ABN

Taxpayer ABN

Addr_Line_1

1^st line of address (Street name and number)

Addr_Line_2

2^nd Line of Address (Street name and number)

Addr_Line_3

3^rd line of Address (Town/State/Postcode)

Assessment_Payable_Date

Date Income Tax Assessment due and payable

Client_Code

Client Code of the Return

Co_Est_Tax

Estimated Tax Payable/Refundable per Company Return

DOB

Taxpayer Date of Birth

Email

Taxpayer email address

Employee

Name of the Employee attached to the Return

Est_Fund_Tax

Estimated Tax Payable/Refundable per Superannuation Fund Return

Est_IT_Tax

Estimated Tax for Individuals and Trusts

First_Names

Taxpayer First name

Form_Type

Form type

Initials

Taxpayer Initials

Invoice_Amount

Invoice amount

Net_Refund

Net Refund is the amount refundable as entered in the Assessment Details dialog.

Refer_to

(Series 6 & 8)

Used for the name of the Contact person of the client, e.g. where the client is ABC Pty Ltd, you would put Refer_to as Fred Smith, so you know who to talk to, or address letters to.

The Refer_to value is entered on the Attributes tab for Contacts sites, and on the Extra tab for Practice Manager Client Compliance (CC) sites.

For Practice Manager users the Refer_to is entered on the Extra tab.

Return_Due_Date

Date Main Return type (I, P, T, C, F) due for lodgment

Return_Lodged_Date

Date Main Return type (I, P, T, C, F) lodged

ReturnCode

Return Code of the Return

Salutation

Salutation

Surname

Individual Taxpayer Surname/Entity Taxpayer Name

Tax_assessed

Tax assessed per the Assessment

Tax_Level

Tax level of the Taxpayer

Tax_Return_Year

The year of the Return

Taxable_Inc

Taxable income Main Return Type (I, P, T, C, F)

TFN

Tax File number for the Return

Title

Taxpayer Title

Agent_Code

Code used to identify Tax Agent attached to the return

Attch_Agent_Name

Name of the Tax Agent attached to the return

Ctrl_Agent_Name

Name of the Tax Agent held in the Control Record

Manager_Name

Name of the Manager attached to the Return

Partner_Name

Name of Partner attached to the Return

Tax Contact

Name of the Tax Contact attached to the Return

Ann_BAS_Amount

Net amount payable/refundable on Annual BAS

Ann_BAS_Due

Due Date for Annual BAS

Ann_BAS_End

Period End Date for Annual BAS

Ann_IAS_Amount

Net amount payable/refundable per Annual IAS

ANN_IAS_Comm_Rate

Commissioner’s Rate per Annual IAS

Ann_IAS_Due

Due Date for Annual IAS

Ann_IAS_End

Period End Date for Annual IAS

BAS_PY_Q4_1A

BAS_Q1_1A

BAS_Q2_1A

BAS_Q3_1A

GST on Sales at Item 1A

BAS_PY_Q4_1B

BAS_Q1_1B

BAS_Q2_1B

BAS_Q3_1B

GST on Purchases at Item 1B

BAS_PY_Q4_1C

BAS_Q1_1C

BAS_Q2_1C

BAS_Q3_1C

WET Payable at item 1C

BAS_PY_Q4_1D

BAS_Q1_1D

BAS_Q2_1D

 BAS_Q3_1D

WET Refundable at Item 1D

BAS_PY_Q4_1E

BAS_Q1_1E

BAS_Q2_1E

BAS_Q3_1E

LCT Payable at Item 1E

BAS_PY_Q4_1F

BAS_Q1_1F

bAS_Q2_1F

BAS_Q3_1F

LCT Refundable at Item 1F

BAS_PY_Q4_3

BAS_Q1_3

BAS_Q2_3

BAS_Q3_3

GST Net at Item 3

BAS_PY_Q4_4

BAS_Q1_4

BAS_Q2_4

BAS_Q3_4

PAYG Withheld  at Item 4

BAS_PY_Q4_5A

BAS_Q1_5A

BAS_Q2_5A

BAS_Q3_5A

PAYG Income Tax Instalment  at Item 5A

BAS_PY_Q4_5B

BAS_Q1_5B

BAS_Q2_5B

BAS_Q3_5B

PAYG Income Tax Variation Credit at Item 5B

BAS_PY_Q4_6A

BAS_Q1_6A

BAS_Q2_6A

BAS_Q3_6A

FBT Instalment at Item 6A

BAS_PY_Q4_6B

BAS_Q1_6B

BAS_Q2_6B

BAS_Q3_6B

FBT Variation Credit at Item 6B

BAS_PY_Q4_Amount

BAS_Q1_Amount

BAS_Q2_Amount

BAS_Q3_Amount

Net amount payable/refundable

BAS_PY_Q4_Comm_Rate

BAS_Q1_Comm_Rate

BAS_Q2_Comm_Rate

BAS_Q3_Comm_Rate

Commissioner’s Rate

BAS_PY_Q4_Due

BAS_Q1_Due

BAS_Q2_Due

BAS_Q3_Due

Due Date

BAS_PY_Q4_End

BAS_Q1_End

BAS_Q2_End

BAS_Q3_End

End Date

BAS_PY_Q4_Start

BAS_Q1_Start

BAS_Q2_StarT

BAS_Q3_Start

Start Date

BAS_PY_Q4_VAR_Rate

BAS_Q1_VAR_Rate

BAS_Q2_VAR_Rate

BAS_Q3_VAR_Rate

Varied Rate

IAS_PY_Q4_4

IAS_Q1_4

IAS_Q2_4

IAS_Q3_4

PAYG Tax Withheld at Item 4

IAS_PY_Q4_5A

IAS_Q1_5A

IAS_Q2_5A

IAS_Q3_5A

PAYG Income Tax Instalment at Item 5A

IAS_PY_Q4_5B

IAS_Q1_5B

IAS_Q2_5B

IAS_Q3_5B

PAYG Income Tax Variation Credit at Item 5B

IAS_PY_Q4_6A

IAS_Q1_6A

IAS_Q2_6A

IAS_Q3_6A

FBT Instalment at Item 6A

IAS_PY_Q4_6B

IAS_Q1_6B

IAS_Q2_6B

IAS_Q3_6B

FBT Instalment Variation Credit at Item 6B

IAS_PY_Q4_Amount

IAS_Q1_Amount

IAS_Q2_Amount

IAS_Q3_Amount

Net amount payable/refundable

IAS_PY_Q4_Due

IAS_Q1_Due

IAS_Q2_Due

IAS_Q3_Due

Due Date

IAS_PY_Q4_End

IAS_Q1_End

IAS_Q2_End

IAS_Q3_End

End Date

IAS_PY_Q4_Start

IAS_Q1_Start

IAS_Q2_Start

IAS_Q3_Start

Start Date

FBT_Inst_Paid

Fringe Benefits Instalments paid per Fringe Benefits Tax Return

FBT_Payable

Fringe Benefits Tax payable per Fringe Benefits Tax Return

FBT_Rebate_Due

Fringe Benefits Tax Rebate amount per Fringe Benefits Tax Return

FBT_Refundable

Refund of Fringe Benefits paid per Fringe Benefits Tax Return