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Tax workpapers and schedules

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

Australian superannuation income stream

Y

 

 

 

Business - Reconciliation Statement

Y

 

 

 

Business - Primary Production

Y

 

 

 

Business - Non Primary Production

Y

 

 

 

Distribution received - Partnership

Y

Y

 

 

Distribution received - Managed fund

Y

 

 

 

Distribution received - Trust

Y

Y

 

 

Early stage investor (ESIC) tax offset

Y

 

 

 

Early stage venture capital limited partnership (ESVCLP) tax offset

Y

 

 

 

Franking account

 

Y

 

 

Invalid carer offset

Y

Y 

 

 

Motor vehicle expenses

Y

 

 

 

Other non-refundable Tax Offset

Y

 

 

 

Other Refundable Tax offset

Y

 

 

 

Primary production income averaging

Y

 

 

 

Reconciliation Statement 

 

 

 

 

Rental property schedule

Y

 

Revenue losses reconciliation

 

 

 

Senior and pensioners tax offset

Y

 

 

 

Small business income tax offset

 

 

 

 

Special professionals income averaging

Y

 

 

 

Superannuation contribution on behalf of spouse

Y

 

 

 

Superannuation lumpsum

Y

 

 

 

Work-related self-education expenses

Y

 

 

 

Zone offset

Y

 

 

 

 ATO schedule

Name

Individual

Company

Partnership

Trust

Capital gains tax schedule

Y

Y

 

Y

Consolidated group losses schedule

 

Y

 

 

Deductions schedule

Y

 

 

 

Dividends and interest schedule

 

Y

 

 

Family trust election, revocation or variation

 

 

 

Y

Foreign income

 

 

Y

Y

Franking account

 

 

 

Income details schedule

Y

 

 

 

Individual PAYG payment summary schedule

Y

 

 

 

Interposed entity election or revocation

 

Y

 

Y

International Dealings schedule

 

Y

Y

Y

Invalid carer offset

Y

 

 

 

Losses schedule

 

Y

 

Y

Motor vehicle expenses

 

 

 

Non-Resident Foreign Income schedule

Y

 

 

 

Non-individual PAYG payment summary

 

Y

Y

Y

Partner's distribution

 

 

Y

 

Reportable tax position schedule

 

Y

 

 

Rental property schedule

Y

 

Y

Y

Taxation of financial arrangements