[AU] List of Record Templates


Guide to References:


00 = Individual IncomeAS = Activity StatementsC = Tax Adjustments CGT = Capital Gains Tax
D = Individual ExpensesF = Current AssetsFB = Fringe BenefitsG = Non-Current Assets
H = Liabilities
J = GST
K = Equity
M = Business Income
N = Business Expenses
PP = Primary Production
SF = Super Funds
SS = Salary Sacrifice
T = Individual Tax Offsets
TD = Trusts
TP = Tax Planning


Templates available as of 1 August 2023:


Reference
Name
TD06
50 Percent Stake Test
SF48
Account Based Pension Over 60
SF47
Account Based Pension Under 60
N05
Accountancy
H04
Accruals
TD03 
Adjusted Section 97 Assessable Income
AS10
Annual PAYG Instalments
05
Aust Government Payments
07
Aust Super and Annuities
T02
Aust Super Income Stream Offset
PP13
Averaging Worksheet
SF28
Bank
F10
Bank
H25Bank Loan
J50
BAS Lodgements
AS14
BAS Summary
C26
Base Rate Entity Passive Income
TD05
Beneficiary Current Accounts
SF43
Benefits
FB02
Board Fringe Benefits
M2
Borrowing Costs
G05
Borrowing Costs
A08
Budget
15
Business and Professional Items
TD01
Capital Gains Allocation
SF52
Capital Gains Tax Relief
SF51
Capital Gains Tax Summary
18
Capital Gains Worksheet
SF50
Capital Gains Worksheet
M03
Capital Gains Worksheet
SS04
Car Fringe Benefits
FB10
Car Fringe Benefits
FB03
Car Parking Fringe Benefits
CGT2
CGT Event and Cost Base
SF61
Changes in Market Value
H11Chattel Mortgage Schedule
EJ03
Client Adjustment Journals
K05
Company Capital Accounts
SF41
Contributions
D10
Cost of Managing Tax Affairs
H06
Credit Card
D02
Debt and Equity Checklist
FB04
Debt Waiver Fringe Benefits
SF62
Deductions and Expenses
TP17
Deferred Income
K06
Discretionary Trust Capital
D06
Distributable Surplus
M06
Distribution Summary
M07
Distributions - Simplified
M05
Distributions
D07
Div 7A Repayment Calculator
M11
Dividends - Comprehensive
M10
Dividends
TP29
Dividends Paid Summary
11
Dividends Received
SF54
Dividends Received
G31
Division 7A
D09
Donations
N10
Donations
T08
Early Stage Investor Offsets
SF44
Earnings
12
Employee Share Schemes
EMPS
Employee Summary
SS03
Employees
04
Employment Termination Payments
N15
Entertainment
AS11
Estimated Benchmark Tax
TP12
Estimated Business Expenses
TP07
Estimated Business Gross Profit
TP13
Estimated Interest Expense
TP15
Estimated Livestock Trading Account
TP11
Estimated Other Income
TP14
Estimated Primary Production Income
TP08
Estimated Rental Properties Income
TP09
Estimated Rental Property Depreciation
FB15
Expense Payment Fringe Benefits
N20
Expenses
FB12
External Property Fringe Benefits
AS12
FBT Instalments
FB17
FBT Instalments Paid
SF23
Financial Acquisitions Threshold
TP27
Financial Statement Cover Sheet
TP25
Financial Statement NPP
TP26
Financial Statement PP
N25 F
Fines and Penalties
G10
Fixed Assets Depreciation
SF33
Fixed Assets Deprecation
PP05
Forced Sale Livestock
TP16
Forced Sale of Livestock
19
Foreign Source Income
TD02
Franked Distributions Allocation
C05
Franking Accounts
AS13
Fuel Tax Credits
J30 
GST Margin Scheme
J51
GST Reconciliation
AS03
GST Worksheet Instalments
AS01
GST Worksheet Long Form
AS02
GST Worksheet Short Form
AS04
GST Worksheet Simpler BAS
FB06
Housing Fringe Benefits
FB07
Housing Loan Fringe Benefits
AS15
IAS Summary
FB13
In House Property Fringe Benefits
TD08
Income Injection Test
N30
Insurance
G15
Intangibles
H15
Inter Entity Loan
D07
Interest and Dividend Deductions
M03
Interest Apportionment
N35
Interest Apportionment
TP10
Interest Income
10
Interest Received
M15
Interest Received
SF53
Interest Received
T06
Invalid and Invalid Carer Offset
G20
Investments
SF34
Investments
N39
Land Tax Apportionment
H20
Leases
N40
Legal Fees
F20
Livestock
FB08
Living Away From Home Allowance Fringe Benefits
FB09
Loan Fringe Benefits
C15
Losses
SF25
Losses
AS06
Luxury Car Tax
13A
Managed Fund Distributions
SF58
Managed Fund Distributions
SF59
Managed Funds Distributions Summary
FB05
Meal Entertainment Fringe Benefits
T05
Medical Expenses Offset
SF45
Member Accounts
D01
Motor Vehicle Expenses
N45
Motor Vehicle Expenses
M40Motor Vehicle FBT Contributions
G25
Other Assets
SF35
Other Assets
M20
Other Income
PP08
Other Income
SF60
Other Income
H30
Other Liabilities
T10
Other Tax Offsets
D05
Other Work Related Deductions
K07
Partners & Sole Traders Capital
13C
Partnership and Trust Distributions Summary
13B
Partnership and Trust Distributions
SF57
Partnership and Trust Distributions
TD07
Pattern of Distributions
SF38
Payables
B02
PAYG Instalment Calculator - Individuals
B01
PAYG Instalments
AS08
PAYG Instalments Option 1
AS09
PAYG Instalments Option 2
AS07
PAYG Withholdings
C30
Payments to Associated Persons
N56
Payroll Tax
09
Personal Services Income
F30
Prepayments
SF30
Prepayments
PHI
Private Health Insurance Details
PP06
Produce Trading Account
H40
Provisions - Annual Leave
H39
Provisions - Long Service Leave
H35
Provisions - Tax
SF39
Provisions - Tax
SF29
Receivables
TD09
Recoupment of Losses
21A
Rental Property
M25
Rental Property
SF55
Rental Property
21B
Rental Property Summary
M26
Rental Property Summary
SF56
Rental Property Summary
N60
Repairs Maintenance
K10
Reserves
FB14
Residual Fringe Benefits
FB11
Residual Motor Vehicle Fringe Benefits
M30
Revenue
SF42
Rollovers
01
Salaries and Wages
G30
Sale or Purchase Business
SF36
Sale or Purchase Property
M35
Sales Trading Account
C28
SBE Aggregated Turnover
T01
Seniors and Pensioners Offset
N65
Service Fees
FB16
Simplified Car FBT
TSBE
Small Business Income Tax Offset
Z01
Spare Worksheet - Blank
Z02
Spare Worksheet - List
SP
Spouse Details and Income
F15
Stock on Hand
N70
Subscriptions
H07
Sundry Creditors
F25
Sundry Debtors
N75
Superannuation
H08
Superannuation Liability
D15
Supplementary Deductions
C10
Tax Effect Accounting
C20
Tax Reconciliation
TP18
Tax Reconciliation Business Income
SF21
Tax Reconciliation SMSF
C25
Tax Worksheet
TD10
Test Individual Worksheet
TP30
Total Super Balance and Transfer Balance
SF40
Total Superannuation Balance
H05
Trade Creditors
F05
Trade Debtors
SF49
Transfer Balance Account
TP28
Trust Distribution Summary
K08
Unit Trust Capital
D08
UPE Repayment Calculator
N80
Wages
AS05
Wine Equilisation Tax
D03
Work Related Clothing
D04
Work Related Self Education
D02
Work Related Travel
N85
Workcover

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