Fund return: forms and schedules lodged via PLS 2024

ATO schedules

Schedules that can be completed and lodged with the return:

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)	bw
Losses schedule (BP) 2018 2018 2018	bp
Other attachments schedule (att) 2018 2018 2018 (A)	att
Payment summary schedule (PS) 2018 2018 2018	ps

ATO forms

Standalone forms associated with the fund:

Description	Acronym
Add or delete a client – Non-individual entities (CUREL)	cub
Annual GST return (GR) 2018 2018	gr
Annual instalment activity statement (GI) 2018 2018	gi
Business activity statement – BAS (GA)	ga
Change details – Non-individual entities (CUDTL)	cug
Change or advise address for a client – Non-individual entities (CUADDR)	cud
Fringe Benefits Tax (FBT) Return (EB) 2018 2018	fbt
Instalment activity statement (GB) 2018 2018	gb
Returns not necessary – Non-individual entities (CURNN)	cuj

MYOB worksheets

MYOB worksheets for dissection and record-keeping purposes only. Worksheets are not lodged with the return:

Description	Acronym
Capital gains worksheet (g) 2018 2018 2018 (select Populate BW to complete the BW from calculated values in the capital gains worksheet).	g
Capital works deductions worksheet (sbw) 2018 2018 2018	sbw
Depreciation worksheet (d) 2018 2018 2018	d
Distributions from partnerships worksheet (dfp) 2018 2018 2018	dfp
Distributions from Trusts worksheet (dft) 2018 2018	dft
Gross dividends worksheet (div) 2018 2018 2018	div
Interest on early payments worksheet (epi) 2018 2018 2018	epi
Early stage investor offset worksheet (esi) 2018 2018 2018	esi
Early stage venture capital limited partnership (ESVCLP) 2018 2018 2018	esv
Exploration credits worksheet (exc) 2018 2018 2018	exc
Forestry managed investment scheme worksheet (fms) 2018 2018 2018	fms
Foreign income worksheet (for) 2018 2018 2018	for
Interest Income worksheet (int) - entities 2018 2018 2018	int
Interest on no-TFN tax offset worksheet (ito) 2018 2018 2018	ito
Motor vehicle worksheet (mve) 2018 2018	mve
Net non-arm's length income worksheet (nai) 2018 2018 2018	nai
Other deductions worksheet (otd) 2018 2018 2018	otd
Other income worksheet (oti) 2018 2018 2018	oti
PAYG instalment income worksheet (xPF) 2018 2018	xPF
Prior year losses worksheet (pyl) 2018 2018	pyl