Tax Source

Wiki for Australian Tax Information

Menu:

Listing of All Fields in Individual Return

Year Of Return

Date Financial Year From

Date Financial Year To

Income Tax Return Type

Tax Payer Details

Tax Payer Details

Tax File Number

Amendment Indicator

Amendment Type Code

Amendment Sequence Number

Reason For Amendment

Australian Resident

Title

Family Name

Suffix

First Name

Other Given Names

Has Name Or Title Changed Since Last Tax Return Lodged

Date Of Death

Date Of Birth

Final Tax Return

Additional Information

Personal Postal Address

Current Postal Address - Address Line 1

Current Postal Address - Address Line 2

Current Postal Address - Suburb/Town

Current Postal Address - State

Current Postal Address - Postcode

Current Postal Address - Country Code

Postal Address Changed

Personal Home Address

Home Address - Address Line 1

Home Address - Address Line 2

Home Address - Suburb/Town

Home Address - State

Home Address - Postcode

Home Address - Country Code

Your Daytime Phone Number

Your Mobile Phone Number

Daytime Phone Area Code

Daytime Phone Number

Contact E-Mail Address

Electronic Funds Transfer Information

Bank/State/Branch Number

Account Number

Account Name

Income

Non-Resident Foreign Income

Non-Resident Foreign Income Amount

Salary Or Wages

Main Salary Or Wage Occupation Description

Occupation Code

Reporting Party’S Salary Or Wages Sequence Number

Payer’S Australian Business Number

Payer’S - Withholder Payer Number

Tax Withheld

Gross Income

Withholding Payment Income Type

Allowances, Earnings, Tips, Director’S Fees Etc

Allowances, Earnings, Tips, Director’S Fees Etc Tax Withheld

Amount Of Allowances, Earnings, Tips, Director’S Fees, Etc

Employer Lump Sum Payments

Reporting Party’S Employer Lump Sum Payment Sequence Number

Tax Withheld From Lump Sum For Unused Leave After 15/08/78

Lump Sum For Unused Leave After 15/08/78

Lump Sum Payment Type Code Box

Tax Withheld From Lump Sum For Unused Leave Before 16/08/78

Lump Sum For Unused Leave Before 16/08/78

Employment Termination Payment (Etp)

Reporting Party’S Employment Termination Payment Sequence Number

Etp Date Of Payment

Etp Tax Withheld Amount

Etp Taxable Component

Etp Code

Payer’S - Withholder Payer Number

Etp Payer’S Abn

Australian Government Allowances And Payments

Tax Withheld From Australian Government Allowances And Payments Like Newstart, Youth Allowance And Austudy Payment

Australian Government Allowances And Payments Like Newstart, Youth Allowance And Austudy Payment

Australian Government Pensions And Allowances

Tax Withheld From Australian Government Pensions And Allowances

Amount Of Australian Government Pensions And Allowances

Australian Annuities And Superannuation Income Streams

Australian Annuities And Superannuation Income Stream Tax Withheld

Australian Annuities And Superannuation Income Streams Taxable Component “Taxed Element”

Australian Annuities And Superannuation Income Streams Taxable Component “Untaxed Element”

Assessable Amount From Capped Defined Benefit Income Stream

Australian Annuities And Superannuation Income Streams Lump Sum In Arrears “Taxed Element”

Australian Annuities And Superannuation Income Streams Lump Sum In Arrears “Untaxed Element”

Australian Superannuation Lump Sum Payments

Reporting Party’S Australian Superannuation Lump Sum Payment Sequence Number

Australian Superannuation Lump Sum Payments “Date Of Payment”

Australian Superannuation Lump Sum Payments “Tax Withheld Amount”

Australian Superannuation Lump Sum Payments Taxable Component “Taxed Element”

Australian Superannuation Lump Sum Payments Taxable Component “Untaxed Element”

Australian Superannuation Lump Sum Payments Payer’S Abn

Australian Superannuation Lump Sum Payments - Death Benefit Was Made To A Non Dependant

Attributed Personal Services Income

Tax Withheld From Attributed Personal Services Income

Attributed Personal Services Income

Total Tax Withheld

Total Tax Withheld

Gross Interest

Gross Interest

Tfn Amounts Withheld From Gross Interest

Dividends

Dividends - Unfranked Amount

Dividends - Franked Amount

Dividends - Franking Credit

Tfn Amounts Withheld From Dividends

Employee Share Schemes

Discount From Taxed Upfront Schemes - Eligible For Reduction

Discount From Taxed Upfront Schemes - Not Eligible For Reduction

Discount From Deferral Schemes

Discount On Ess Interests Acquired Pre 1 July 2009 And ‘Cessation Time’ Occurred During Financial Year

Total Assessable Discount Amount

Ess Tfn Amounts Withheld From Discounts

Foreign Source Discounts

Total Income Or Loss

Individual Total Income Or Loss Amount

Deductions

Deductions For Payments To Associates For Principal Work

Work Related Car Expenses

Work Related Car Expenses Action Code

Work Related Travel Expenses

Work Related Uniform, Occupation Specific Or Protective Clothing, Laundry And Dry Cleaning Expenses

Work Related Uniform, Occupation Specific Or Protective Clothing, Laundry And Dry Cleaning Expenses Action Code

Work Related Self-Education Expenses

Work Related Self-Education Expenses Action Code

Other Work Related Expenses

Low Value Pool Deductions Relating To Financial Investments

Low Value Pool Deductions Relating To Rental Properties

Other Low Value Pool Deductions

Low Value Pool Deduction

Interest Deductions

Dividend Deductions

Gifts Or Donations

Cost Of Managing Tax Affairs

Cost Of Managing Tax Affairs - Interest Charged By The Ato

Cost Of Managing Tax Affairs - Litigation Costs

Cost Of Managing Tax Affairs - Other Expenses

Individual Total Deductions Amount

Losses

Losses

Primary Production Losses Carried Forward From Earlier Income Years

Primary Production Losses Claimed This Income Year

Non-Primary Production Losses Carried Forward From Earlier Income Years

Non-Primary Production Losses Claimed This Income Year

Taxable Income Or Loss

Offsets

Tax Offset T1 Seniors And Pensioners

Seniors And Pensioners - Tax Offset Code

Seniors And Pensioners - Veteran Code

Tax Offset T2 Australian Superannuation Income Stream

Australian Superannuation Income Stream

Total Tax Offsets

Total Tax Offsets

Medicare Levy Related Items

M1 Medicare Levy Reduction Or Exception

Number Of Dependent Children And Students

Exemption - Number Of Days Full Levy Exemption

Exemption - Number Of Days Full Levy Exemption Action Code

Exemption - Number Of Days Half Levy Exemption

M2 Medicare Levy Surcharge (Mls)

You And All Your Dependants Covered By Private Patient Hospital Cover For The Whole Financial Year

Number Of Days Not Liable For Surcharge

Private Health

Private Health Insurance Policy Details

Reporting Party’S Private Health Insurance Sequence Number

Private Health Insurance - Health Insurer Id

Private Health Insurance - Membership Number

Your Premiums Eligible For Australian Government Rebate

Your Australian Government Rebate Received

Benefit Code

Tax Claim Code

Adjustments

A1 Adjustments Under 18

Under 18

Under 18 Action Code

A2 Adjustments Part-Year Tax-Free Threshold

Part-Year Tax-Free Threshold Date

Number Of Months Eligible For Part-Year Tax-Free Threshold

A3 Adjustments Government Super Contributions

Income From Investment, Partnership And Other Sources Amount

Income From Investment, Partnership And Other Sources Indicator

Other Income From Employment And Business

Other Deductions From Business Income

A4 Working Holiday Maker Net Income

Working Holiday Maker Net Income

Income Tests

Income Tests

Total Reportable Fringe Benefits Amount From Employers Exempt Under Section 57A

Total Reportable Fringe Benefits Amount From Employers Not Exempt Under Section 57A

Reportable Employer Superannuation Contributions

Tax-Free Government Pensions

Target Foreign Income

Net Financial Investment Loss

Net Rental Property Loss

Child Support You Paid

Number Of Dependent Children

Adjusted Taxable Income

Estimated Total Income

Estimated Eligible Income

Spouse Details

Spouse Name

Spouse’S Or De Facto Spouse’S Family Name

Spouse’S Or De Facto Spouse’S First Name

Spouse’S Or De Facto Spouse’S Other Given Names

Spouse Date Of Birth

Spouse’S Date Of Birth

Spouse’S Gender

Period You Had A Spouse

Had Spouse For The Full Year

Spouse Details - Date Had A Spouse From

Spouse Details - Date Had A Spouse To

Spouse Died During Year

Spouse’S Income

Spouse’S Taxable Income

Your Spouse’S Section 98 Trust Income - Not Included In Spouse’S Taxable Income

Distributions To Your Spouse On Which Family Trust Distribution Tax Has Been Paid

Your Spouse’S Total Reportable Fringe Benefits Amounts From Employers Exempt Under Section 57A

Your Spouse’S Total Reportable Fringe Benefits Amounts From Employers Not Exempt Under Section 57A

Amount Of Any Australian Government Pensions And Allowances Received By Your Spouse In The Year Of The Return

Amount Of Any Exempt Pension Income Received By Your Spouse In The Year Of The Return

Spouse Reportable Superannuation Contributions

Other Specified Exempt Payments That Your Spouse Received

Your Spouse’S Target Foreign Income

Your Spouse’S Total Net Investment Loss

Child Support Your Spouse Paid

Your Spouse’S Taxed Element Of A Sls Zero Tax Rate

Your Spouse’S Adjustable Tax Income Total Amount

Supplementary Section

Income

Partnerships And Trusts

Primary Production

Distribution From Partnerships

Share Of Net Income From Trusts

Share Of Net Income From Trusts Action Code

Landcare Operations And Deduction For Decline In Value Of Water Facility, Fencing Asset And Fodder Storage Asset

Deductions Relating To Amounts Shown At Distribution From Partnerships And Share Of Net Income From Trusts

Other Deductions Relating To Amounts Shown Type

Non-Primary Production

Distribution From Partnerships Relating To Financial Investments, Less Foreign Income

Share Of Net Rental Property Income Or Loss From Partnerships

Other Distributions From Partnerships

Distribution From Partnerships Less Foreign Income

Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions - Managed Investment Scheme Income

Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions - Other Income

Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions

Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions Action Code

Franked Distributions From Trusts Relating To Investments

Franked Distributions From Trusts - Other

Franked Distributions From Trusts

Landcare Operations Expenses

Managed Investment Scheme Deductions Relating To Amounts Shown At “Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions” And “Franked Distributions From Trusts”

Partnership Deductions Relating To Financial Investment Amounts Shown At “Distribution From Partnerships Less Foreign Income”

Partnership Deductions Relating To Rental Property Income Or Loss Shown At “Distribution From Partnerships Less Foreign Income”

Other Deductions Relating To Distributions Shown At “Distribution From Partnerships Less Foreign Income”, “Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions” And “Franked Distributions From Trusts”

Other Deductions Relating To Amounts Shown At “Distribution From Partnerships Less Foreign Income”, “Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions” And “Franked Distributions From Trusts”

Other Deductions Relating To Amounts Shown At “Distribution From Partnerships Less Foreign Income”, “Share Of Net Income From Trusts Less Capital Gains, Foreign Income And Franked Distributions” And “Franked Distributions From Trusts” Type

Partnership Share Of ‘Net Small Business Income’ Less Deductions Attributable To That Share

Trust Share Of ‘Net Small Business Income’ Less Deductions Attributable To That Share

Share Of Credits From Income And Tax Offsets

Share Of Credit For Tax Withheld Where Australian Business Number Not Quoted

Share Of Franking Credit From Franked Dividends

Share Of Credit For Tfn Amounts Withheld From Interest, Dividends And Unit Trust Distributions

Credit For Tfn Amounts Withheld From Payments From Closely Held Trusts

Share Of Credit For Tax Paid By Trustee

Share Of Credit For Foreign Resident Withholding Amounts (Excluding Capital Gains)

Share Of National Rental Affordability Scheme Tax Offset

Personal Services Income

Tax Withheld - Voluntary Agreement

Tax Withheld Where Australian Business Number Not Quoted

Tax Withheld - Labour Hire Or Other Specified Payments

Net Personal Services Income

Net Income Or Loss From Business

Net Primary Production Income/Loss

Net Income Or Loss From Carrying On A Business Of Investing

Net Income Or Loss From Carrying On A Rental Property Business

Other Income Or Loss Relating To Other Income Or Loss Relating To Net Income Or Loss From Business

Net Non-Primary Production Income/Loss

Net Small Business Income

Net Income/Loss From Business Tax Withheld Voluntary Agreement

Net Income/Loss From Business Tax Withheld Where Australian Business Number Not Quoted

Net Income/Loss From Business Tax Withheld - Foreign Resident Withholding (Excluding Capital Gains)

Net Income/Loss From Business Tax Withheld - Labour Hire Or Other Specified Payments

Deferred Non-Commercial Business Losses

Your Share Of Deferred Losses From Partnership Activities - From Carrying On A Business Of Investing

Your Share Of Deferred Losses From Partnership Activities - From Carrying On A Rental Property Business

Your Share Of Deferred Losses From Partnership Activities - Other

Your Share Of Deferred Losses From Partnership Activities

Deferred Losses From Sole Trader Activities - From Carrying On A Business Of Investing

Deferred Losses From Sole Trader Activities - From Carrying On A Rental Property Business

Deferred Losses From Sole Trader Activities - Other

Deferred Losses From Sole Trader Activities

Primary Production Deferred Losses

Non-Primary Production Deferred Losses

Net Farm Management Deposits Or Repayments

Deductible Deposits

Early Repayments - Natural Disaster And Drought

Other Repayments

Net Farm Management Deposits Or Repayments

Capital Gains

Had A Cgt Event During The Year

Exemption Or Rollover Applied

Applied Exemption Or Rollover Code

Net Capital Gain

Total Current Year Capital Gains

Net Capital Losses Carried Forward To Later Income Years

Credit For Foreign Resident Capital Gains Withholding Amounts

Foreign Entities

Had A Direct Or Indirect Interest In A Controlled Foreign Company (Cfc)

Cfc Income

Have You Ever, Either Directly Or Indirectly, Caused The Transfer Of Property (Incl. Money) Or Services To A Non-Resident Trust Estate?

Transferor Trust Income

Foreign Source Income And Foreign Assets Or Property

Assessable Foreign Source Income

Other Net Foreign Employment Income

Net Foreign Pension Or Annuity Income Without An Undeducted Purchase Price

Net Foreign Pension Or Annuity Income With An Undeducted Purchase Price

Net Foreign Rent

Other Net Foreign Source Income - Dividend Income Or Managed Investment Scheme Income From Foreign Companies - Including From Foreign Partnerships

Other Foreign Source Income

Other Net Foreign Source Income

Australian Franking Credits From A New Zealand Franking Company

Net Foreign Employment Income - Payment Summary

Exempt Foreign Employment Income

Foreign Income Tax Offset

Owned, Or Had Interest In, Assets Located Outside Australia With Total Value Of Aud $50,000 Or More

Rent

Gross Rent

Interest Deductions

Capital Works Deductions

Other Rental Deductions

Bonuses From Life Insurance Companies And Friendly Societies

Bonuses From Life Insurance Companies And Friendly Societies

Forestry Managed Investment Scheme Income

Forestry Managed Investment Scheme Income

Other Income

Reporting Party’S Other Income Sequence Number

Other Income Type - Category 1 Description

Other Income Category 1 Action Code

Assessable Balancing Adjustment Amounts For A Low Value Pool Deduction Relating To Financial Investments

Assessable Balancing Adjustment Amounts For A Low Value Pool Deduction Relating To A Rental Property

Other Category 1 Income

Other Income Type - Category 1 - Amount

Other Income Type - Category 2 (Ato Interest) Description

Other Income Type - Category 2 (Ato Interest) - Amount

Other Income Type - Category 3 Description

Other Income Category 3 Action Code

Income From A Financial Investment Not Included At Another Label

Other Category 3 Income

Other Income - Category 3 - Amount

Tax Withheld - Lump Sum Payments In Arrears

Taxable Professional Income

Deductions

Deductible Amount Of Undeducted Purchase Price Of A Foreign Pension Or Annuity

Deductible Amount Of Upp Of Foreign Pension Or Annuity

Personal Superannuation Contributions

Reporting Party’S Personal Superannuation Contributions Sequence Number

Did You Provide Your Fund (Including A Retirement Savings Account) With A Notice Of Intent To Claim A Deduction For Personal Superannuation Contributions, And Receive An Acknowledgement From Your Fund?

Full Name Of Fund

Personal Superannuation Contributions - Account Number

Deduction Claimed

Personal Superannuation Contributions - Fund Abn

Personal Superannuation Contributions - Fund Tfn

Deduction For Project Pool

Individual - Deduction For Project Pool

Forestry Managed Investment Scheme Deduction

Forestry Managed Investment Scheme Deduction

Other Deductions

Other Deductions - Election Expenses

Reporting Party’S Other Deductions Sequence Number

Description Of Claims

Other Deductions Relating To Financial Investments Not Included At Another Label

Other Deductions - Debt Deductions Incurred In Deriving Foreign Rental Income, Not Claimed Elsewhere

Other Deductions - Not In The Above Categories

Other Deductions

Tax Offsets

Superannuation Contributions On Behalf Of Your Spouse

Contributions Paid

Superannuation Contributions On Behalf Of Your Spouse Tax Offset

Zone Or Overseas Forces

Zone Or Overseas Forces Tax Offset

Total Net Medical Expenses

Total Net Medical Expenses For Disability Aids, Attendant Care Or Aged Care

Dependent

Invalid And Invalid Carer Tax Offset

Landcare And Water Facility

Landcare And Water Facility Tax Offset Brought Forward From Prior Years

Early Stage Venture Capital Limited Partnership (Esvclp) Tax Offset

Early Stage Venture Capital Limited Partnership (Esvclp) - Current Year Tax Offset

Early Stage Venture Capital Limited Partnership (Esvclp) - Tax Offset Carried Forward From Previous Year

Early Stage Investor Tax Offset

Early Stage Investor - Current Year Tax Offset

Early Stage Investor - Tax Offset Carried Forward From Previous Year

Other Non-Refundable Tax Offsets

Other Non-Refundable Tax Offsets

Other Non-Refundable Tax Offsets Action Code

Other Refundable Tax Offsets

Other Refundable Tax Offsets

Other Refundable Tax Offsets Code

Adjustments

Amount On Which Family Trust Distribution Tax Has Been Paid

Amount On Which Family Trust Distribution Tax Has Been Paid

Credit For Interest On Tax Paid

Credit For Interest On Early Payments - Amount Of Interest

Business & Professional Items

Personal Services Income

Received Personal Services Income

Satisfied The Results Test

Received A Personal Services Business Determination(S) For The Whole Of The Period Psi Earned

Received 80% Or More Of Psi From One Source

Psi - Unrelated Clients Test

Psi - Employment Test

Psi - Business Premises Test

Psi - Voluntary Agreement

Psi Where Australian Business Number Not Quoted

Psi - Labour Hire Or Other Specified Payments

Psi - Other

Deductions For Payments To Associates For Principal Work

Total Amount Of Other Deductions Against Psi

Description Of Main Business Or Professional Activity

Description Of Main Business Or Professional Activity

Industry Code

Number Of Business Activities

Number Of Business Activities

Status Of Business

Status Of Business Code

Business Name Of Main Business And Australian Business Number (Abn)

Business Name Of Main Business

Australian Business Number

Business Address Of Main Business

Business Address Of Main Business - Street Name And Number Address Line 1

Business Address Of Main Business - Street Name And Number Address Line 2

Business Address Of Main Business - Suburb/Town

Business Address Of Main Business - State

Business Address Of Main Business - Postcode

Did You Sell Any Goods Or Services Using The Internet?

Did You Sell Any Goods Or Services Using The Internet?

Business Income And Expenses

Pp - Gross Payments Where Australian Business Number Not Quoted

Non-Pp - Gross Payments Where Australian Business Number Not Quoted

Non-Pp - Gross Payments Subject To Foreign Resident Withholding (Excluding Capital Gains)

Pp - Gross Payments Voluntary Agreement

Non-Pp - Gross Payments Voluntary Agreement

Pp - Gross Payments Labour Hire Or Other Specified Payments

Non-Pp - Gross Payments Labour Hire Or Other Specified Payments

Pp - Assessable Government Industry Payments

Pp - Assessable Government Industry Payments Action Code

Non-Pp - Assessable Government Industry Payments

Non-Pp - Assessable Government Industry Payments Action Code

Pp - Other Business Income

Non-Pp - Other Business Income

Total Business Income

Opening Stock

Purchases And Other Costs

Closing Stock

Closing Stock Action Code

Foreign Resident Withholding Expenses (Excluding Capital Gains)

Contractor, Sub-Contractor & Commission Expenses

Superannuation Expenses

Bad Debts

Lease Expenses

Rent Expenses

Interest Expenses Within Australia

Interest Expenses Overseas

Depreciation Expenses

Motor Vehicle Expenses

Motor Vehicle Expenses Action Code

Repairs And Maintenance

All Other Expenses

Pp - Total Business Expenses

Non-Pp - Total Business Expenses

Section 40-880 Deduction

Deduction For Project Pool

Landcare Operations And Deduction For Decline In Value Of Water Facility, Fencing Asset And Fodder Storage Asset

Income Reconciliation Adjustments

Expense Reconciliation Adjustments

Pp - Net Income Or Loss From Business This Year

Non-Pp - Net Income Or Loss From Business This Year

Pp - Deferred Non-Commercial Losses From A Prior Year

Non-Pp - Deferred Non-Commercial Losses From A Prior Year

Business Loss Activity Details

Reporting Party’S Business Loss Activity Sequence Number

Business Loss Activity - Description Of Activity

Business Loss Activity - Industry Code

Business Loss Activity - Partnership Or Sole Trader

Business Loss Activity - Type Of Loss

Product Ruling Year

Product Ruling Number

Private Ruling Number

Activity - Deferred Non-Commercial Loss From A Prior Year

Business Loss Activity - Net Loss Amount

Small Business Entity Simplified Depreciation

Small Business Entity Simplified Depreciation - Deduction For Certain Assets

Small Business Entity Simplified Depreciation - Deduction For General Small Business Pool

Trade Debtors

Trade Debtors

Trade Creditors

Trade Creditors

Total Salary And Wage Expenses

Total Salary And Wage Expenses

Total Salary And Wage Expenses Action Code

Total Salary And Wage Expenses Action Code

Payments To Associated Persons

Payments To Associated Persons

Intangible Depreciating Assets First Deducted

Intangible Depreciating Assets First Deducted

Other Depreciating Assets First Deducted

Other Depreciating Assets First Deducted

Termination Value Of Intangible Depreciating Assets

Termination Value Of Intangible Depreciating Assets

Termination Value Of Other Depreciating Assets

Termination Value Of Other Depreciating Assets

Trading Stock Election

Trading Stock Election

Hours Taken To Prepare And Complete This Form

Hours Taken To Prepare And Complete The Bpi Section

Family Assistance Consent

Spouse’S Crn

Spouse’S Customer Reference Number

Reporting Party Declaration

Reporting Party Declarer Tax File Number

Reporting Party Declarer Contact Name

Reporting Party Declarer Position Held Of Person Making The Declaration

Reporting Party Declarer Telephone Area Code

Reporting Party Declarer Telephone Number

Reporting Party Declarer Signature Date

Reporting Party Declarer Signature Indicator

Reporting Party Declarer Identifier

Intermediary Declaration

Intermediary Declarer Australian Business Number

Intermediary Declarer Contact Name

Intermediary Declarer Position Held Of Person Making The Declaration

Intermediary Declarer Telephone Area Code

Intermediary Declarer Telephone Number

Intermediary Declarer Signature Date

Intermediary Declarer Signature Indicator

Intermediary Declarer Identifier

Additional Tax Agent Details

Client’S Reference

Declarer Tax Agent Number