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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 generates an attachment that is lodged with the ATO.

LodgableATO schedules are:

Worksheets

For dissection purposes, a generic schedule or a data entry grid is provided at all fields where 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 selecting Preparation > Schedule:

DescriptionAcronym
Additional PAYG Payment Summaryegc
Australian Government allowances and payments aga
Australian Government pensions and allowances agp
Annuities and superannuation income streams 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 (T9)esi
Early stage venture capital limited partnership (T8)esv
Emergency payment schedule eps
Employee share schemesemp
Farm management deposits and repaymentsfmd
Forestry managed investment scheme fms
Foreign income for
Foreign rental property ref
Gross dividends div
Intangible/tangible depreciating assetsit
Interest income int
Interest deductions idd
Interest on early paymentsepi
Invalid and invalid carer and zone offset (T6) shz
IT3 Tax-free Government pensions tgp
IT4 Target foreign incometfi
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 and Part-year tax-free thresholdmlv
Minors u
Motor vehicle mve
Net medical expenses for disability aids, attendant care or aged care (T5)reb
Other deductions (ode)ode
Other income - Category 1oiy
Other income - Category 2oix
Other income - Category 3 oiv
Other non-refundable tax offsets (T10)reb
Other refundable tax offset (T11)oos
Overseas pensions/annuities and salary incomeove
P9 Business loss activities schedule bla
PAYG (GDP-adjusted instalment estimate)xPG
PAYG instalment income estimatexPI
Personal superannuation contributions psc
Prior year lossespyl
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 (T1)reb
Small business entity eligibility testssbe
Small business incomesbc
Share of net small business incomesbt
Special disability trusts offsetssdt
Spouse superannuation contribution offset (T3)scc
Super co-contributions (What-if)sco
Superannuation super contributionssc
Working holiday makers net incomewhm
Work-related self-education expenses sed
Zone or overseas forces offset (T4)shz
PAYG Instalment Estimates

Where an 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.