Regulator resource library

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U1 U2 U3 AND U NON Arms Length Income

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A NET Capital Gain

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F Transfers From Foreign Funds

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D1 D Foreign Income Questions

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T Assessable Income DUE TO Changed TAX Status OF Fund

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B Gross Rent AND Other Leasing AND Hiring Income

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NON Arms Length Income

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H Gross Payments Where ABN NOT Quoted

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Section D Income TAX Calculation Statement Item 13

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I TAX Offset Refunds

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L M AND N Supervisory Levy Questions

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H1 H2 H3 H5 H6 H8 AND H Eligible Credit Questions

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K Payg Instalments Raised

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Privacy

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Member Detail Questions Name TFN Date OF Birth

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Tris Count

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T Contributions From NON Complying Funds AND Previously NON Complying Funds

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N Total Contributions

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R2 Income Stream Payment

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R1 Lump SUM Payment

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P Inward Rollovers AND Transfers

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Step 4 Total Current Year Capital Gains

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Step 1 Types OF CGT Assets AND CGT Events

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Step 5 Capital Losses

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Step 2 Exemptions AND Rollovers

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Step 9 Applying THE Small Business CGT Concessions

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Step 4 HOW TO Complete THE CGT Schedule

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Trust Distributions

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CGT AND THE Tofa Rules

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Deceased Estates

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LAW Changes Impacting Capital Gains Made BY A Trust

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NON Assessable Payments From A Trust

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When Will THE Tofa Rules Affect AN Entitys TAX Return

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Tofa AND Capital Proceeds AND Cost Base Rules

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More Information

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HOW Self Assessment Affects YOU

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Work Related Deductions

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CAR Expenses

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Income

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Exemption FOR AN Interest IN A Foreign General Insurance Company

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Name OF Trust

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Exemption FOR AN Interest IN A Foreign Holding Company OF A Foreign Real Property Company

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Exemption FOR Employer Sponsored Foreign Superannuation

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Exemption FOR AN Interest OF A50000 OR Less

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Exemption FOR AN Interest IN A Foreign Holding Company OF A Foreign Bank

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Exemption FOR A Balanced Investment Portfolio IN Fifs

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11 Gross Interest

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HOW TO Lodge AND PAY

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14 Other Australian Income

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12 Dividends

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9 Rent

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15 Total OF Items 5 TO 14

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C Loans Granted

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A Cars Using THE Statutory Formula

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K Property

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P Meal Entertainment

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B Cars Using THE Operating Cost Method

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Abbreviations

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Determining THE Amount OF FIF Income TO Include IN Your Assessable Income

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45 Fringe Benefit Employee Contributions

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36 Business Name OF Main Business

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54 Statements OF Distribution

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44 Payments TO Associated Persons

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37 Business Address OF Main Business

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42 Trade Creditors

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52 Medicare Levy Reduction OR Exemption

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40 Closing Stock

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57 NON Resident Trust

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Death Benefit Rollover Statement

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53 Income OF THE Trust Estate

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46 Unpaid Present Entitlement TO A Private Company

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Section B Members Details

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39 Purchases AND Other Costs

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What Records Must YOU Keep FOR Fifs AND Flps

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Record Keeping FOR Each Method OF Taxation

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1 Getting Started

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Quick Guide TO CGT Concessions FOR Small Business

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Choices

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About THE Amma Statement AND SDS

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Guidance Notes

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Instructions Life Insurance Companies Taxation Schedule 2024

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19 Total OF Items 16 TO 18

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Worksheet 5 Cash Surrender Value Method FOR Flps

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41 Closing Stock

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50 Deduction FOR Project Pool

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Hobby OR Business

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Information Matching

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Foreign Exchange Measures

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Electronic Lodgments

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NON Resident Beneficiary Additional Information

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66 Beneficiary Under Legal Disability WHO IS Presently Entitled TO Income From Another Trust

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Trustee Beneficiary TB Statement Information

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67 NON Resident Trust

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HOW TO GET THE Franking Account TAX Return 2021

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Instructions TO Complete THE Franking Account TAX Return 2021

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Section C Significant Variation IN Benchmark Franking Percentage

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Declaration AND Other Information

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Abbreviations

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Introduction

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Completing THE Schedule

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35 Total Liabilities

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Deduction Safeguards

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Appendix 11 Closely Held Trust Reporting

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THE Location TAX Offset

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Appendix 10 Rates OF TAX Payable BY Trustees ON Behalf OF Beneficiaries Under 18 Years OLD

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Appendix 6 Uniform Capital Allowances

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Appendix 13 Small Business Entities

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Appendix 4 Commercial Debt Forgiveness

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Appendixes FOR THE Trust TAX Return

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Appendix 3 Thin Capitalisation

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Appendix 8 Instructions TO Trustees OF Deceased Estates

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Appendix 12 Trust Assessment Codes

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Appendix 2 Royalties

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Appendix 11 Closely Held Trust Reporting

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Appendix 4 Commercial Debt Forgiveness

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Appendix 7 Personal Services Income

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Schedules FOR Trusts

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Instructions FOR Trust Items 33 TO 61 AND THE Declaration

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Foreign Income Items 22 TO 24

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Business AND Professional Items Items 37 TO 52

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Medicare Levy Reduction OR Exemption Item 56

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Declarations

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14 Other Australian Income AND 15 Total OF Items 5 TO 14

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Overseas Transactions

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30 Personal Services Income

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Phone

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Publications

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Appendixes

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24 Total OF Items 20 TO 23

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27 Losses Information

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Appendix 8 Trust Loss AND BAD Debt Legislation Schedule 2F TO THE Itaa 1936

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Appendix 13 Trust Assessment Codes

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Appendix 9 Instructions TO Trustees OF Deceased Estates

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Australian Business Number ABN

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TAX File Number TFN

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Final TAX Return

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Schedules

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Losses Schedule

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16 Deductions Relating TO Australian Investment Income

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Taxation OF Financial Arrangements

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8 Partnerships AND Trusts

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10 Forestry Managed Investment Scheme Income

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12 Dividends

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34 ALL Current Liabilities

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Payment

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General Information

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63 Medicare Levy Reduction OR Exemption

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40 Purchases AND Other Costs

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62 National Rental Affordability Scheme TAX Offset

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49 Termination Value OF Other Depreciating Assets

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Section D Public CBC Report Rest OF THE World Aggregated Information

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Page 1 OF THE Schedule

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HOW TO GET THE Reportable TAX Position Schedule 2024

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Instructions TO Complete THE RTP Schedule 2024

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General Administration FOR THE RTP Schedule

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Copies OF This Publication

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What TO Readdo Next

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Part 2 Instructions FOR Completing Your AGL Worksheet

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Section 3 Your AGL Energy Ordinary Shares

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Section 2 Your NEW Alinta Ordinary Shares

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AGL AND Alinta Merged Into TWO NEW Listed Entities

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Clothing Expenses

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Entity Details

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Part C Ownership Test AND Business Continuity Test

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Part F TAX Losses Reconciliation FOR Consolidated Groups

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Forestry Managed Investment Schemes

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D1 D Foreign Income Questions

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I Gross Distribution From Partnerships

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V Total Assessable Income

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B Gross Rent AND Other Leasing AND Hiring Income

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W Gross Income

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D NET Foreign Income

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15B Australian Direct Investments

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U Total Australian AND Overseas Assets

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Q Overseas NON Residential Real Property

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S Overseas Managed Investments

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M Collectables AND Personal USE Assets

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O Other Assets

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E Cash AND Term Deposits

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Z Total Liabilities

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Y Other Liabilities

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Other Transactions

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Contributions Questions

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O Allocated Earnings OR Losses

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P Inward Rollovers AND Transfers

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R1 Lump SUM Payment

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G Other Third Party Contributions

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I AND J Foreign Super Fund Amounts

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C CGT Small Business Retirement Exemption

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M ANY Other Contributions

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Remainder OF Trust TAX Return

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Deductions

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Part C Capital Gains TAX Information

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Remainder OF Trust TAX Return

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Appendixes

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Introduction

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Payment

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Foreign Income

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Worksheets

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ALL Funds