Tax provides the Other income - Category 1 worksheet (oiy) at label Y. The worksheet has dissection grids behind each type of valid other income item. Press Alt+S at the first column (label Y amount) to open the grid.

You must use this worksheet in order to complete label Y

Income items must be further dissected into amounts relating to financial investment or rental income. These orange-coloured fields are mandatory for PLS lodgment.

See also Tax withheld - lump sum payments in arrears worksheet (poi).

Tax provides the Other income - Category 2 worksheet (oix) at label X listing the applicable types of income. Press Alt+S at label X to open the worksheet.

See First home super saver scheme

If you requested a release of an amount under the FHSS scheme during 2018–19, you must include in your 2019 tax return:

• any such FHSS amount
• the tax withheld amount.

You'll have received a payment summary from the ATO showing the assessable FHSS amount and the tax withheld.

If you requested the release of an FHSS amount during 2018–19, even if you did not receive the amount until after 30 June 2019, you must still include it in your 2019 tax return.

If you use ATO-pre-fill then the amounts will be pre-populated. See Pre-fill Manager.

Tax provides the Other income - Category 4 worksheet (oiv) at label Other income - Category 4 worksheet (oiv) .

The worksheet has dissection grids behind each type of valid other income item. Press Alt+S at the first open column (label V amount) to open the grid.

You must use this worksheet in order to complete label Y

Income items must be further dissected into amounts relating to financial investment or rental income. These orange-coloured fields are mandatory for PLS lodgment.

MYOB Tax (and the ATO) need the eligible Taxable professional income (PFI) to calculate any averaging offset. The Estimate Tab in the Return properties for the client store and control the 4 years of PFI from year-to-year. See Div 405 Averaging for further information.

The amount to be entered at Taxable professional income at label Z is calculated as the amount remaining after deducting from the assessable professional income the total of deductions that reasonably relate to this income.

When you enter the Eligible income amount at label Z, the following dissection dialog is opened:

The amount you have entered defaults to the ‘Other income’ field. If the income is from Salary or Wages, then the relevant amount should be keyed in that field - likewise for the other types of income.

If averaging is not required this year, open Return Properties > Estimate > Division 405 Averaging.

If it is not to the taxpayer's advantage to average this year, then tick the checkbox ‘Averaging NOT required this year for Eligible professional income’.