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/VAT
K = Equity
M = Business Income
N = Business ExpensesPP = 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
AUNZUK
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
G29Accumulated Property Cost Base and CGTü


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
C16Discretionary Trust Distribution - No Streamingü


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


J50GST 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


C05Imputation 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


N81IRD 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
üü
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


N75Pensions

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


K20QBCC Minimum Financial Requirementü


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


G35Section 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


A04JTrust Distribution Step by Stepü


TDS
Trust Distribution Summary
ü


TTR
Trust Tax Return
ü


107
Trusts
ü


C18Unit and Fixed Trust Distribution - No Streamingü


K08
Unit Trust Capital
ü


D08
UPE Repayment Calculator
ü


J21VAT Reconciliation

ü
N80Wages & PAYE

ü
ü
N80
Wages & PAYG
ü


AS05
Wine Equilisation Tax
ü


D05AWork from Home Deductionü


N86Work from Home Deduction
ü

102AWork from Home Deduction

ü
D03
Work Related Clothing
ü


D04
Work Related Self Education
ü


D02
Work Related Travel
ü


N85
Workcover
ü



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