Individual return 2018 2018

See the ATO website for

Data entry

Pre-fill functionality is available for individuals. See Getting started with Tax 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:

Description	Acronym
Amendment schedule (amd) 2018 2018	amd
Capital gains schedule (BW) 2018 2018 2018 (or select Populate BW in the Capital gains worksheet (g) 2018 2018 2018)	bk
Employment termination payment for individuals schedule (PY) 2018 2018 2018	py
Interest_and_Dividend_Deductions_Schedule_BJ.pdf	bj
Non-resident foreign income worksheet (FI) 2018 2018 2018	fi
Other attachments schedule (att) 2018 2018 2018	att
Payment summary schedule (PS) 2018 2018 2018	ps
Rental Schedules (B and BR) 2018 2018 2018	ren
Superannuation lump sum schedule (PL) 2018 2018 2018	pl
Work related expenses - ATO Schedule (W) 2018 2018 2018	w

ATO forms

Forms associated with individual returns that are lodged separately are:

Description	Acronym
cua – add or delete a client - individuals (PLS CUREL)	cua
Annual instalment activity statement (GI) 2018 2018	gi
Annual GST return (GR) 2018 2018	gr
Activity Statements in Tax 2018 2018	ga
cuc – Change or advise address for a client – Individuals (PLS CUADDR)	cuc
cuf – Change details – Individual (PLS CUDTL)	cuf
Excess concessional contributions (EY) ECC 2018 2018 2018	ey
Fringe Benefits Tax (FBT) Return (EB)	fbt
Instalment activity statement (GB) 2018 2018	gb
cuh – Returns not necessary – Individuals (PLS CURNN)	cuh

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:

Description	Acronym
Additional PAYG payment summary (egc) 2018 2018 2018	egc
Australian Government allowances and payments worksheet (aga) 2018 2018 2018	aga
Australian Government Pensions and Allowances worksheet (agp) 2018 2018	agp
Annuities and superannuation income streams worksheet (asi) 2018 2018 2018	asi
Annuity and Super Income Stream Offset (pen) 2018 2018 2018	pen
Capital gains worksheet (g) 2018 2018 2018 (select Populate BW to generate an attachment for lodgment)	g
Capital works deductions worksheet (sbw) 2018 2018 2018	sbw
Cost of managing tax affairs (cmt) 2018 2018	cmt
Distributions from partnerships worksheet (dip) 2018 2018 2018	dip
Distributions received from trusts worksheet (dit) 2018 2018 2018	dit
Dividend Deductions (ddd) 2018 2018 2018	ddd
Early stage investor offset worksheet (esi) 2018 2018 2018	esi
Early stage venture capital limited partnership (ESVCLP) 2018 2018 2018	esv
Emergency Payment schedule (eps) 2018 2018 2018	eps
Employee Share Schemes worksheet (emp) 2018 2018 2018	emp
Farm Management Deposits and Repayments (fmd) 2018 2018 2018	fmd
Forestry managed investment scheme worksheet (fms) 2018 2018 2018	fms
Foreign income worksheet (for) 2018 2018 2018	for
Foreign Rental Property Worksheet (ref) 2018 2018 2018	ref
Gross dividends worksheet (div) 2018 2018 2018	div
Intangible/Tangible depreciating assets worksheet (it) 2018 2018 2018	it
Interest Income worksheet (int) – individuals	int
Interest Deductions worksheet (idd) 2018 2018 2018	idd
Interest on early payments worksheet (epi) 2018 2018 2018	epi
Invalid and Invalid Carer Offset Details 2018 2018 2018	shz
IT3 Tax-free Government pensions worksheet (tgp) 2018 2018 2018	tgp
IT4 Target Foreign Income worksheet (tfi) 2018 2018 2018	tfi
IT5 Financial investment income and deductions (fil) 2018 2018 2018	fil
IT6 Net Rental income and deductions (rpl) 2018 2018 2018	rpl
Landcare and water facility tax offset (lcr) 2018 2018 2018	lcr
Life insurance comp and friendly societies bonuses, Bonus Offsets 2018 2018	bon
Medicare Levy Surcharge (mls) 2018 2018 2018	mls
Medicare Levy Worksheet 2018 2018 2018 and Part-year tax-free threshold	mlv
Minors worksheet (Schedule U) 2018 2018	u
Motor vehicle worksheet (mve) 2018 2018	mve
Item T5 - Total net medical expenses for disability aids, attendant care or aged care 2018 2018	reb
Other deductions worksheet (ode)	ode
Other income - Category 1 worksheet (oiy) 2018 2018 2018	oiy
Other income - Category 2 worksheet (oix) 2018 2018 2018	oix
Other income - Category 3 worksheet (oiv) 2018 2018 2018	oiv
Other non-refundable tax offsets dialog 2018 2018 2018	reb
Other refundable tax offset worksheets 2018 2018	oos
Overseas Pensions/Annuities and Salary Income worksheet (ove) 2018 2018 2018	ove
P9 Business Loss Activities Schedule (bla) 2018 2018 2018	bla
PAYG (GDP-Adjusted Instalment Estimate) Worksheet 2018 2018	xPG
PAYG Instalment Income Estimate Worksheet (xPI) 2018 2018	xPI
Personal superannuation contributions (psc) 2018 2018	psc
Prior year losses worksheet (pyl) 2018 2018	pyl
Private health insurance policy details (phi) 2018 2018	phi
Schedule A Reconciliation 2018 2018	a
Schedule B (business income worksheet) 2018 2018	b
Schedule C (primary production worksheet) 2018 2018	c
Senior Australian and Pensioner Worksheet (SAPTO) 2018 2018	reb
Small business entity eligibility tests worksheet (sbe) 2018 2018	sbe
Small business income worksheet (sbc) 2018 2018	sbc
Share of net small business income worksheet (sbt) 2018 2018 2018	sbt
Special Disability Trusts Offsets worksheet 2018 2018	sdt
Spouse Superannuation Contribution Offset Worksheet 2018 2018	scc
Super Co-contributions What-if 2018 2018 2018)	sco
Superannuation super contribution worksheets (scc) 2018 2018 2018	ssc
Working holiday makers net income worksheet (whm) 2018 2018 2018	whm
Work-related self-education Expenses worksheet (sed) 2018 2018	sed
Zone or Overseas Forces Offset (shz) 2018 2018 2018	shz

Processes for individual returns

Processes for individual returns include:

Amending Lodged Returns 2018 2018
Assessment Details 2018 2018
Customising Return Properties 2018 2018
Family Assistance Consent 2018 2018
Interactive Validation Summary [F3] 2018 2018 2018
Lodging forms using the practitioner lodgment service (PLS) 2018 2018
Printing Returns 2018 2018
Summary of entered items—shift+F2 2018 2018 2018
Tax Offsets 2018 2018 2018(Series 6 & 8) For calculations of offsets to be included in the tax estimate
Tax Estimate [F4] 2018 2018

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.