This worksheet records the details of payments received from the:
- DHS, Centrelink—for example, Newstart, youth allowance and Austudy
- Department of Veterans' Affairs under the Community Development Employment Projects (CDEP).
- Don't enter parental leave and/or dad and partner payments received from the Family Assistance Office (FAO) here. Enter them at item 1: Salary or wages as those payments don't qualify for the beneficiary tax offset.
- Don't enter payments that are exempt. See Exempt income.
What do I need?
You need all the payment summaries you have received from the DHS or Veterans' Affairs. See Australian-Government-allowances-and-payments on the ATO website.
Find the worksheet at item 5: Australian Government Allowances and payments—label A.
Click label A or press Alt+S to open the worksheet. Alternatively, you can use the Pre-fill Manager.
You can enter up to 5 payment summary transactions.
- To create additional rows press Ctrl+Insert.
- To delete excess rows press Ctrl+Delete.
The F4 estimate includes any Beneficiary tax offset available.
If there is both a Beneficiary tax offset (BTO) and a Senior or Pensioner's tax offset (SATO) calculated on F4, you cannot have both. You'll be given the higher of the two.
The aga worksheet fields receive information from the ATO Portal pre-fill report. For practices currently using the Pre-fill functionality for Interest and Dividends in the int or div worksheets, the aga behaves in the same way.
With the income tax return open, select Utilities > Import from Tax Office Pre-fill Report. MYOB Tax reads the Pre-fill report and populates the worksheet with text and amounts.
Following the import, a report is printed advising what was or was not imported; including any messages regarding the client’s Family Tax Benefits status, if relevant.
When Pre-fill completes, we'll ask if you want to Print Import Summary?
Select Yes to see the preview or print options.