SMSF return: forms and schedules lodged via PLS 2025

ATO schedules

Schedules lodged with an individual 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
Family Trust Election, Revocation or Variation (X) 2018 2018 2018	X
Interposed entity election/revocation schedule (Y) 2018 2018 2018	y
Losses schedule (BP) 2018 2018 2018	bp
Other attachments schedule (att) 2018 2018 2018	att
Payment summary schedule (PS) 2018 2018 2018	ps

ATO forms

Forms associated with the SMSF that are lodged separately:

Description	Acronym
	cub
Annual GST return (GR) 2018 2018	gr
Annual instalment activity statement (GI) 2018 2018	gi
	ga
	cug
	cud
Instalment activity statement (GB) 2018 2018	gb
	cuj
Standalone Family Trust Election (XX) 2018 2018 2018	XX
Standalone interposed entity election/revocation schedule (YY) 2018 2018 2018	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) 2018 2018 2018 (or select Populate BW 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	dtp
Distributions from Trusts worksheet (dft) 2018 2018	dft
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
Foreign income worksheet (for) 2018 2018 2018	for
Forestry managed investment scheme worksheet (fms) 2018 2018 2018	fms
Gross dividends worksheet (div) 2018 2018 2018	div
Interest on early payments worksheet (epi) 2018 2018 2018	epi
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 (naf) 2018 2018 2018	naf
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
Taxation of financial arrangements worksheet (tof) 2018 2018 2018	tof