Choose which clients to move to Tax

We encourage your practice to use Tax in Practice Compliance to take advantage of the continuous improvements that we're making to improve the efficiency of preparing tax returns online.

Starting a return in Practice Compliance

You can create most of the tax returns in Practice Compliance; however, there are some returns that you need to prepare in AE/AO depending on your client's situation.

Use this quick check before creating a return in Practice Compliance. This avoids rework if the return needs to be completed in AE/AO.

Returns that you can prepare in Practice Compliance

• Activity statement

• Individual return

• Company return

• Trust return

• Partnership returns

• Fringe Benefit Tax (FBT) returns

• Family Trust Election (FTE)

• Interposed Entity Election (IEE)

• Annual TFN Withholding report (for closely held trusts)

• TFN report (for closely held trusts)

Returns you should continue to prepare in AE/AO

• Returns that require a substituted accounting period

• Self Managed Super Fund

• Fund

• Notification of members joining and/or leaving an income tax consolidated group

• Individual tax estimate - You can't calculate:

  • Employment termination payment (ETP) offset for Death benefit ETPs (codes D, N, B)

  • Lump sum in arrears tax (LSPIA) offset

  • Special professional income (section 405 averaging)

• Trust return estimate
  When there are amounts not fully distributed to the beneficiaries

• Amended company return (tax year 2023)
  Return that requires loss carry back change in choice schedule. You'll need to prepare these returns in AE/AO.