Individual return: forms and schedules lodged via PLS

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