Self-managed fund return forms and schedules lodged via PLS 2024

ATO schedules

Schedules that can be completed and lodged with the SMSF return:

Description	Acronym
Amendment schedule (amd) 2023	amd
Capital gains schedule (BW) 2023(or select Populate BW from the Capital gains worksheet (g) 2023)	bw
Family Trust Election, Revocation or Variation (X) 2023	X
Interposed entity election/revocation schedule (Y) 2023	y
Losses schedule (BP) 2023	bp
Other attachments schedule (att) 2023	att
Payment summary schedule (PS) 2023	ps

ATO forms

Forms associated with SMSF that are lodged separately are:

Description	Acronym
cub - add or delete a client - non-individual entities (PLS CUREL) 2023	cub
Annual GST return (GR) 2023	gr
Annual instalment activity statement (GI) 2023	gi
Business activity statement - BAS (GA) 2023	ga
cud - Change or advise address for a client - Non-individual entities (PLS CUADDR) 2023	cud
cug - Change details - Non-individual entities (PLS CUDTL) 2023	cug
Fringe Benefits Tax (FBT) Return (EB) 2023	eb
Instalment activity statement (GB) 2023	gb
cuh - Returns not necessary - Individuals (PLS CURNN) 2023	cuj
Standalone Family Trust Election (XX) 2023	XX
Standalone interposed entity election/revocation schedule (YY) 2023	yy

MYOB worksheets

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

Description	Acronym
Capital gains worksheet (g) 2023 (select Populate BW to complete the BW from calculated values in the capital gains (g))	g
Capital works deductions worksheet (sbw) 2023	sbw
Depreciation worksheet (d)	d
Distributions from partnerships worksheet (dfp) 2023	dtp
Distributions from Trusts worksheet (dft) 2023	dft
Early stage investor offset worksheet (esi) 2023	esi
Early stage venture capital limited partnership (ESVCLP) 2023	esv
Exploration credits worksheet (exc) 2023	exc
Foreign income worksheet (for) 2023	for
Forestry managed investment scheme worksheet (fms) 2023	fms
Gross dividends worksheet (div) 2023	div
Interest Income worksheet (int) - Entities 2023	int
Interest on early payments worksheet (epi)	epi
Interest on no-TFN tax offset worksheet (ito) 2023	ito
Motor vehicle worksheet (mve) 2023	mve
Net non-arm's length income worksheet (naf) 2023	naf
Other deductions worksheet (otd) 2023	otd
Other income worksheet (oti) 2023	oti
PAYG instalment income worksheet (xPF) 2023	xPF
Prior year losses worksheet (pyl) 2023	pyl
Taxation of financial arrangements worksheet (tof) 2023	tof