Guide to References
| 00 = Individual Income | AS = Activity Statements | C = Tax Adjustments | CGT = Capital Gains Tax |
| D = Individual Expenses | F = Current Assets | FB = Fringe Benefits | G = Non-Current Assets |
| H = Liabilities | J = GST/VAT | 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 April 2024
Reference | Name | AU | NZ | UK |
TD06 | 50 Percent Stake Test | ü | ||
SF48 | Account Based Pension Over 60 | ü | ||
SF47 | Account Based Pension Under 60 | ü | ||
N05 | Accountancy | ü | ||
H04 | Accruals | ü | ü | ü |
| G29 | Accumulated Property Cost Base and CGT | ü | ||
TD03 | Adjusted Section 97 Assessable Income | ü | ||
AS10 | Annual PAYG Instalments | ü | ||
05 | Aust Government Payments | ü | ||
07 | Aust Super and Annuities | ü | ||
T02 | Aust Super Income Stream Offset | ü | ||
PP13 | Averaging Worksheet | ü | ||
F10 | Bank | ü | ü | ü |
SF28 | Bank | ü | ||
H25 | Bank Loans | ü | ü | ü |
AS00 | BAS and IAS Checklist | ü | ||
J50 | BAS Lodgements | ü | ||
AS14 | BAS Summary | ü | ||
C26 | Base Rate Entity Passive Income | ü | ||
TD05 | Beneficiary Current Accounts | ü | ||
SF43 | Benefits | ü | ||
FB02 | Board Fringe Benefits | ü | ||
G05 | Borrowing Costs | ü | ü | ü |
M02 | Borrowing Costs | ü | ||
15 | Business and Professional Items | ü | ||
108 | Capital Gains | ü | ||
TD01 | Capital Gains Allocation | ü | ||
SF52 | Capital Gains Tax Relief | ü | ||
SF51 | Capital Gains Tax Summary | ü | ||
M03 | Capital Gains Worksheet | ü | ||
SF50 | Capital Gains Worksheet | ü | ||
18 | Capital Gains Worksheet | ü | ||
FB10 | Car Fringe Benefits | ü | ||
SS04 | Car Fringe Benefits | ü | ||
FB03 | Car Parking Fringe Benefits | ü | ||
F12 | Cashbook | ü | ü | ü |
CGT2 | CGT Event and Cost Base | ü | ||
CGT3 | CGT Summary | ü | ||
SF61 | Changes in Market Value | ü | ||
100C | Charitable Giving | ü | ||
H11 | Chattel Mortgage Schedule | ü | ü | ü |
M01 | Childcare Tax Rebate | ü | ||
K05 | Company Capital Accounts | ü | ü | |
D03 | Company Debit Loan Summary | ü | ||
ITR | Company Tax Return | ü | ||
TP02 | Complex Tax Strategies | ü | ||
SF41 | Contributions | ü | ||
D10 | Cost of Managing Tax Affairs | ü | ||
H06 | Credit Card | ü | ü | |
FB04 | Debt Waiver Fringe Benefits | ü | ||
SF62 | Deductions and Expenses | ü | ||
H10 | Deferred Income | ü | ü | ü |
TP17 | Deferred Income | ü | ||
C12 | Deferred Tax | ü | ü | ü |
K06 | Discretionary Trust Capital | ü | ü | |
| C16 | Discretionary Trust Distribution - No Streaming | ü | ||
D06 | Distributable Surplus | ü | ||
M06 | Distribution Summary | ü | ||
M05 | Distributions | ü | ||
M07 | Distributions - Simplified | ü | ||
M11 | Dividends | ü | ||
TP29 | Dividends paid summary | ü | ||
SF54 | Dividends Received | ü | ||
11 | Dividends Received | ü | ||
G31 | Division 7A | ü | ||
N10 | Donations | ü | ü | ü |
D09 | Donations | ü | ||
T07 | Early Stage Investor Offsets | ü | ||
SF44 | Earnings | ü | ||
12 | Employee Share Schemes | ü | ||
EMPS | Employee Summary | ü | ||
SS03 | Employees | ü | ||
102 | Employment | ü | ||
04 | Employment Termination Payments | ü | ||
N15 | Entertainment | ü | ü | ü |
AS11 | Estimated Benchmark Tax | ü | ||
TP12 | Estimated Business Expenses | ü | ||
TP07 | Estimated Business Gross Profit | ü | ||
TP13 | Estimated Interest Expense | ü | ||
TP15 | Estimated Livestock Trading Account | ü | ||
TP11 | Estimated Other Income | ü | ||
TP14 | Estimated Primary Production Income | ü | ||
TP08 | Estimated Rental Properties Income | ü | ||
TP09 | Estimated Rental Property Depreciation | ü | ||
FB15 | Expense Payment Fringe Benefits | ü | ||
N20 | Expenses | ü | ||
FB12 | External Property Fringe Benefits | ü | ||
FB19 | FBT Employee Summary | ü | ||
AS12 | FBT Instalments | ü | ||
FB17 | FBT Instalments Paid | ü | ||
TR_2 | FBT Rates | ü | ||
FB18 | FBT Summary | ü | ||
SF23 | Financial Acquisitions Threshold | ü | ||
TP27 | Financial Statement Cover Sheet | ü | ||
TP25 | Financial Statement NPP | ü | ||
TP26 | Financial Statement PP | ü | ||
N25 | Fines & Penalties | ü | ü | ü |
G10 | Fixed Assets Deprec | ü | ü | ü |
SF33 | Fixed Assets Deprecation | ü | ||
PP05 | Forced Sale Livestock | ü | ||
TP16 | Forced Sale of Livestock | ü | ||
106A | Foreign Income - Overseas Sources | ü | ||
106B | Foreign Income - Property | ü | ||
19 | Foreign Source Income | ü | ||
TD02 | Franked Distributions Allocation | ü | ||
C05 | Franking Accounts | ü | ||
AS13 | Fuel Tax Credits | ü | ||
105A | Furnished Holiday Lettings | ü | ||
105B | Furnished Holiday Lettings Summary | ü | ||
L05 | General Ledger Detail | ü | ü | ü |
C25 | Group Tax Reconciliation | ü | ||
J30 | GST Margin Sheme | ü | ||
J51 | GST Reconciliation | ü | ü | |
SF24 | GST Reconciliation | ü | ||
| J50 | GST Return Lodgements | ü | ||
AS03 | GST Worksheet Instalments | ü | ||
AS01 | GST Worksheet Long Form | ü | ||
AS02 | GST Worksheet Short Form | ü | ||
AS04 | GST Worksheet Simpler BAS | ü | ||
H13 | Hire Purchase Schedule | ü | ü | ü |
FB06 | Housing Fringe Benefits | ü | ||
FB07 | Housing Loan Fringe Benefits | ü | ||
AS15 | IAS Summary | ü | ||
| C05 | Imputation Accounts | ü | ||
FB13 | In House Property Fringe Benefits | ü | ||
TD08 | Income Injection Test | ü | ||
C50 | Income Tax Account | ü | ||
IT | Income Tests | ü | ||
N30 | Insurance | ü | ||
G15 | Blackhole Expenditure | ü | ü | |
H50 | Integrated Client Account | ü | ||
H15 | Inter Entity Loan | ü | ||
100A | Interest & Dividend Income | ü | ||
D07 | Interest and Dividend Deductions | ü | ||
N35 | Interest Apportionment | ü | ||
M03 | Interest Apportionment | ü | ü | |
TP10 | Interest Income | ü | ||
M15 | Interest Received | ü | ü | |
SF53 | Interest Received | ü | ||
10 | Interest Received | ü | ||
T05 | Invalid and Invalid Carer Offset | ü | ||
G20 | Investments | ü | ü | ü |
SF34 | Investments | ü | ||
| N81 | IRD Wage Lodgements | ü | ||
N39 | Land Tax Apportionment | ü | ||
H20 | Leases | ü | ||
N40 | Legal Fees | ü | ü | ü |
F20 | Livestock | ü | ü | |
FB08 | Living Away From Home Allowance Fringe Benefits | ü | ||
FB09 | Loan Fringe Benefits | ü | ||
H12 | Loan Summary | ü | ||
C15 | Losses | ü | ||
SF25 | Losses | ü | ||
AS06 | Luxury Car Tax | ü | ||
SF58 | Managed Fund Distributions | ü | ||
13A | Managed Fund Distributions | ü | ||
SF59 | Managed Funds Dist Summary | ü | ||
FB05 | Meal Entertainment Fringe Benefits | ü | ||
SF45 | Member Accounts | ü | ||
N45 | Motor Vehicle Expenses | ü | ü | |
D01 | Motor Vehicle Expenses | ü | ||
FB20 | Multi-Car Fringe Benefits | ü | ||
M40 | MV FBT Contributions | ü | ||
TP31 | Original Projected Taxable Income | ü | ||
G25 | Other Assets | ü | ü | ü |
SF35 | Other Assets | ü | ||
M20 | Other Income | ü | ü | |
SF60 | Other Income | ü | ||
H30 | Other Liabilities | ü | ü | ü |
T09 | Other Tax Offsets | ü | ||
D05 | Other Work Related Deductions | ü | ||
K07 | Partners & Sole Traders Capital | ü | ü | |
104 | Partnership | ü | ||
13C | Partnership and Trust Dist Summary | ü | ||
SF57 | Partnership and Trust Distributions | ü | ||
13B | Partnership and Trust Distributions | ü | ||
ITR | Partnership Tax Return | ü | ||
TD07 | Pattern of Distributions | ü | ||
SF38 | Payables | ü | ||
B02 | PAYG instalment calculation for individuals | ü | ||
B01 | PAYG Instalments | ü | ||
AS08 | PAYG Instalments Option 1 | ü | ||
AS09 | PAYG Instalments Option 2 | ü | ||
AS07 | PAYG Withholdings | ü | ||
C30 | Payments to Associated Persons | ü | ||
N56 | Payroll Tax | ü | ||
| N75 | Pensions | ü | ||
100B | Pension & State Benefits | ü | ||
09 | Personal Services Income | ü | ||
F30 | Prepayments | ü | ü | ü |
SF30 | Prepayments | ü | ||
PHI | Private Health Insurance Details | ü | ||
PP06 | Produce Trading Account | ü | ||
H40 | Provisions - Annual Leave | ü | ü | |
H39 | Provisions - Long Service Leave | ü | ||
H35 | Provisions - Tax | ü | ü | |
SF39 | Provisions - Tax | ü | ||
| K20 | QBCC Minimum Financial Requirement | ü | ||
SF29 | Receivables | ü | ||
TD09 | Recoupment of Losses | ü | ||
M25 | Rental Property | ü | ü | |
SF55 | Rental Property | ü | ||
21A | Rental Property | ü | ||
105C | Rental Property | ü | ||
M26 | Rental Property Summary | ü | ||
SF56 | Rental Property Summary | ü | ||
21B | Rental Property Summary | ü | ||
105D | Rental Property Summary | ü | ||
N60 | Repairs Maintenance | ü | ||
K10 | Reserves | ü | ||
FB14 | Residual Fringe Benefits | ü | ||
FB11 | Residual Motor Vehicle Fringe Benefits | ü | ||
M30 | Revenue | ü | ||
SF42 | Rollovers | ü | ||
01 | Salaries and Wages | ü | ||
SS02 | Salary Sacrafice Checklist | ü | ||
G30 | Sale or Purchase Business | ü | ||
SF36 | Sale or Purchase Property | ü | ||
M35 | Sales Trading Account | ü | ||
C28 | SBE Aggregated Turnover | ü | ||
| G35 | Section 455 Calculator | ü | ||
103 | Self-Employment | ü | ||
T01 | Seniors and Pensioners Offset | ü | ||
N65 | Service Fees | ü | ||
TP01 | Simple Tax Strategies | ü | ||
FB16 | Simplified Car FBT | ü | ||
C45 | Skills and Training Boost | ü | ||
TSBE | Small Business Income Tax Offset | ü | ||
Z01 | Spare Worksheet - Blank | ü | ||
Z02 | Spare Worksheet - List | ü | ||
SP | Spouse Details and Income | ü | ||
F15 | Stock on Hand | ü | ü | ü |
N70 | Subscriptions | ü | ü | |
B01 | Summary | ü | ||
P01 | Summary | ü | ||
H07 | Sundry Creditors | ü | ü | ü |
F25 | Sundry Debtors | ü | ü | ü |
N75 | Superannuation | ü | ||
D15 | Supplementary Deductions | ü | ||
C10 | Tax Effect Accounting | ü | ||
TR_1 | Tax Rates | ü | ü | ü |
C20 | Tax Reconciliation | ü | ü | ü |
TP18 | Tax Reconciliation Business Income | ü | ||
SF21 | Tax Reconciliation SMSF | ü | ||
C40 | Technology Investment Boost | ü | ||
TD10 | Test Individual Worksheet | ü | ||
TP30 | Total Super Balance and Transfer Balance | ü | ||
SF40 | Total Superannuation Balance | ü | ||
H05 | Trade Creditors | ü | ü | ü |
F05 | Trade Debtors | ü | ü | ü |
SF49 | Transfer Balance Account | ü | ||
| A04J | Trust Distribution Step by Step | ü | ||
TDS | Trust Distribution Summary | ü | ||
TTR | Trust Tax Return | ü | ||
107 | Trusts | ü | ||
| C18 | Unit and Fixed Trust Distribution - No Streaming | ü | ||
K08 | Unit Trust Capital | ü | ||
D08 | UPE Repayment Calculator | ü | ||
| J21 | VAT Reconciliation | ü | ||
| N80 | Wages & PAYE | ü | ü | |
N80 | Wages & PAYG | ü | ||
AS05 | Wine Equilisation Tax | ü | ||
| D05A | Work from Home Deduction | ü | ||
| N86 | Work from Home Deduction | ü | ||
| 102A | Work from Home Deduction | ü | ||
D03 | Work Related Clothing | ü | ||
D04 | Work Related Self Education | ü | ||
D02 | Work Related Travel | ü | ||
N85 | Workcover | ü |