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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

The return items are grouped by category in a series of Tab Cards:


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] 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 schedules

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


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:

Schedule A Reconciliation
aga Australian Government allowances and payments worksheet (aga)
agp Australian Government Pensions and Allowances worksheet (agp)
asi Annuities and superannuation income streams worksheet (asi)
sbt Share of net small business income worksheet (sbt)
sbc Small business income worksheet (sbc)
Schedule B (business income worksheet)
blaP9 Business Loss Activities Schedule (bla) (P9)
bonLife insurance comp and friendly societies bonuses, Bonus Offsets
gCapital gains worksheet (g) (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)
esvEarly stage venture capital limited partnership (ESVCLP)
filIT5 Financial investment income and deductions (fil)
fmdFarm Management Deposits and Repayments 2017 (fmd)
fmsForestry managed investment scheme worksheet (fms)
forForeign income worksheet (for)
iddInterest Deductions worksheet (idd)
intInterest income worksheet (int)
itIntangible/Tangible depreciating assets worksheet (it)
lcrLandcare and water facility tax offset (lcr)
mlsMedicare Levy Surcharge (mls)
mlvMedicare Levy Worksheet and Part-Year Tax-Free Threshold
mveMotor vehicle worksheet (mve)
oiyOther income - Category 1 worksheet
oivOther income - Category 2 worksheet
oosOther refundable tax offset worksheets
oveOverseas Pensions/Annuities and Salary Income worksheet (ove)
penAnnuity and Super Income Stream Offset (pen)
phiPrivate health insurance policy details (phi)
pscPersonal superannuation contributions (psc)
pylPrior Year Losses Worksheet (pyl) - Individuals
refForeign Rental Property Worksheet (ref)
rplIT6 Net Rental income and deductions (rpl)
sbeSmall business entity eligibility tests worksheet (sbe)
sbwCapital works deductions worksheet (sbw)
sccSpouse Superannuation Contribution Offset Worksheet
scoSuper Co-contributions What-if
sdtSpecial Disability Trusts Offsets worksheet
sedWork-related self-education Expenses worksheet (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) Worksheet
xPIPAYG Instalment Income Estimate Worksheet (xPI)

Tax Offsets for the Individual return are:

Processes for Individual returns include:

PAYG Instalment estimates

Where the Individual is liable to pay PAYG Instalments, a choice of 2 What-if PAYG Instalment estimates (Instalment Income by Base rate xPI or a GDP-Adjusted instalment estimate xPG) may be created by opening the relevant one from the Preparation > Schedule menu and electing to use values from one of the current year or the 2 immediate prior year returns.

Related topics

For a PDF version of the Individual tax return showing ELS tags and Tax codes click this link - Tag image PDF


Back to Income Tax Returns

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