Fund return forms and schedules lodged via PLS

ATO schedules

Schedules that can be completed and lodged with a fund return:

Description	Acronym
Amendment schedule (amd)	amd
Capital gains schedule (BW) (or select Populate BW in the Capital gains worksheet (g))	bw
Losses schedule (BP)	bp
Other attachments schedule (att) (A)	att
Payment summary schedule (PS)	ps

ATO forms

Standalone forms associated with a fund:

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
Fringe Benefits Tax (FBT) Return (EB)	fbt
Instalment activity statement (GB)	gb
cuj - Returns not necessary - Non-individual entities (PLS CURNN)	cuj

Worksheets

Worksheets that support the return which are NOT lodged electronically are provided to assist with dissection and record-keeping:

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