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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

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:

 

To navigate to any items 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:

Worksheets

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
Schedule A Reconciliation
aga Australian Government allowances and payments worksheet
agp Australian Government Pensions and Allowances worksheet
asi Annuities and superannuation income streams worksheet
sbt Share of net small business income worksheet
sbc Small business income worksheet
Schedule B (business income worksheet)
blaP9 Business Loss Activities Schedule
bonLife insurance comp and friendly societies bonuses, Bonus Offsets
gCapital gains worksheet (select Populate BW to generate an attachment for lodgment)
cSchedule C (primary production worksheet)
cmtCost of managing tax affairs
dddDividend Deductions
dipDistributions from Partnerships worksheet
ditDistributions received from Trusts worksheet
divGross dividends worksheet
egcAdditional PAYG Payment Summary
empEmployee Share Schemes worksheet
epiInterest on early payments worksheet
epsEmergency Payment schedule
esiEarly stage investor offset worksheet (esi)
esvEarly stage venture capital limited partnership (ESVCLP)
filIT5 Financial investment income and deductions
fmdFarm Management Deposits and Repayments
fmsForestry managed investment scheme worksheet
forForeign income worksheet
iddInterest Deductions worksheet
intInterest income worksheet
itIntangible/Tangible depreciating assets worksheet
lcrLandcare and water facility tax offset
mlsMedicare Levy Surcharge
mlvMedicare Levy Worksheet and Part-Year Tax-Free Threshold
mveMotor vehicle worksheet
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
penAnnuity and Super Income Stream Offset
phiPrivate health insurance policy details
pscPersonal superannuation contributions
pylPrior Year Losses Worksheet
refForeign Rental Property Worksheet
rplIT6 Net Rental income and deductions
sbeSmall business entity eligibility tests worksheet
sbwCapital works deductions worksheet
sccSpouse Superannuation Contribution Offset Worksheet
scoSuper Co-contributions What-if
sdtSpecial Disability Trusts Offsets worksheet
sedWork-related self-education Expenses worksheet
shzInvalid and invalid carer and Zone offset worksheet
sscSuperannuation super contribution worksheets
tfiIT4 Target Foreign Income worksheet
tgpTax-free Government pensions worksheet (IT3)
uMinors worksheet
xPGPAYG (GDP-Adjusted Instalment Estimate) Worksheet
xPIPAYG Instalment Income Estimate Worksheet

Tax Offsets for the Individual return are:

PAYG 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.