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
​

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
​