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Australian business number (ABN)
Class Rulings
Company and imputation
Compliance
Excise (Including Petroleum, Tobacco & Alcohol)
First home saver accounts
Freedom of information (FOI)
Fringe benefits tax (FBT)
Fuel tax credits
Gifts
Goods & services tax (GST)
Higher education contribution scheme (HECS)
Income tax
Income Tax Returns
International tax
Luxury car tax
Miscellaneous
Not for profit
Objections
Pay as you go (PAYG)
PAYG instalments
PAYG withholding
Payment summaries
Personal services
Rulings
Superannuation and ETP
Tax file number (TFN)
Tax return
Tax tables
Trusts
Wine equalisation tax (WET)
Taxable payments reporting
Minerals resource rent tax
Petroleum resource rent tax
ABN registration for companies, partnerships, trusts and other organisations
Information on how to register for an ABN (companies, trusts and other organisations). Alternative lodgment options are listed on this page.
ABN registration for individuals (sole traders)
Information on how to register for an ABN (sole traders). Alternative lodgment options are listed on this page.
Application for ABN registration for superannuation entities
Instructions and application form for superannuation entities to register for an ABN NAT 2944.
Application to cancel registration
You should complete this application if you want to cancel your registration for Australian business number, goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2955)
Appointment of tax agent - income tax other than individuals
Form to notify the Tax Office of appointment of tax agent for income tax other than individuals. Nat 4034.
Change of registration details
Use this form to advise of changes to business details including entity name, postal, email or business address, authorised contact person, associates, main business activity, or financial institution account details. (NAT 2943)
Statement by a supplier (reason for not quoting an ABN to an enterprise)
You should complete this form if you are a supplier and do not quote your Australian business number to an enterprise. NAT 3346.
Add a new business account
Information about registering for goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954).
Application for luxury car tax refund - entities not registered for GST
Use this form if you are not registered for GST and are claiming a refund of luxury car tax (LCT).
Application for luxury car tax refund - for primary producers and tourism operators
If you are an eligible primary producer or tourism operator, you can claim a luxury car tax refund by completing this application form. (NAT 72601).
Application for medical assessment to obtain a car or car parts GST-free
Form to access car or car parts GST-free. (NAT 3417).
Application to cancel a GST or PAYG withholding branch
Use this application if you want to cancel a goods and services tax (GST) and/or pay as you go (PAYG) withholding branch (NAT 15299).
Application to register a GST or PAYG withholding branch
Use this application if you want to create a goods and services tax (GST) branch or a pay as you go (PAYG) withholding branch (NAT 14834).
BAS A - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations. Typical users include sole traders and companies. NAT 4189
BAS C - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations and any ONE or combination of fringe benefit tax instalments, wine equalisation tax or luxury car tax. NAT 4195
BAS D - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST only. Typical users include partnerships and charities. NAT 4191
BAS P - Annual GST return
This sample document is for taxpayers who pay their GST by instalments and lodge an annual GST return. These clients must have an annual turnover of $2 million or less and pay a GST instalment amount (or varied amount) worked out by us. NAT 4646
BAS Q - Annual GST report
This sample document is for taxpayers who have paid and reported GST quarterly using GST Option 2. NAT 4647
BAS S - Quarterly GST instalment notice
This sample GST instalment notice is for clients who report and pay GST instalments quarterly, use the GST instalment amount to report, and have no other reporting requirements. NAT 8056
BAS T - Quarterly GST and PAYG instalment notice
This sample quarterly GST instalment notice is for clients who report and pay GST and PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. NAT 8057
BAS U - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, fuel tax credit, PAYG tax withheld and PAYG income tax instalment obligations. Typical users include sole traders and companies. NAT 14167.
BAS V - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, fuel tax credit, PAYG tax withheld and PAYG income tax instalment obligation and any ONE or combination of a fringe benefit tax instalment, wine equalisation tax or luxury car tax. NAT 14168.
BAS W - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST and fuel tax credit role only. Typical users include partnerships and charities. NAT 14169
BAS X - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, fuel tax credit and PAYG tax withheld obligations. Typical users include partnerships and charities. NAT 14170.
BAS Y - Monthly business activity statement
This sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171.
BAS Z - Annual GST return
This sample document is for taxpayers with annual GST, and fuel tax credit as well as taxpayers with wine equalisation tax or luxury car tax obligations as well. Taxpayers who pay their GST by instalments do not use this form as they use BAS P. NAT 14172
Consolidation of GST returns - notification by GST joint venture operator
Use this form to notify us that you have consolidated GST returns for all your GST joint ventures or cancelled your election to consolidate GST returns for all your GST joint ventures.
Declaration for an exemption from luxury car tax - cars used for transporting people with a disability in wheelchairs
If you are an eligible person with a disability and you use a wheelchair, you can present this declaration to your motor vehicle supplier so they do not have to charge you luxury car tax (LCT) on the car.
Declaration for an exemption of GST on a car or car parts - disabled veterans
If you are an eligible veteran with a disability, you can present this declaration to your motor vehicle supplier so they do not have to charge you GST on your car or car parts.
Declaration for an exemption of GST on a car or car parts - person with a disability who is gainfully employed
If you are an eligible person with a disability who is gainfully employed, present this declaration to your motor vehicle supplier so they do not have to charge you GST on a car or car parts (NAT 3419).
GST calculation worsheet for BAS
This GST calculation work sheet for BAS will assist you in calculating your GST. NAT 4203-04.2004
GST group - notification of forming, changing or cancelling
Use this to form notify us that you have formed, changed or cancelled a GST group. You can also add or remove members and change the group's representative.
GST joint venture - notification of forming, changing or cancelling
Use this form to notify us that you have formed or cancelled a goods and services tax (GST) joint venture, changed the GST joint venture's operator, added or removed participants from a GST joint venture.
GST religious group - notification of forming, changing or cancelling
Whats is a GST religious group?
How to request that the ATO retain your refund
Use this questionnaire to request us to retain your refund for the purposes of verification in accordance with paragraph 8AAZLGA(1)(b) of the Taxation Administration Act 1953 (TAA 1953).
How we work out the GDP adjustment in your GST instalment amount
Explains the GDP adjustment we use to work out GST instalment amounts.
How we work out the GDP adjustment in your PAYG and GST instalment amounts
Explains the gross domestic product (GDP) adjustment we use to work out your pay as you go (PAYG) and goods and services tax (GST) instalment amounts. NAT 72216.
Interactive GST calculation worksheet for the BAS
This worksheet allows you to work out GST amounts for your BAS. Do not lodge the worksheet with your BAS. We recommend you file it with a copy of the BAS to which it relates. NAT 5107.
Notice to revoke an election to use a simplified GST accounting method
Notice to revoke an election to use a simplified GST accounting method.
Personal living expenses comprehensive worksheet
This worksheet can help you to review your business record keeping, work out if your reported income is enough to support your actual lifestyle and self-assess your risk of being selected for an audit (NAT 72959).
Personal living expenses concise worksheet
This worksheet can help you to review your business record keeping, work out if your reported income is enough to support your actual lifestyle and self-assess your risk of being selected for an audit (NAT 72960).
RBAS - Revised activity statement
This sample document is used by taxpayers to revise earlier activity statements. NAT 3233.
Request for review of tax invoice decision
To apply for a review of a tax invoice decision, complete this form. NAT 12381.
Add a new business account
Information about registering for goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954).
Application to cancel a GST or PAYG withholding branch
Use this application if you want to cancel a goods and services tax (GST) and/or pay as you go (PAYG) withholding branch (NAT 15299).
Application to register a GST or PAYG withholding branch
Use this application if you want to create a goods and services tax (GST) branch or a pay as you go (PAYG) withholding branch (NAT 14834).
Application to register a PAYG withholding account
Use this form if you are not required to have an Australian business number (ABN) and you need to register for a pay as you go (PAYG) withholding account. NAT 3377.
BAS A - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations. Typical users include sole traders and companies. NAT 4189
BAS C - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations and any ONE or combination of fringe benefit tax instalments, wine equalisation tax or luxury car tax. NAT 4195
BAS D - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST only. Typical users include partnerships and charities. NAT 4191
BAS F - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST and PAYG tax withheld obligations. Typical users include partnerships and charities. NAT 4190
BAS G - Monthly BAS
This sample document is for taxpayers with monthly GST and any other obligations. NAT 4235
BAS R - Quarterly PAYG instalment notice
This sample document is for taxpayers whose only obligation is PAYG instaments and who have elected to pay an instalment amount (Option 1). NAT 4753
BAS T - Quarterly GST and PAYG instalment notice
This sample quarterly GST instalment notice is for clients who report and pay GST and PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. NAT 8057
BAS U - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, fuel tax credit, PAYG tax withheld and PAYG income tax instalment obligations. Typical users include sole traders and companies. NAT 14167.
BAS V - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, fuel tax credit, PAYG tax withheld and PAYG income tax instalment obligation and any ONE or combination of a fringe benefit tax instalment, wine equalisation tax or luxury car tax. NAT 14168.
BAS W - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST and fuel tax credit role only. Typical users include partnerships and charities. NAT 14169
BAS X - Quarterly business activity statement
This sample document is for taxpayers with a quarterly GST, fuel tax credit and PAYG tax withheld obligations. Typical users include partnerships and charities. NAT 14170.
BAS Y - Monthly business activity statement
This sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171.
Choosing to pay an annual pay as you go (PAYG) instalment
The form is for tax agents transmitting on behalf of their clients.
Electronic storage media information - AMENDED PAYG withholding annual report - payments to foreign residents
This is the Information report required to be completed by all PAYG withholding payers reporting their annual payment payments to foreign residents via the Electronic storage media facility.
Electronic storage media information - PAYG withholding annual report - payments to foreign residents
This is the information report required to be completed by all PAYG withholding payers who report their annual withholding for payments made to foreign residents via the electronic storage media facility
Electronic storage media information - Payment summary annual reports
This information report is to be completed by all PAYG withholding payers reporting their annual payment summary information via the electronic storage media facility.
Electronic storage media information - withholding where ABN not quoted annual reports
This is the information report required to be completed by all PAYG withholding payers who report their annual withholding where ABN not quoted information via the electronic storage media facility. NAT 8247.
How to complete the PAYG payment summary - business and personal services income form
Instructions on how to complete the pay as you go (PAYG) payment summary - business and personal services income (NAT 72545), for the 2009-10 and later years. NAT 72769-11.2011
How to complete the PAYG payment summary - employment termination payment form
These instructions will help you complete the PAYG payment summary - employment termination payment (NAT 70868) form. NAT 70996
How to complete the PAYG payment summary - foreign employment
Instructions to help you complete the PAYG payment summary - foreign employment (NAT 73298).
How to complete the PAYG payment summary - individual non-business form
Use these instructions when completing PAYG payment summary - individual non-business (NAT 0046)
How to complete the PAYG payment summary - superannuation income stream form
These instructions will help you to complete the PAYG payment summary - superannuation income stream form (NAT 70986).
How to request that the ATO retain your refund
Use this questionnaire to request us to retain your refund for the purposes of verification in accordance with paragraph 8AAZLGA(1)(b) of the Taxation Administration Act 1953 (TAA 1953).
Individual PAYG payment summary schedule 2011-12
For use by individuals to assist with completion of 2012 income tax returns. NAT 3647-6.2012.
Instructions for completing an Annual TFN withholding report
Instructions on how to complete the Annual TFN withholding report.
Magnetic media information - DASP annual reports
This is the information report required to be completed by all PAYG Withholding payers who report their annual Departing Australia Superannuation Payments (DASP) information via the Magnetic Media facility. NAT 8246.
Medicare levy variation declaration
This declaration allows you to vary the amount withheld for the Medicare levy. NAT 0929.
PAYG foreign resident withholding variation 2013
This application form should be used by foreign resident payees to reduce their pay as you go (PAYG) withholding rate for the year ending 30 June 2013.
PAYG payment summary - business and personal services income
Complete this payment summary to provide details of amounts you have withheld from business and personal services income for the 2009-10 and later years. NAT 72545-06.2009
PAYG payment summary - employment termination payment (from 1 July 2012)
This is the payment summary to be completed by employers when making an employment termination payment to a payee. (NAT 70868)
PAYG payment summary - employment termination payment (prior to 1 July 2012)
This is the payment summary to be completed by employers when making an employment termination payment to a payee. (NAT 70868)
PAYG payment summary - superannuation income stream
This is the payment summary that is provided to those payees that are in receipt of income stream payments for superannuation providers. NAT 70987
PAYG payment summary - superannuation lump sum
This is the payment summary to be completed by superannuation funds when making a lump sum payment to a payee. NAT 70947
PAYG payment summary - withholding where ABN not quoted guidelines
Instructions to assist clients who fall into this catergory with their withholding obligations.
PAYG payment summary statement
This form is used by payer's to provide the ATO with a summary of the payment summaries that have been issued to their payee's. NAT 3447
PAYG withholding from interest, dividend and royalty payments paid to non-residents - annual report
Instructions and sample form for reporting payments of interest and unfranked dividends paid to non-residents that are not reported on an annual investment income report (AIIR), and royalties paid to non-residents. NAT 7187.
PAYG withholding variation application (E-variation)
The PAYG withholding variation application (e-variation) is for reducing the PAYG withholding rate for the year ending 30 June 2014.This form is designed for transmission over the internet. To transmit the form successfully, you must meet minimum system requirements.
PAYG withholding variation application 2014
This application should be used when the payee (the person who receives a payment) wants to reduce their pay as you go (PAYG) withholding rate for the year ending 30 June 2014.
PAYG withholding variation application 2014 - senior Australians only
This application should be used when the payee wants to reduce their pay as you go (PAYG) withholding rate for the year ending 30 June 2014.
PAYG withholding variation short application 2014
This application should be used when the payee wants to reduce their PAYG withholding rate applied to allowances, HELP/Financial Supplement for the year ending 30 June 2014.
PAYG withholding variation supplement 2014
This is a supplement to the PAYG withholding variation application 2014 (NAT 2036). The supplement should be used if the payee has business income or non-commercial business losses.
PAYG withholding where ABN not quoted - annual report
You should complete this form when reporting amounts that are withheld from a supplier that does not quote their Australian business number (ABN). You are required to complete details of each payee from which you have withheld amounts.
RBAS - Revised activity statement
This sample document is used by taxpayers to revise earlier activity statements. NAT 3233.
Statutory declaration (for PAYG payment summary forms)
Individual taxpayers are to complete this form if they are unable to obtain or locate certain types of payment summaries.
TFN report instructions
The procedures for filling out the TFN report.
Voluntary agreement for PAYG withholding
A voluntary agreement is an agreement between a business (the Payer) and a contract worker (Payee) to bring work payments into the pay as you go (PAYG) withholding system.
Withholding declaration
This declaration authorises your payer to adjust the amount of tax withheld from payments made to you or to advise your payer of a change to information you previously provided in a Tax file number declaration NAT 3093.
Withholding declaration - upwards variation
This declaration authorises your payer to increase the rate or amount withheld from payments made to you. NAT 5367
Add a new business account
Information about registering for goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954).
Fuel tax credit registration - non-BAS claimants
Use this form if you do not claim through an activity statement and you want to register for fuel tax credits for either domestic electricity generation or non-profit emergency vehicles or vessels. If you are registered for GST you should not use this form.
Agreement for departing Australia superannuation payments
Used by an organisation which intends to apply for departing Australia superannuation payment (DASP) on behalf of a former temporary resident. NAT 15478-11.09
Application for ABN registration for superannuation entities
Instructions and application form for superannuation entities to register for an ABN NAT 2944.
Application for direct payment of government super contributions
This form should be completed to request a direct payment of your superannuation co-contribution and/or low income superannuation contribution.
Applying for a Departing Australia superannuation payment
This is the form which eligible temporary residents may complete in order to access their superannuation benefits when they permanently leave Australia. NAT 7204.
Auditor/actuary contravention report
An approved form used by auditors and actuaries to provide written details of contraventions made by trustees of self-managed superannuation funds.
Authority to provide your tax file number to your super fund
Your employee should complete this form if they have not completed a Tax file number declaration (NAT 3092) since 1 July 2007, and want to authorise you to provide their tax file number (TFN) to their super fund. NAT 72129.
Capital gains tax cap election
How to complete your capital gains tax (CGT) cap election. NAT 71161.
Change of details for superannuation entities
Complete this application if you are acting on behalf of a superannuation entity and want to update details regarding the fund or trust for Australian business number (ABN) purposes. NAT 3036.
Choosing a super fund - How to complete your Standard choice form
The Standard choice form sets out employee options for choosing a superannuation fund.
Commissioner's compulsory authority to release excess contributions tax and statement
Instructions on how to complete the authority to release excess contributions tax and statement.
Completing the Auditor/actuary contravention report
These instructions include information about the reporting criteria and examples to help you complete the Auditor/actuary contravention report (ACR).
Completing the request to transfer whole balance of superannuation benefits between funds form
The Request to transfer whole balance of superannuation benefits between funds form, otherwise known as the portability form, allows members to transfer their benefits between funds.
Completing your choice to have your Australian fund pay tax on a foreign super transfer
You should complete this form if you have transferred all of a lump sum superannuation benefit from a foreign super fund to a complying Australian super fund, tax is payable on part of that lump sum benefit, and you choose to have your Australian super.
Completing your Superannuation guarantee charge statement - quarterly
Instructions for how to complete the Superannuation guarantee charge statement - quarterly, which should be completed for quarters starting on or after 1 July 2003 (NAT 9600).
Completing your superannuation guarantee late payment offset election
These instructions include what is a superannuation guarantee late payment offset, who is eligible for the offset, when and where to lodge the form and a PDFversion that can be downloaded (NAT 14899).
Completing your unclaimed superannuation money non-lodgment advice (instructions and form)
Instructions and form for use by superannuation providers and suppliers. The form is used to advise that the fund has no members with unclaimed superannuation money accounts to report.
Contributions for personal injury form
A form for those who have received an eligible personal injury payment and want to contribute all or part of the amount to super without it counting towards their non-concessional contributions cap. NAT 71162.
Contributions splitting application
You should complete this application if you want to split some of your superannuation contributions for the benefit of your spouse. NAT 15237
Departing Australia superannuation payment summary instructions
Instructions on how to prepare a Departing Australia superannuation payment summary for a temporary Australian resident who has left Australia.
Employee calculation worksheet
Worksheet to be used by employers to calculate super guarantee shortfall. NAT 72392
How to complete a rollover benefits statement
You should use these instructions if you are a trustee of a super fund, and need to roll over a benefit payment for a member using a Rollover benefits statement (NAT 70944). NAT 70945
How to complete the PAYG payment summary - superannuation lump sum form
These instructions will help you complete the PAYG payment summary - superannuation lump sum (NAT 70947) form. NAT 70946
How to complete the Superannuation member contributions statement
Instructions to help you complete the Superannuation member contribution statement for the 1996-97 to 2006-07 financial years.
How to complete the Superannuation payment variation advice statement
These instructions are to help you complete a Superannuation payment variation advice statement (PVA). Instructions for use from 1 July 2005.
Lost Member form addendum
Wrapper page containing only 2 lines of text and a download link to the Lost member form addendum (NAT71825A)
Lost members statement (LMS) paper forms
Paper versions of the lost members statement (LMS) for lost member register (LMR) reports.
Lost members statement paper form
Complete this statement if you are a super provider or an authorised supplier of lost member information and are required to report information about lost members, or lodging a paper non-lodgment advice.
Nomination of a legal representative to act on behalf of an entity
Use this form to notify the ATO that you have appointed a legal representative to manage an entity's tax affairs. (NAT 15898)
Nomination of a legal representative to act on behalf of an individual
Use this form to notify the ATO that you have appointed a legal representative to manage your tax affairs. (NAT 11525)
Notice of intent to claim a tax deduction for super contributions or vary a previous notice
You should use this notice if you intend to claim a tax deduction for your personal contributions, or want to vary a previous notice of intent you gave your super fund or retirement savings account provider (NAT71121).
PAYG payment summary - superannuation income stream
This is the payment summary that is provided to those payees that are in receipt of income stream payments for superannuation providers. NAT 70987
PAYG payment summary - superannuation lump sum
This is the payment summary to be completed by superannuation funds when making a lump sum payment to a payee. NAT 70947
Payment of unclaimed money - third party
How to complete your application for payment of unclaimed money - third party.
Payment of unclaimed super - individual
How to complete your application for payment of unclaimed super - individual.
Request for self managed superannuation fund product ruling
You should use this form if you want advice about how the Superannuation Industry (Supervision) Act 1993 (SISA) and the Superannuation Industry (Supervision) Regulations 1994 (SISR) apply to an investment by a self-managed superannuation fund (SMSF) in your product.
Request for self-managed superannuation fund specific advice
You should use this form if you want specific advice about how the super law applies to a particular transaction or arrangement for a self-managed superannuation fund.
Rollover benefits statement
Complete this form if you are a trustee of a super fund, and a member asks you to roll over a benefit payment for them. NAT 70944
Rollover benefits statement and instructions for transactions on or after 1 July 2013
The Rollover benefits statement is available to download in Portable Document Format (PDF). Only use this version of the form for transactions occurring on or after 1 July 2013.
Schedule 32 - Tax table for employment termination payments
For payments made on or after 1 July 2012. Use this table to calculate amounts to be withheld from employment termination payments paid to an individual. NAT 70980
Schedule 33 - Tax table for superannuation lump sums
For payments made on or after 1 July 2012. Use this table if you make payment of a super income stream benefit, including a super death benefit income stream to your payee. NAT 70981
Schedule 34 - Tax table for superannuation income streams
For payments made on or after 1 July 2012. Use this table to calculate amounts to be withheld from superannuation income stream benefit payments, including superannuation death benefit income stream payments. NAT 70982
Searching for lost super
Complete this form if you want us to search our lost members register and unclaimed super money register for any super you may have lost.
Self-managed superannuation fund independent auditor's report
This new report applies from 1 July 2012. For an annual audit, this means for reporting periods commencing on or after 1 July 2011. You may use this report for audits completed for earlier periods.
Super contributions from a first home saver account
If you hold a first home saver account (FHSA) use this form to contribute the balance of your FHSA to your super and close the account. If you provide accounts use this form to contribute the balance of an account holder's FHSA to your default super fund in order to close the account.
Super contributions from a first home saver account under a family law obligation
Instructions and form for a first home saver account (FHSA) holder's former spouse and account provider. NAT 72629.
Super member contributions statement - How to complete the Member contributions statement
Instructions and form for super providers and suppliers of super information. Only use this member contributions statement (MCS) to report contributions received in the 2007-08 and later financial years that you report from 1 July 2008. NAT 71334.
Superannuation fund nomination form
Nominate an account to receive any superannuation entitlements we are holding for you. NAT 8676.
Superannuation fund/retirement savings account provider claim for payment
This form should be completed by a superannuation fund or retirement savings account provider when claiming any of the following; super co-contribution, individual account balances held in the superannuation holding accounts (SHA) special account or superannuation guarantee (SG).
Superannuation guarantee - annual - instruction guide and statement
Instructions on how to complete the annual superannuation guarantee statement for periods prior to 1 July 2003. NAT 2125.
Superannuation guarantee charge statement - quarterly
To be completed by employers & their representatives who are required to lodge a quarterly superannuation guarantee statement due to a superannuation guarantee or choice shortfall for any employee for quarters starting on after 1 July 2003. NAT 9599
Superannuation guarantee statement - annual
Form used by employers and their representatives who are required to lodge a superannuation guarantee statement for a period prior to 1 July 2003.(NAT 2224)
Superannuation lump sum pre-payment statement
This form and instructions help superannuation funds meet their legal requirements to give information to an individual before payment of a superannuation lump sum. This form and instructions are also for any individual to give payment instructions to a specified fund.
Superannuation member contributions statement
Superannuation member contributions statement For reporting contributions made before 1 July 2007.
Superannuation payment variation advice
This superannuation payment variation advice statement allows providers to notify the Tax Office that they cannot accept credit payments or debit requests for one or more superannuation members. NAT 8451
SuperMatch agreement for organisations
Agreement for organisations to search and for disclosure of lost members register, superannuation guarantee and superannuation holding accounts (SHA) special account information.
SuperMatch application for superannuation entities and their administrators
Information for super entitites and their administrators about using SuperMatch.
Transitional termination payment pre-payment statement
This payment ceased on 30 June 2012.
Unclaimed superannuation money statement
Instruction and form for super providers and suppliers of super information.
Withdrawal from superannuation holding accounts special account
How to complete your Application for direct payment from the superannuation holding accounts special account. NAT 2373.
Withdrawal from your inactive superannuation holding account
How to complete your Application for direct payment of your inactive SHA special account. NAT 16338.
Withdrawal of superannuation guarantee
This form should be completed when you are requesting a withdrawal of your superannuation guarantee (SG) entitlements held by us. NAT 8678
Agreement to comply with the private ancillary fund guidelines
Complete this agreement if you are a trustee applying for deductible gift recipient endorsement as a private ancillary fund (NAT 73400).
Agreement to comply with the public ancillary fund guidelines
Complete this agreement if you are a trustee applying for deductible gift recipient endorsement as a public ancillary fund (NAT 74032).
Animal welfare charity - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Animal welfare charity, complete this schedule (NAT 15401) and forward it with your endorsement application.
Application for endorsement as a deductible gift recipient
Complete this application if your organisation wants to apply for endorsement as a deductible gift recipient. NAT 2948.
Application for endorsement as a tax concession charity or income tax exempt fund
Complete this application if your organisation wants to apply for endorsement as a tax concession charity or income tax exempt fund. NAT 10651.
Australian disaster relief fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Australian disaster relief fund, complete this schedule (NAT 15609) and forward it with your endorsement application.
Charitable services institution - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'charitable services institution', complete this schedule (NAT 15608) and forward it with your endorsement application.
Developed country disaster relief fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Developed country disaster relief fund, complete this schedule (NAT 15607) and forward it with your endorsement application.
Fire and emergency services - schedule for deductible gift recipients
If you are applying for endorsement as a deductible gift recipient under the category fire and emergency services, complete this schedule and forward it with your endorsement application.
Notification of change to the governing rules of an endorsed private ancillary fund
Complete this notification if there is any change to the governing rules of your private ancillary fund. A trustee must notify the Commissioner within 21 days of any change (NAT 73402).
Notification of change to the governing rules of an endorsed public ancillary fund
Complete this notification if there is any change to the governing rules of your public ancillary fund. A trustee must notify the Commissioner within 21 days of any change (NAT 74034).
Private ancillary fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'private ancillary fund', complete this schedule and forward it with your endorsement application.
Public ancillary fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'public ancillary fund', complete this schedule and forward it with your endorsement application.
Revocation of agreement to comply with the private ancillary fund guidelines
Complete this revocation if you are a private ancillary fund trustee revoking your agreement to comply with the rules in the private ancillary fund guidelines (NAT 73401).
Revocation of agreement to comply with the public ancillary fund guidelines
Complete this revocation if you are a public ancillary fund trustee revoking your agreement to comply with the rules in the public ancillary fund guidelines (NAT 74033).
Scholarship fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Scholarship fund, complete this schedule (NAT 15611) and forward it with your endorsement application.
War memorial repair fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category War memorial repair fund, complete this schedule (NAT 15533) and forward it with your endorsement application.
Agreement to comply with the private ancillary fund guidelines
Complete this agreement if you are a trustee applying for deductible gift recipient endorsement as a private ancillary fund (NAT 73400).
Agreement to comply with the public ancillary fund guidelines
Complete this agreement if you are a trustee applying for deductible gift recipient endorsement as a public ancillary fund (NAT 74032).
Animal welfare charity - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Animal welfare charity, complete this schedule (NAT 15401) and forward it with your endorsement application.
Application for endorsement as a tax concession charity or income tax exempt fund
Complete this application if your organisation wants to apply for endorsement as a tax concession charity or income tax exempt fund. NAT 10651.
Application for private ruling
Use one of these forms to apply for a private ruling.
Applying for compensation
Information on how to apply for compensation and how claims will be assessed.
Appointment of tax agent - income tax individuals (Nat 4039)
Form to notify the Tax Office of appointment of tax agent for income tax individuals.
Appointment of tax agent - income tax individuals
Form to notify the Tax Office of appointment of tax agent for income tax individuals.
Appointment of tax agent - income tax other than individuals
Form to notify the Tax Office of appointment of tax agent for income tax other than individuals. Nat 4034.
Australian disaster relief fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Australian disaster relief fund, complete this schedule (NAT 15609) and forward it with your endorsement application.
Charitable services institution - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'charitable services institution', complete this schedule (NAT 15608) and forward it with your endorsement application.
Copies of tax documents request
Individuals or their authorised representatives can us this form to request copies of notices of assessment, lodged tax returns, group certificates or payment summaries, and a number of other documents.
Developed country disaster relief fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Developed country disaster relief fund, complete this schedule (NAT 15607) and forward it with your endorsement application.
Education Tax Refund instructions and claim 2008-09
For people who are not required to lodge an income tax return and want to claim the Education Tax Refund.
Fire and emergency services - schedule for deductible gift recipients
If you are applying for endorsement as a deductible gift recipient under the category fire and emergency services, complete this schedule and forward it with your endorsement application.
Interaction management - correspondence preference (CP) form
This form allows tax agents to nominate preferred mailing addresses when receiving information from the Tax Office. (Transmittable form). NAT 5956
Nomination of a legal representative to act on behalf of an entity
Use this form to notify the ATO that you have appointed a legal representative to manage an entity's tax affairs. (NAT 15898)
Nomination of a legal representative to act on behalf of an individual
Use this form to notify the ATO that you have appointed a legal representative to manage your tax affairs. (NAT 11525)
Nomination of a parliamentary representative
Use this form to nominate a member of parliament as a representative to deal with the ATO on your behalf and receive information about your taxation affairs. (NAT 73767)
Notification of change to the governing rules of an endorsed private ancillary fund
Complete this notification if there is any change to the governing rules of your private ancillary fund. A trustee must notify the Commissioner within 21 days of any change (NAT 73402).
Notification of change to the governing rules of an endorsed public ancillary fund
Complete this notification if there is any change to the governing rules of your public ancillary fund. A trustee must notify the Commissioner within 21 days of any change (NAT 74034).
Private ancillary fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'private ancillary fund', complete this schedule and forward it with your endorsement application.
Public ancillary fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'public ancillary fund', complete this schedule and forward it with your endorsement application.
Revocation of agreement to comply with the private ancillary fund guidelines
Complete this revocation if you are a private ancillary fund trustee revoking your agreement to comply with the rules in the private ancillary fund guidelines (NAT 73401).
Revocation of agreement to comply with the public ancillary fund guidelines
Complete this revocation if you are a public ancillary fund trustee revoking your agreement to comply with the rules in the public ancillary fund guidelines (NAT 74033).
Scholarship fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Scholarship fund, complete this schedule (NAT 15611) and forward it with your endorsement application.
Short tax return for individuals eligibility criteria 2011-12
Answer these questions to check whether you can use the Short tax return for individuals 2012. NAT 8416A-6.2012.
War memorial repair fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category War memorial repair fund, complete this schedule (NAT 15533) and forward it with your endorsement application.
Agreement to comply with the private ancillary fund guidelines
Complete this agreement if you are a trustee applying for deductible gift recipient endorsement as a private ancillary fund (NAT 73400).
Agreement to comply with the public ancillary fund guidelines
Complete this agreement if you are a trustee applying for deductible gift recipient endorsement as a public ancillary fund (NAT 74032).
Animal welfare charity - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Animal welfare charity, complete this schedule (NAT 15401) and forward it with your endorsement application.
Application for endorsement as a deductible gift recipient
Complete this application if your organisation wants to apply for endorsement as a deductible gift recipient. NAT 2948.
Application for endorsement as a tax concession charity or income tax exempt fund
Complete this application if your organisation wants to apply for endorsement as a tax concession charity or income tax exempt fund. NAT 10651.
Australian disaster relief fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Australian disaster relief fund, complete this schedule (NAT 15609) and forward it with your endorsement application.
Charitable services institution - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'charitable services institution', complete this schedule (NAT 15608) and forward it with your endorsement application.
Developed country disaster relief fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Developed country disaster relief fund, complete this schedule (NAT 15607) and forward it with your endorsement application.
Fire and emergency services - schedule for deductible gift recipients
If you are applying for endorsement as a deductible gift recipient under the category fire and emergency services, complete this schedule and forward it with your endorsement application.
Notification of change to the governing rules of an endorsed private ancillary fund
Complete this notification if there is any change to the governing rules of your private ancillary fund. A trustee must notify the Commissioner within 21 days of any change (NAT 73402).
Notification of change to the governing rules of an endorsed public ancillary fund
Complete this notification if there is any change to the governing rules of your public ancillary fund. A trustee must notify the Commissioner within 21 days of any change (NAT 74034).
Private ancillary fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'private ancillary fund', complete this schedule and forward it with your endorsement application.
Public ancillary fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category 'public ancillary fund', complete this schedule and forward it with your endorsement application.
Revocation of agreement to comply with the private ancillary fund guidelines
Complete this revocation if you are a private ancillary fund trustee revoking your agreement to comply with the rules in the private ancillary fund guidelines (NAT 73401).
Revocation of agreement to comply with the public ancillary fund guidelines
Complete this revocation if you are a public ancillary fund trustee revoking your agreement to comply with the rules in the public ancillary fund guidelines (NAT 74033).
Scholarship fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category Scholarship fund, complete this schedule (NAT 15611) and forward it with your endorsement application.
War memorial repair fund - schedule for deductible gift recipient applicants
If you are applying for endorsement as a deductible gift recipient under the category War memorial repair fund, complete this schedule (NAT 15533) and forward it with your endorsement application.
Amending excise return
You should use this form to change information that you included in your original excise return. NAT 4286
Application for a licence to brew on premises
These instructions will help you complete your Application for a licence to brew on premises. NAT 5904
Application for a licence to deal in tobacco
Use this form if you want to deal in tobacco seed, plant or leaf. NAT 7113
Application for a licence to manufacture excisable products - alcohol
These instructions will help you complete your Application for a licence to manufacture excisable products - alcohol. NAT 5906
Application for a licence to manufacture excisable products - fuel and petroleum products
These instructions will help you complete your Application for a licence to manufacture excisable products - fuel and petroleum products. NAT 5903
Application for a licence to manufacture tobacco
These instructions will help you complete your Application for a licence to manufacture tobacco. NAT 5902
Application for a licence to store excisable goods with permission to sell duty free
These instructions will help you complete your Application for a licence to store excisable goods with permission to sell duty free. NAT 7231
Application for a licence to store excisable products - alcohol
These instructions will help you complete your Application for a licence to store excisable products - alcohol. NAT 7176
Application for a licence to store excisable products - fuel and petroleum products
These instructions will help you complete your Application for a licence to store excisable products - fuel and petroleum products. NAT 7178
Application for a licence to store tobacco
These instructions will help you complete your Application for a licence to store tobacco. NAT 7177
Application/renewal for a permit to receive concessional spirits
Use this form to apply for, or renew, a permit to receive concessional spirits for approved purposes. NAT 3248.
Consent to criminal history record check
This form is used to obtain information to assess the suitability of an applicant for an excise licence. NAT 16358
Consent to obtain information - company
You need to complete this form if you are applying for a licence or permission on behalf of a company. NAT 7106
Consent to obtain information - individual
You need to complete this form if you are applying for a licence or permission. NAT 7112
Continuing movement permission - application forms
Applications for permission to move underbond excisable or excise equivalent goods (NAT 73710), to export excisable goods (NAT 12043) and to move or export tobacco seed, plant and/or leaf (NAT 12080, NAT 8517) on a continuing basis.
Duty-free operator return
A form to report excisable missed dockets and excise stocktake shortages or surplus. NAT 10405
Excise drawback and instructions
Use this form to claim a drawback of excise duty that was paid on goods that were subsequently exported (NAT 4287).
Excise refund
Use this application to claim a refund of the excise duty you have paid on goods (NAT 4288).
Excise remission
Use this form to apply for a remission of excise duty payable on goods that have not been delivered into home consumption (NAT 4289).
Excise return and instructions
You should complete this form if you wish to report excise liabilities arising under a periodic settlement permission or to request authorisation to deliver excisable goods into home consumption. NAT 4285
How to complete an amending excise return
Instructions on how to complete an amending excise return (NAT 4286)
Instructions on how to lodge an excise return
Use these instructions to complete your excise return (NAT 4285).
Registration for excise payments
Complete this form if you are required to make payments of excise duty but do not hold an excise licence or permission. NAT 16623
Single movement permission - application forms
Applications for permission to move underbond excisable or excise equivalent goods (NAT 73711), to export excisable goods (NAT 12042) and to move or export tobacco seed, plant and/or leaf (NAT 12079, NAT 12555) once only.
Application for Certificate of Payment
Use this application if you are requesting a certificate for payment for a payee who is a foreign resident and needs proof that they have paid Australian tax. NAT 6408.
Choosing to pay an annual pay as you go (PAYG) instalment
The form is for tax agents transmitting on behalf of their clients.
IAS I - Instalment activity statement
This sample document is for taxpayers with a PAYG tax withheld only (quarterly or monthly). Note: taxpayers may receive IAS I for two months of a quarter and a quarterly AS form for the third month. NAT 4193
IAS J - Quarterly instalment activity statement
This sample document is for taxpayers with PAYG income tax instalment, PAYG tax withheld and FBT obligations. Use this document for your record keeping purposes. NAT 4197
PAYG payment summary - individual non-business
Complete this payment summary to provide details of amounts you have withheld from payments made to employees and to other income recipients such as pensioners, for the 2009-10 and later years. NAT 0046-11.2009.
PAYG withholding variation application (E-variation)
The PAYG withholding variation application (e-variation) is for reducing the PAYG withholding rate for the year ending 30 June 2014.This form is designed for transmission over the internet. To transmit the form successfully, you must meet minimum system requirements.
PAYG withholding variation application 2014
This application should be used when the payee (the person who receives a payment) wants to reduce their pay as you go (PAYG) withholding rate for the year ending 30 June 2014.
PAYG withholding variation application 2014 - senior Australians only
This application should be used when the payee wants to reduce their pay as you go (PAYG) withholding rate for the year ending 30 June 2014.
PAYG withholding variation short application 2014
This application should be used when the payee wants to reduce their PAYG withholding rate applied to allowances, HELP/Financial Supplement for the year ending 30 June 2014.
PAYG withholding variation supplement 2014
This is a supplement to the PAYG withholding variation application 2014 (NAT 2036). The supplement should be used if the payee has business income or non-commercial business losses.
Statutory declaration (for PAYG payment summary forms)
Individual taxpayers are to complete this form if they are unable to obtain or locate certain types of payment summaries.
Withholding declaration - short version for seniors and pensioners
This declaration is for eligible seniors and pensioners who want to claim their entitlement to the seniors and pensioners tax offset and authorises your payer to reduce the amount of tax withheld from payments made to you. NAT 5072
Application for luxury car tax refund - entities not registered for GST
Use this form if you are not registered for GST and are claiming a refund of luxury car tax (LCT).
Application for payment of first home saver account (FHSA) government contribution for a deceased estate
How to complete your application for payment of FHSA government contribution for a deceased estate. NAT 72944.
Completing your First home saver account payment variation advice
How to complete your First home saver account payment variation advice (NAT 72871).
First home saver account government contribution destination nomination
How to complete your first home saver account government contribution destination nomination. NAT 72872.
First home saver account information request
How to complete your first home saver account information request form. NAT 72836.
First home saver account notification of eligibility
How to complete your first home saver account (FHSA) notification of eligibility. NAT 72947.
First home saver accounts - supplier lodgment declaration
Supplier lodgment declaration for use when lodging a first home saver account activity report.
Super contributions from a first home saver account
If you hold a first home saver account (FHSA) use this form to contribute the balance of your FHSA to your super and close the account. If you provide accounts use this form to contribute the balance of an account holder's FHSA to your default super fund in order to close the account.
Super contributions from a first home saver account under a family law obligation
Instructions and form for a first home saver account (FHSA) holder's former spouse and account provider. NAT 72629.
Application for refund of wine equalisation tax
Use this application to apply for a refund of wine equalisation tax (WET). NAT 9241
Wine equalisation tax - how to complete your activity statement
Instructions for completing the wine equalisation tax (WET) section of your activity statement. Nat 7390
Application for release from payment of some taxation liabilities (Nat 15080)
Application for release from payment of some taxation liabilities to be downloaded via a PDF version. NAT 15080-10.2006
Appointment or cessation of a representative of an incapacitated entity
When and how to notify us if you are an insolvency practitioner and you have been appointed or ceased as a representative of an incapacitated entity.
Direct debit request form instructions and service agreement
Complete the Direct debit request form to allow your personal income tax, fringe benefits tax, business activity statement, company income tax or superannuation fund income tax to be paid in full or by instalments through direct debit.
Private group structure questionnaire
To be completed by a wealthy individual at the start of our preliminary risk review of their tax affairs.
Application to register for fringe benefits tax
Use this form to apply for registration for fringe benefits tax (FBT). NAT 1055.
Fringe benefits tax - notice of non-lodgment
Use this form to notify us if lodgment of a fringe benefits tax (FBT) return for relevant year is not required.
Fringe benefits tax (FBT) return 2013
Lodge this return if you have an FBT liability for the year ending 31 March 2013. Lodge the return by 21 May 2013 unless you lodge via a tax agent who has been given another lodgment date. NAT 1067-02.2013
Fringe benefits tax: Nominate or revoke an eligible state or territory body
This is a form for State or Territory bodies to complete if certain events occur.
Application to register for minerals resource rent tax (MRRT)
Complete and lodge this application if you want to register an entity for MRRT.
Minerals resource rent tax (MRRT) instalment liability notice
Complete and lodge this notice to notify us of your minerals resource rent tax (MRRT) instalments or if you no longer have MRRT instalment obligations.
Minerals resource rent tax (MRRT) return
Complete and lodge this MRRT return to notify of the entity's MRRT payable, that the entity no longer has MRRT return obligations or that the entity has chosen the simplified MRRT method for an MRRT year.
Minerals resource rent tax (MRRT) return mining project interest (MPI) schedule
Complete and lodge this minerals resource rent tax (MRRT) return mining project interest (MPI) schedule to notify of the entity's MRRT liability for each MPI. This schedule must accompany the entity's MRRT return for an MRRT year.
Minerals resource rent tax (MRRT) return pre-mining project interest (PMPI) schedule
Complete and lodge this MRRT return pre-mining project interest (PMPI) schedule to notify of the entity's revenue and expenditure for every pre-mining project interest (PMPI) or residual mining project interest (MPI) the entity had which generated revenue or expenditure during the return period.
Minerals resource rent tax (MRRT) starting base return
Complete and lodge this MRRT starting base return to notify of the entity's MRRT starting base details, including starting base valuation choice, for the entity's MRRT mining project interests (MPIs) and pre-mining project interests (PMPIs).
Notification of change to minerals resource rent tax (MRRT) registration
Complete and lodge this notification if you want to change details of the entity's MRRT registration.
Notification of choice made to consolidate for minerals resource rent tax (MRRT)
Use this form to notify us that you have chosen to consolidate for MRRT.
Application to register for petroleum resource rent tax (PRRT)
Complete and lodge this application if you want to register an entity for petroleum resource rent tax.
Notification of choice made to consolidate for petroleum resource rent tax (PRRT)
Use this form to make the choice to consolidate for PRRT and notify us of the choice. Consolidation under PRRT applies only to onshore petroleum project interests.
Notification of petroleum resource rent tax (PRRT) instalment transfer interest charge
Complete and lodge this notification to provide the details required to calculate the entity's liability for the PRRT instalment transfer interest charge. Also use this notification to request remission of the PRRT instalment transfer interest charge.
Notification of transfer of petroleum resource rent tax (PRRT) exploration expenditure
Complete and lodge this notification to transfer exploration expenditure between petroleum projects.
Petroleum resource rent tax (PRRT) deductible expenditure schedule
Complete and lodge this schedule with the entity's first petroleum resource rent tax (PRRT) return for a petroleum project to notify of any PRRT deductible expenditure.
Petroleum resource rent tax (PRRT) notification of transfer of an interest in a petroleum title
The vendor needs to complete and give the purchaser this Petroleum resource rent tax (PRRT) notification of transfer of an interest in a petroleum title following the transfer of an interest in a petroleum title.
Petroleum resource rent tax (PRRT) return
Use this form to notify of the entity's annual PRRT payable for the relevant petroleum project and notify of any changes to the petroleum project details.
Petroleum resource rent tax (PRRT) starting base return
Complete and lodge this return to notify of the entity's choice of PRRT starting base valuation approach and the amount of its starting base for its interest in an exploration permit, retention lease, petroleum project or combined project.
Authority to provide your tax file number to your super fund
Your employee should complete this form if they have not completed a Tax file number declaration (NAT 3092) since 1 July 2007, and want to authorise you to provide their tax file number (TFN) to their super fund. NAT 72129.
Magnetic media information Tax file number declaration reports
The magnetic media information form (including multiple files page) is provided for use by software developers and suppliers of TFN declaration data.
Online tax file number application for permanent migrants or temporary visitors to Australia
Permanent migrants and temporary visitors to Australia, who are in Australia and have a visa that allows work rights or permanent migration, are able to apply for a TFN online any time.
Permanent migrants or temporary visitors to Australia - online tax file number (TFN) application or enquiry
This application can only be used by permanent migrants and temporary visitors with a work rights visa. (NAT 4157).
Tax file number - application or enquiry for individuals
For use by individuals (Australian citizens) to apply for or enquire about a tax file number (NAT 1432).
Tax file number - application or enquiry for individuals living outside Australia
Information for individuals living outside Australia about how to apply for a tax file number (NAT 2628).
Tax file number application for companies and other organisations
Information for non-individuals about how to apply for a tax file number. (NAT 3799)
Tax file number application or enquiry for a deceased estate
This form can be used by deceased estates to apply for a tax file number. (NAT 3236)
Tax file number declaration
The information you provide in this declaration will allow your payer to work out how much to withhold from payments made to you. (NAT 3092)
Business and professional items schedule for individuals 2011-12
If you need to complete item 13, 14 or 15 of your tax return (supplementary section), you must fill in this schedule. NAT 2816-6.2012.
Capital allowances schedule 2012
If you are claiming a deduction for decline in value, you may need to include the capital allowances schedule with your tax return. This schedule may be used by partnerships, companies, trusts and superannuation funds. NAT 3424-6.2012
Capital gains tax (CGT) schedule 2012
For use in conjunction with company, trust or fund income tax return 2012. NAT 3423-6.2012
Company tax return 2012
Sample 2012 company tax return. NAT 0656-6.2012
Consolidated groups losses schedule 2012
A head company of a consolidated group or MEC (multiple entry consolidated) group that satisfies any one or more of a series of tests must complete the Consolidated groups losses schedule 2012 and lodge it with the Company tax return 2012. NAT 7888-6.2012
Dividend and interest schedule 2012
This schedule forms part of the company tax return for companies reporting dividend and interest payments paid or credited in the year ending 30 June 2012. NAT 8030-6.2012
Employment termination payment schedule
This form will help you complete item 4 in the Tax return for individuals. You will need to complete this schedule if you received more than one employment termination payment during the year.
Explanatory notes for the life insurance companies taxation schedule - consolidated groups 2012
If you are responsible for preparing the tax return for a life insurance company, these instructions will help you to prepare the attached schedule. NAT 7334CON-6.2012
Explanatory notes for the life insurance companies taxation schedule 2012
If you are responsible for preparing the tax return for a life insurance company, these instructions will help you to prepare the attached schedule. NAT 7334-6.2012
Family trust election, revocation or variation 2012
Election form and explanatory notes. For completion by family trust trustee(s) to assist with completion of 2012 tax returns. NAT 2787-6.2012
Franking account tax return and instructions 2004-05
Franking account tax return and instructions 2004-05
Franking account tax return and instructions 2012
For use by companies to assist with completion of 2012 Franking account tax return. NAT 1382-6.2012
Fund income tax return 2012
For use by funds to complete Fund income tax return 2012. NAT 71287-6.2012
H/Company tax return 2012
Expanded company tax return for use by wealthy individuals.
H/Individual tax return 2012
Expanded individual tax return for use by wealthy individuals.
H/Partnership tax return 2012
Expanded partnership tax return for use by wealthy individuals.
H/Trust tax return 2012
Expanded trust tax return for use by wealthy individuals.
Individual tax return 2012
2012 Individual income tax return for tax agents and information on ordering paper copies. NAT 1371-6.2012
International dealings schedule 2012
For use by companies, trusts and partnerships to assist with completion of 2012 tax returns.This replaces Schedule 25A and Thin capitalisation schedule and instructions. NAT 73345-6.2012
Interposed entity election or revocation 2012
Election form and explanatory notes. For use by the trustee(s), company or partners to assist with completion of 2012 tax returns. NAT 2788-6.2012
Losses schedule 2012
For use by companies, trusts and superannuation funds to assist with completion of 2012 tax returns. NAT 3425-6.2012
Nomination of a parliamentary representative
Use this form to nominate a member of parliament as a representative to deal with the ATO on your behalf and receive information about your taxation affairs. (NAT 73767)
Non-individual PAYG payment summary schedule 2012
2012 Non-individual PAYG payment summary and information on ordering paper copies. NAT 3422-6.2012
Non-lodgment advice 2011-12
Complete this form if you consider that you do not need to lodge a tax return for the 2011-12 income year. NAT 2586-6.2012.
Partnership tax return 2012
2012 partnership tax return. NAT 0659-6.2012
Personal services income schedule 2012
For use by companies, partnerships and trusts only, to assist with completion of 2012 tax returns. NAT 3421-6.2012
Refund of franking credits for individuals - application form 2011-12
Use this form to claim a refund of franking credits if you are an Australian resident individual and do not need to lodge an income tax return. NAT 4098-6.2012.
Reportable tax position schedule 2012
For use by companies who are notified in writing of the requirement to lodge the Reportable tax position schedule 2012, and to assist with completion of 2012 tax returns. NAT 74066-6.2012
Request for amendment of income tax return for individuals
If you realise that you did not include something on your tax return that you should have, or there is some other error on your tax return, you need to correct it as soon as possible by requesting an amendment.
Research and development tax incentive schedule 2012
For use by companies to assist with completion of 2012 tax returns. NAT 73794-6.2012
Self-managed superannuation fund annual return 2012
For use by self-managed superannuation funds to complete 2012 annual return. NAT 71226-6.2012
Short tax return for individuals eligibility criteria 2011-12
Answer these questions to check whether you can use the Short tax return for individuals 2012. NAT 8416A-6.2012.
Short tax return instructions 2012
These instructions will help you complete the Short tax return for individuals. NAT 8417-6.2012.
Strata title body corporate tax return and instructions 2012
If you are responsible for preparing the tax return for a strata title body corporate, these instructions will help you complete the attached form. NAT 4125-6.2012
Superannuation lump sum schedule
This form should be completed when answering the question 'Did you receive an Australian superannuation lump sum payment?' on your tax return.
Tax return for individuals (supplementary section) 2011-12
You will need the (Individual tax return instructions 2012 (supplementary section) to help you complete this part of your income tax return. NAT 2679-06.2012.
Tax return for individuals 2011-12
Use Individual tax return instructions 2012 to fill in this tax return. NAT 2541-06.2012
Timor Sea Treaty - Joint Petroleum Development Area instructions 2011-12
These instructions should be used by an individual who has earned income during 2011-12 for performing work or services in the Joint Petroleum Development Area (JPDA) as defined in the Timor Sea Treaty. NAT 8277.
Trust tax return 2012
2012 trust tax return and information on ordering paper copies. NAT 0660-6.2012
Ultimate beneficiary schedule
This schedule enables trustees of closely held trusts to comply with the disclosure requirements in respect of ultimate beneficiaries to net income and tax-preferred amounts of the trusts.
Venture capital deficit tax return and explanatory notes 2012
The venture capital deficit tax return for year ending 30 June 2012 must be completed for all pooled development funds that have a liability to pay venture capital deficits tax. NAT 3309-6.2012
Consolidation: notification forms and instructions
This document contains the instructions that will help taxpayers complete the relevant paper notification form or, where available, the relevant online or electronic lodgment service (ELS) screen. Downloadable copies of the forms are provided in the document.
Franking account tax return 2003-04 and instructions
Franking account tax return 2003-04 and instructions
Individual tax return instructions supplement 2012
The Individual tax return instructions supplement contains information about income tax questions which apply to relatively few taxpayers. NAT 71051.
Lodgment of income tax return(s) not necessary
Use this form to advise the Tax Office that lodgment of income tax return(s) is not necessary. NAT 0536.
Short tax return for individuals 2011-12
The form for people with simple tax affairs. Use the Short tax return instructions 2012 to help you fill in this return. NAT 8416.
Deferring your compulsory HELP, HECS or Financial Supplement repayment
You can download this application in Portable Document Format (PDF) - download Deferring your compulsory HELP, HECS or Financial Supplement repayment (NAT 2471, PDF, 401KB).
Family trust distribution tax payment advice
The payment advice must be completed when a family trust distribution tax payment is made. (NAT 6175)
Personal services business determination application
Apply to us for a determination to clarify if the PSI rules apply to you or not.
Voluntary disclosures - approved form
Provides information to taxpayers on the approved form for making voluntary disclosures of shortfall amounts.
FOI request - individuals and businesses
This freedom of information (FOI) request is for individuals or businesses seeking access to documents from the Australian Taxation Office.
Fortnightly withholding table with no and half Medicare levy
Use this table if you make payments on a fortnightly basis and to a prescribed person entitled to a full or half levy exemption from the Medicare levy.
Higher Education Loan Program monthly withholding table
For payments made on or after 1 July 2012. Use this table if you make monthly payments and your payee has an accumulated Higher Education Loan Program (HELP) debt. NAT 2186.
Medicare levy adjustment monthly withholding table
For payments made on or after 1 July 2012. Use this table if you make payments to your payee on a monthly basis and they are entitled to a Medicare levy adjustment. NAT 1012
Monthly withholding table
For payments made on or after 1 July 2012. Use this table if you make payments on a monthly basis. NAT 1007
Schedule 1 - Statement of formulas for calculating amounts to be withheld
For payments made on or after 1 July 2012. If you develop your own payroll software package, this schedule will help you calculate the amounts to be withheld from payments. NAT 1004
Schedule 10 - Tax table for daily and casual workers
For payments made on or after 1 July 2012. Use this table if you make a payment on a daily or casual basis. This incorporates Medicare levy and includes statement of formulas. NAT 1024
Schedule 11 - Higher Education Loan Program weekly tax table
For payments made on or after 1 July 2012. Use this table if you make weekly payments and your payee has an accumulated Higher Education Loan Program (HELP) debt. This includes statement of formulas for calculating weekly and monthly withholding. NAT 2173
Schedule 12 - Higher Education Loan Program fortnightly tax table
For payments made on or after 1 July 2012. Use this table if you make fortnightly payments and your payee has an accumulated Higher Education Loan Program (HELP) debt. This includes statement of formulas. NAT 2185
Schedule 14 - Statement of formulas for calculating Higher Education Loan Program (HELP) component
For payments made on or after 1 July 2012. Use this schedule if you develop your own payroll software packages. This includes coefficients for calculating weekly withholding amounts incorporating HELP component. NAT 2335
Schedule 16 - Statement of formulas for calculating Student Financial Supplement Scheme (SFSS) component
For payments made on or after 1 July 2012. Use this schedule if you develop your own payroll sofware packages. This includes coefficients for calculating weekly withholding amounts incorporating SFSS component. NAT 3305
Schedule 17 - Student Financial Supplement Scheme weekly tax table
For payments made on or after 1 July 2012. Use this table if you make weekly payments and your payee has an accumulated Financial Supplement debt. This includes statement of formulas for calculating weekly and monthly withholding. NAT 3306
Schedule 18 - Student Financial Supplement Scheme fortnightly tax table
For payments made on or after 1 July 2012. Use this table if you make fortnightly payments and your payee has an accumulated Financial Supplement debt. This includes statement of formulas. NAT 3307
Schedule 2 - Weekly tax table
For payments made on or after 1 July 2012. Use this table if you make payments on a weekly basis. This includes instructions for calculating monthly and quarterly withholding. NAT 1005
Schedule 21 - Calculating Higher Education Loan Program in conjunction with Student Financial Supplement Scheme
For payments made on or after 1 July 2012. Use this schedule if you develop your own payroll software packages. Formulas and coefficients are used for calculating weekly withholding amounts for payees who have both an accumulated Higher Education Loan Program (HELP) debt and an accumulated Financial Supplement (FS) debt. NAT 3539
Schedule 22 - Tax table for seniors and pensioners
For payments made on or after 1 July 2012 to 30 June 2013. Use for payments to low income aged persons and pensioners. NAT 4466
Schedule 23 - Tax table for Joint Petroleum Development Area
For payments made on or after 1 July 2012. Use this table if you make payments to individuals for work or services performed in the Joint Petroleum Development Area (JPDA). NAT 7288
Schedule 28 - Tax table for unused leave payments on termination of employment
For payments made on or after 1 July 2012. Use this table to calculate amounts to be withheld from unused leave payments on termination of employment or office. NAT 3351
Schedule 3 - Fortnightly tax table
For payments made on or after 1 July 2012. Use this table if you make payments on a fortnightly basis. NAT 1006
Schedule 30 - Tax table for back payments, commissions, bonuses and similar payments
For payments made on or after 1 July 2012 . Use this table if you make a payment for back payments (including lump sum payments in arrears), commissions, bonuses or similar payments. NAT 3348
Schedule 31 - Tax table for annuities
For payments made on or after 1 July 2012. Use this table if you pay an annuity that is not a super income stream. NAT 3350
Schedule 32 - Tax table for employment termination payments
For payments made on or after 1 July 2012. Use this table to calculate amounts to be withheld from employment termination payments paid to an individual. NAT 70980
Schedule 33 - Tax table for superannuation lump sums
For payments made on or after 1 July 2012. Use this table if you make payment of a super income stream benefit, including a super death benefit income stream to your payee. NAT 70981
Schedule 5 - Weekly tax table with no and half Medicare levy
For payments made on or after 1 July 2012. Use this table if you make payments to a prescribed person entitled to a full or half levy exemption for the Medicare levy. These include members of the defence force and certain recipients of repatriation and social security pensions and benefits. NAT 1008
Schedule 6 - Medicare levy adjustment weekly tax table
For payments made on or after 1 July 2012. Use this table if you make payments to your payee on a weekly basis and they are entitled to a Medicare levy adjustment. This table includes instructions for calculating the Medicare levy adjustment for monthly payments. NAT 1010
Schedule 7 - Medicare levy adjustment fortnightly tax table
For payments made on or after 1 July 2012. Use this table if you make payments to your payee on a fortnightly basis and they are entitled to a Medicare levy adjustment. NAT 1011
Schedule 9 - Tax table for actors, variety artists and other entertainers
For payments made on or after 1 July 2012. Use this table if you make payments to payees who are actors, variety artists and other entertainers who receive payments for their performances. NAT 1023
Student Financial Supplement Scheme monthly withholding table
For payments made on or after 1 July 2012. Use this table if you make monthly payments and your payee has an accumulated Student Financial Supplement Scheme debt. NAT 3308
Franking account tax return 2003-04 and instructions
Franking account tax return 2003-04 and instructions
Nomination of a legal representative to act on behalf of an entity
Use this form to notify the ATO that you have appointed a legal representative to manage an entity's tax affairs. (NAT 15898)
Nomination of a legal representative to act on behalf of an individual
Use this form to notify the ATO that you have appointed a legal representative to manage your tax affairs. (NAT 11525)
Trans-Tasman imputation - election form
This form allows a New Zealand company to choose that the Australian imputation system is to apply to the company
Trans-Tasman imputation - revocation form
This form allows a New Zealand company that has made a NZ franking choice, to revoke the choice.
How we work out the GDP adjustment in your PAYG and GST instalment amounts
Explains the gross domestic product (GDP) adjustment we use to work out your pay as you go (PAYG) and goods and services tax (GST) instalment amounts. NAT 72216.
How we work out the GDP adjustment in your PAYG instalment amount
Explains the GDP adjustment we use to work out PAYG instalment amounts. NAT 72215.
IAS B - Instalment activity statement
This document is for taxpayers with a PAYG income tax instalment obligation only. Typical users include Partners in partnerships and other individual taxpayers who report and pay PAYG income tax instalments quarterly. NAT 4192
IAS J - Quarterly instalment activity statement
This sample document is for taxpayers with PAYG income tax instalment, PAYG tax withheld and FBT obligations. Use this document for your record keeping purposes. NAT 4197
IAS N - Annual instalment activity statement
This sample document is for taxpayers who have elected to report and pay an annual PAYG income tax instalment. NAT 4648
Luxury car tax - how to complete your activity statement
Instructions for completing the luxury car tax section of your activity statement. NAT 7391.
PAYG instalments - how to complete your activity statement
Provides education on how to complete the PAYG instalment labels on your activity statement.
Instructions for completing an Annual TFN withholding report
Instructions on how to complete the Annual TFN withholding report.
Managed investment trusts election for capital treatment
Approved form for MITs to elect for capital treatment. NAT 73523-06.2010
TFN report instructions
The procedures for filling out the TFN report.
Trust tax return 2012
2012 trust tax return and information on ordering paper copies. NAT 0660-6.2012
Trustee beneficiary non-disclosure tax payment advice
This form is to be completed by the trustee of a closely held trust to advise the Tax Office of the amount of trustee beneficiary non-disclosure tax (TBNT) the trustee is liable to pay and to allow them to pay the TBNT.
Nomination of a parliamentary representative
Use this form to nominate a member of parliament as a representative to deal with the ATO on your behalf and receive information about your taxation affairs. (NAT 73767)
Objection form - for tax professionals
You should use this form if you are a tax professional, or are lodging through the Tax Agent Portal (NAT 13044).
Objection form - for taxpayers
If you are not a tax agent or other tax professional, use this form to lodge your own objection or an objection on behalf of another individual or entity (NAT 13471).
Overseas ships - voyage return
This form is to be lodged in respect of each ship, belonging to or chartered by a person whose principal place of business is out of Australia, which leaves an Australian port and carries passengers, livestock, mail or goods shipped in Australia.
PAYG payment summary - superannuation income stream
This is the payment summary that is provided to those payees that are in receipt of income stream payments for superannuation providers. NAT 70987
PAYG withholding - how to complete your activity statement
Instructions for employers on how to complete a business activity statement (BAS).
Personal services business determination application
Apply to us for a determination to clarify if the PSI rules apply to you or not.
Private ruling application form (not for tax professionals)
Use this form if you are not a tax professionals and want to apply for a private ruling.
Private ruling application form (tax professionals)
Private ruling application form for tax professionals.
Taxable payments annual report
Use this form if you are a business in the building and construction industry and have made payments to contractors for building and construction services.
Taxable payments reporting - fact sheet
This fact sheet will help you if you are a business in the building and construction industry that pays contractors for building and construction services.
What is a class ruling?
Explains what a class ruling is and the process of applying for one.
  
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