Individual return

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:

- Individual - Front Cover
- Income (Individual return) (includes Supplementary Income)
- Deductions (Individual return) (includes Supplementary Deductions)
- Tax offsets (Individual return) (includes Supplementary Tax Offsets)
- Medicare (Individual return)
- Adjustments
- Income tests
- Spouse details (includes Family Assistance Consent)
- Business and Professional items (Individual return).

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

Processes for individual returns

Processes for individual returns include:

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

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.