SMSF return: forms and schedules lodged via PLS

ATO schedules

Schedules lodged with an individual return:

Description	Acronym
Amendment schedule (amd)	amd
Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet (g) )	bw
Family Trust Election, Revocation or Variation (X)	X
Interposed entity election/revocation schedule (Y)	y
Losses schedule (BP)	bp
Other attachments schedule (att)	att
Payment summary schedule (PS)	ps

ATO forms

Forms associated with the SMSF that are lodged separately:

Description	Acronym
cub – add or delete a client – non-individual entities (PLS CUREL)	cub
Annual GST return (GR)	gr
Annual instalment activity statement (GI)	gi
Business activity statement – BAS (GA)	ga
cug – Change details – Non-individual entities (PLS CUDTL)	cug
cud – Change or advise address for a client – Non-individual entities (PLS CUADDR)	cud
Instalment activity statement (GB)	gb
cuj – Returns not necessary – Non-individual entities (PLS CURNN)	cuj
Standalone Family Trust Election (XX)	XX
Standalone interposed entity election/revocation schedule (YY)	yy

MYOB worksheets

MYOB worksheets are for dissection and record-keeping purposes. They are not lodged with the ATO.

Open these worksheets by clicking the item label or selecting Preparation > Schedule :

Description	Acronym
Capital gains worksheet (g) (or select Populate BW in the capital gains worksheet)	g
Capital works deductions worksheet (sbw)	sbw
Depreciation worksheet (d)	d
Distributions from partnerships worksheet (dfp)	dtp
Distributions from Trusts worksheet (dft)	dft
Early stage investor offset worksheet (esi)	esi
Early stage venture capital limited partnership (ESVCLP)	esv
Exploration credits worksheet (exc)	exc
Foreign income worksheet (for)	for
Forestry managed investment scheme worksheet (fms)	fms
Gross dividends worksheet (div)	div
Interest on early payments worksheet (epi)	epi
Interest on no-TFN tax offset worksheet (ito)	ito
Motor vehicle worksheet (mve)	mve
Net non-arm's length income worksheet (naf)	naf
Other deductions worksheet (otd)	otd
Other income worksheet (oti)	oti
PAYG instalment income worksheet (xPF)	xPF
Prior year losses worksheet (pyl)	pyl
Taxation of financial arrangements worksheet (tof)	tof