Supported forms and schedules
Modified on: Wed, 26 Mar, 2025 at 11:24 AM
In this article
Tax agent forms
| Agency | Form Type | Years available |
|---|
| ATO | Activity statement | 2001 - onwards |
| ATO | Individual tax return | 2015 - onwards |
| ATO | Company tax return | 2014 - onwards |
| ATO | Trust tax return | 2014 - onwards |
| ATO | Partnership tax return | 2015 - onwards |
| ATO | SMSF annual return | 2014 - onwards |
| ATO | Fringe benefits tax return | 2011 - onwards |
| ATO | Non-lodgment advice | 2001 - onwards |
| ATO | Taxable payments annual report | 2013 - onwards |
| ATO | PAYG Payment Summary | 2018 - onwards |
| ATO | Closely Held Trusts Annual Withholding Report | 2018 - onwards |
| ATO | Closely Held Trusts TFN Report | 2018 - onwards |
| ATO | Interposed entity election or revocation | 2021 - onwards |
| ATO | Family Trust Election, Revocation or Variation | 2021 - onwards |
| ATO | Tax File Number Declaration | Unsupported since 26 April 2024 |
BAS agent forms
| Agency | Form Type | Years available |
|---|
| ATO | Activity statement | 2001 - onwards |
| ATO | Taxable payments annual report | 2013 - onwards |
| ATO | PAYG Payment Summary | 2018 - onwards |
| ATO | Tax File Number Declaration | Unsupported since 26 April 2024 |
Business forms
| Agency | Form Type | Years available |
|---|
| ATO | Activity statement | 2001 - onwards |
| ATO | Company tax return | 2014 - onwards |
| ATO | Trust tax return | 2014 - onwards |
| ATO | Partnership tax return | 2015 - onwards |
| ATO | SMSF annual return | 2014 - onwards |
| ATO | Fringe benefits tax return | 2011 - onwards |
| ATO | Non-lodgment advice | 2001 - onwards |
| ATO | Taxable payments annual report | 2013 - onwards |
| ATO | PAYG Payment Summary | 2018 - onwards |
| ATO | Interposed entity election or revocation | 2021 - onwards |
| ATO | Family Trust Election, Revocation or Variation | 2021 - onwards |
| ATO | Tax File Number Declaration | Unsupported since 26 April 2024 |
Individual income tax return (ITR) schedules and worksheets
ITR schedules
Schedule | Years available |
|---|
| Capital gains tax schedule | 2015 - onwards |
| Income details schedule | 2020 - onwards |
| Deductions schedule | 2018 - onwards |
| Multi-property rental schedule | 2020 - onwards |
| Non-resident foreign income schedule | 2017 - onwards |
| Work related expenses schedule | 2015 - 2019 |
| Rental schedule | 2015 - 2019 |
| PAYG payment summary schedule | 2015 - 2019 |
| Dividends and interest deductions schedule | 2015 - 2018 |
ITR worksheets
Worksheet | Years available |
|---|
| Payment summary worksheet | 2015 - onwards |
| Employment termination payment worksheet | 2015 - onwards |
| Government benefit payment worksheet | 2015 - onwards |
| Superannuation income stream worksheet | 2015 - onwards |
| Australian superannuation lump sum worksheet | 2015 - onwards |
| Attributed personal services income worksheet | 2015 - onwards |
| Interest worksheet | 2020 - onwards |
| Dividends worksheet | 2020 - onwards |
| Employee share schemes worksheet | 2020 - onwards |
| Managed fund worksheet | 2020 - onwards |
| Income from partnership worksheet | 2015 - onwards |
| Income from trust worksheet | 2015 - onwards |
| Capital gains/losses worksheet | 2015 - onwards |
| Foreign employment income non-payment worksheet | 2020 - onwards |
| Foreign pensions or annuities worksheet | 2020 - onwards |
| Foreign rental worksheet | 2020 - onwards |
| Other foreign income worksheet | 2020 - onwards |
| Rental worksheet | 2015 - onwards |
| Borrowing costs worksheet | 2015 - onwards |
| Hire purchase worksheet | 2015 - onwards |
| WRE car worksheet | 2015 - onwards |
| WRE travel worksheet | 2015 - 2019 |
| WRE uniform worksheet | 2015 - 2019 |
| WRE self-education worksheet | 2015 - onwards |
| Other WRE worksheet | 2015 - 2019 |
| Asset depreciation worksheet | 2020 - onwards |
| Low value pool worksheet | 2020 - onwards |
| Dividends and interest deductions worksheet | 2015 - 2018 |
| Zone tax offset worksheet | 2015 - onwards |
| Business worksheet | 2020 - onwards |
| Livestock and produce trading worksheet | 2020 - onwards |
| Deduction for certain assets worksheet | 2020 - onwards |
| Deduction for general small business pool worksheet | 2020 - onwards |
| Business loss activity details worksheet | 2020 - onwards |
| Division 293 worksheet | 2020 - onwards |
Company tax return (CTR) schedules and worksheets
CTR schedules
Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Interposed entity election or revocation schedule | 2014 - onwards |
| PAYG payment summary schedule | 2014 - onwards |
| International dealings schedule | 2018 - onwards |
| Losses schedule | 2014 - onwards |
| Capital gains tax schedule | 2014 - onwards |
| Consolidated group losses schedule | 2014 - onwards |
| Dividend and interest schedule | 2014 - onwards |
| Research and development tax incentive schedule | 2014 - onwards |
| Reportable tax position schedule | 2019 - onwards |
| Loss carry back change in choice schedule | 2021 - 2023 |
CTR worksheets
| Worksheet | Years available |
|---|
| Loss carry back change in choice worksheet | 2021 - 2023 |
| Borrowing costs worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
| PAYG payment summary worksheet | 2017 - onwards |
| Low value pool worksheet | 2022 - onwards |
| Asset depreciation worksheet | 2022 - onwards |
| Deduction for certain assets worksheet | 2022 - onwards |
| Deduction for general small business pool worksheet | 2022 - onwards |
| Capital gains/losses worksheet | 2017 - onwards |
| Losses worksheet | 2017 - onwards |
| Consolidated group losses worksheet | 2017 - onwards |
| Dividend and interest worksheet | 2017 - onwards |
| International dealings worksheet | 2018 - onwards |
| Research and development worksheet | 2017 - onwards |
| Reportable tax position worksheet | 2019 - onwards |
Trust tax return (TRT) schedules and worksheets
TRT schedules
| Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Interposed entity election or revocation schedule | 2014 - onwards |
| Family trust election, revocation or variation schedule | 2014 - onwards |
| PAYG payment summary schedule | 2014 - onwards |
| International dealings schedule | 2018 - onwards |
| Rental schedule | 2014 - onwards |
| Losses schedule | 2014 - onwards |
| Capital gains tax schedule | 2014 - onwards |
TRT worksheets
| Worksheet | Years available |
|---|
| Rental worksheet | 2017 - onwards |
| Borrowing costs worksheet | 2017 - onwards |
| Hire purchase worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
| Family trust election, revocation or variation worksheet | 2017 - onwards |
| PAYG payment summary worksheet | 2017 - onwards |
| Low value pool worksheet | 2024 - onwards |
| Asset depreciation worksheet | 2024 - onwards |
| Livestock and produce trading worksheet | 2020 - onwards |
| Motor vehicle expenses worksheet | 2017 - onwards |
| Deduction for certain assets worksheet | 2024 - onwards |
| Deduction for general small business pool worksheet | 2024 - onwards |
| Beneficiary worksheet | 2017 - onwards |
| International dealings worksheet | 2018 - onwards |
| PAYG worksheet | 2017 - onwards |
| Capital gains/losses worksheet | 2017 - onwards |
| Losses worksheet | 2017 - onwards |
Partnership tax return (PTR) schedules and worksheets
PTR schedules
| Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Interposed entity election or revocation schedule | 2015 - onwards |
| PAYG payment summary schedule | 2015 - onwards |
| International dealings schedule | 2018 - onwards |
| Rental schedule | 2015 - onwards |
PTR worksheets
| Worksheet | Years available |
|---|
| Rental worksheet | 2017 - onwards |
| Borrowing costs worksheet | 2017 - onwards |
| Hire purchase worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
| PAYG payment summary worksheet | 2017 - onwards |
| Low value pool worksheet | 2024 - onwards |
| Asset depreciation worksheet | 2024 - onwards |
| Livestock and produce trading worksheet | 2020 - onwards |
| Motor vehicle expenses worksheet | 2017 - onwards |
| Deduction for certain assets worksheet | 2024 - onwards |
| Deduction for general small business pool worksheet | 2024 - onwards |
| Partner worksheet | 2017 - onwards |
| International dealings worksheet | 2018 - onwards |
SMSF annual return (SMSFAR) schedules and worksheets
SMSFAR schedules
| Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Capital gains tax schedule | 2014 - onwards |
| Family trust election, revocation or variation schedule | 2014 - onwards |
| Interposed entity election or revocation schedule | 2014 - onwards |
| Losses schedule | 2014 - onwards |
| PAYG payment summary schedule | 2014 - onwards |
SMSFAR worksheets
Worksheet | Years available |
|---|
| PAYG payment summary worksheet | 2017 - onwards |
| Capital gains/losses worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Asset depreciation worksheet | 2024 - onwards |
| Low value pool worksheet | 2024 - onwards |
| Losses worksheet | 2017 - onwards |
| Member worksheet | 2017 - onwards |
| Family trust election, revocation or variation worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.
