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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.
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:
Medicare and Health insurance.
Spouse Details Item SD (Consent for spouse's FTB repayment).
- Family Assistance Consent
- Standalone short form for Refund of franking credits
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.
Forms lodged independently of the main return return are:
|ey||Excess concessional contributions (EY) ECC|
Data entered in ‘lodgable’ schedules will generate an attachment to the Individual return for lodgment with the ATO. Lodgable schedules are:
|amd||Amendment schedule (amd)|
|att||Other attachments schedule (A)|
|bj||Interest and Dividend Deductions|
|bk||Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet)|
|fi||Non-resident foreign income schedule|
|pl||Superannuation lump sum schedule|
|ps||Payment summary schedule|
|py||Employment Termination Payments|
|rep||Rental Schedules (B and BR)|
|w||Work related expenses - ATO Schedule|
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:
Tax Offsets for the Individual return are:
Forms associated with Individual returns that are lodged separately are:
Processes for Individual returns include:
(Series 6 & 8) For calculations of offsets to be included in the Tax Estimate: Tax Offsets.
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.