnerships worksheet
ditDistributions received from Trusts worksheet
dddDividend Deductions
esiEarly stage investor offset worksheet
esvEarly stage venture capital limited partnership
epsEmergency Payment schedule
empEmployee Share Schemes worksheet
fmdFarm Management Deposits and Repayments
fmsForestry managed investment scheme worksheet
forForeign income worksheet
refForeign Rental Property Worksheet
divGross dividends worksheet
itIntangible/Tangible depreciating assets worksheet
intInterest income worksheet
iddInterest Deductions worksheet
epiInterest on early payments worksheet
shzInvalid and invalid carer and Zone offset worksheet
tgpIT3 Tax-free Government pensions worksheet
tfiIT4 Target Foreign Income worksheet
filIT5 Financial investment income and deductions
rplIT6 Net Rental income and deductions
lcrLandcare and water facility tax offset
bonLife insurance comp and friendly societies bonuses, Bonus Offsets
mlsMedicare Levy Surcharge
mlvMedicare Levy Worksheet and Part-Year Tax-Free Threshold
uMinors worksheet
mveMotor vehicle worksheet
odeOther deductions worksheet (ode)
oiyOther income - Category 1 worksheet
oixOther income - Category 2 worksheet
oivOther income - Category 3 worksheet
oosOther refundable tax offset worksheets
oveOverseas Pensions/Annuities and Salary Income worksheet
blaP9 Business Loss Activities Schedule
xPGPAYG (GDP-Adjusted Instalment Estimate) Worksheet
xPIPAYG Instalment Income Estimate Worksheet
pscPersonal superannuation contributions
pylPrior Year Losses Worksheet
phiPrivate health insurance policy details
Schedule A Reconciliation
Schedule B (business income worksheet)
cSchedule C (primary production worksheet)
sbt Share of net small business income worksheet
sbeSmall business entity eligibility tests worksheet
sbc Small business income worksheet
sdtSpecial Disability Trusts Offsets worksheet
sccSpouse Superannuation Contribution Offset Worksheet
sscSuperannuation super contribution worksheets
scoSuper Co-contributions What-if
whmWorking holiday makers net income worksheet
sedWork-related self-education expenses worksheet

Tax Offsets for the Individual return are:

Forms associated with Individual returns that are lodged separately are:

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titleATO forms
AcronymDescription
cua

Add or delete a client – Individuals (PLS CUREL)

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

Processes for Individual returns include:

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titlePAYG Instalment Estimates

Where the Individual is liable to pay PAYG Instalments, a choice of two What-if PAYG 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