Key points
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Tax workpapers are supporting worksheets used for calculations in tax returns, they are not lodged to the ATO.
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ATO Schedules are lodgable forms that are prepared with the tax return, they are lodged to the ATO with the tax return.
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Changes you make to workpapers and schedules are automatically saved.
You'll see a message at the top-left of the page when changes are auto-saved, letting you know it's safe to navigate away from the page without losing data.
Tax workpapers
Name | Individual | Company | Partnership | Trust |
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Australian superannuation income stream | Y |
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Business - Reconciliation Statement | Y |
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Y |
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Y |
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Distribution received - Partnership | Y | Y |
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Distribution received - Managed fund | Y |
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Distribution received - Trust | Y | Y |
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Early stage investor (ESIC) tax offset | Y |
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Early stage venture capital limited partnership (ESVCLP) tax offset | Y |
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Franking account |
| Y |
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Invalid carer offset | Y | Y |
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Y |
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Other non-refundable Tax Offset | Y |
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Other Refundable Tax offset | Y |
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Primary production income averaging | Y |
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Y |
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Revenue losses reconciliation |
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Senior and pensioners tax offset | Y |
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Special professionals income averaging | Y |
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Superannuation contribution on behalf of spouse | Y |
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Superannuation lumpsum | Y |
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Work-related self-education expenses | Y |
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Zone offset | Y |
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ATO schedule
Name | Individual | Company | Partnership | Trust |
---|---|---|---|---|
Capital gains tax schedule | Y | Y |
| Y |
Consolidated group losses schedule |
| Y |
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Y |
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Dividends and interest schedule |
| Y |
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Family trust election, revocation or variation |
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| Y |
Foreign income |
|
| Y | Y |
Franking account |
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Y |
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Individual PAYG payment summary schedule | Y |
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Interposed entity election or revocation |
| Y |
| Y |
| Y | Y | Y | |
Invalid carer offset | Y |
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Losses schedule |
| Y |
| Y |
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Non-Resident Foreign Income schedule | Y |
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Non-individual PAYG payment summary |
| Y | Y | Y |
Partner's distribution |
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| Y |
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Reportable tax position schedule |
| Y |
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Y |
| Y | Y | |
Taxation of financial arrangements |