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See the ATO website for

Data Entry

Pre-fill functionality is available for individuals. 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 an item in an individual return
  • Left-click in a field to move focus to that field.

  • Press F2 and type an item number to move to the first field at that item.

  • Press Shift+F2 for a summary of entered items for the current and previous income years.
  • Select an item from the navigation pane.

  • The navigation pane displays the items relevant to the tab card that is open.

  • The Tab key moves forward through the items on the window.

  • To go forward through the tab cards, press Ctrl+Tab

  • To go back through the tab cards, press Ctrl+Shift+Tab.

ATO 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 by clicking the item label or Preparation > Schedule:

DescriptionAcronym
Additional PAYG Payment Summaryegc
Australian Government allowances and payments worksheet aga
Australian Government Pensions and Allowances worksheet agp
Annuities and superannuation income streams worksheet asi
Annuity and Super Income Stream Offset (T2) pen
Capital gains worksheet (select Populate BW to generate an attachment for lodgment)g
Capital works deductions worksheet sbw
Cost of managing tax affairscmt
Distributions from Partnerships worksheet dip
Distributions received from Trusts worksheet dit
Dividend Deductions ddd
Early stage investor offset worksheet (T9)esi
Early stage venture capital limited partnership (T8)esv
Emergency Payment schedule eps
Employee Share Schemes worksheetemp
Farm Management Deposits and Repaymentsfmd
Forestry managed investment scheme worksheet fms
Foreign income worksheet for
Foreign Rental Property Worksheet ref
Gross dividends worksheet div
Intangible/Tangible depreciating assets worksheetit
Interest income worksheet int
Interest Deductions worksheet idd
Interest on early payments worksheetepi
Invalid and invalid carer and Zone offset worksheet (T6) shz
IT3 Tax-free Government pensions worksheet tgp
IT4 Target Foreign Income worksheettfi
IT5 Financial investment income and deductions fil
IT6 Net Rental income and deductions rpl
Landcare and water facility tax offset (T7) lcr
Life insurance comp and friendly societies bonuses, Bonus Offsetsbon
Medicare Levy Surcharge mls
Medicare Levy Worksheet and Part-Year Tax-Free Thresholdmlv
Minors worksheet u
Motor vehicle worksheet mve
Net medical expenses for disability aids, attendant care or aged care (T5)reb
Other deductions worksheet (ode)ode
Other income - Category 1 worksheet oiy
Other income - Category 2 worksheet oix
Other income - Category 3 worksheet oiv
Other non-refundable tax offsets dialog (T10)reb
Other refundable tax offset worksheets (T11)oos
Overseas Pensions/Annuities and Salary Income worksheet ove
P9 Business Loss Activities Schedule bla
PAYG (GDP-Adjusted Instalment Estimate) WorksheetxPG
PAYG Instalment Income Estimate Worksheet xPI
Personal superannuation contributions psc
Prior Year Losses Worksheet pyl
Private health insurance policy details phi
Schedule A Reconciliationa
Schedule B (business income worksheet)b
Schedule C (primary production worksheet)c
Senior Australian and Pensioner Worksheet (T1)reb
Small business entity eligibility tests worksheet sbe
Small business income worksheet sbc
Share of net small business income worksheet sbt
Special Disability Trusts Offsets worksheetsdt
Spouse Superannuation Contribution Offset Worksheet (T3)scc
Super Co-contributions What-ifsco
Superannuation super contribution worksheets ssc
Working holiday makers net income worksheetwhm
Work-related self-education expenses worksheet sed
Zone or Overseas Forces Offset (T4)shz
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.