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Australian business number (ABN)
 Businesses
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ABN registration for companies, partnerships, trusts and other organisations
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| Instructions and form for companies and other entities to register for an ABN. The application form is a sample form - please do not print it off with the intent to complete and submit it. Alternative lodgment options are listed on this page. NAT 2939 |
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Application for ABN registration for individuals (sole traders)
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| Instructions and application form to register for an ABN (sole traders). The form is a 'sample' only - please do not print it off with the intent to complete and submit it. Alternative lodgment options are listed on this page. NAT 2938 |
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Application to cancel registration
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| 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, PDF 172KB) |
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Change of registration details
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| Use this form to advise of a change relating to entity name or trading name, postal, email or business address, authorised contact person, associates, main business activity, or financial institution account details. (NAT 2943) |
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Statement by a supplier (reason for not quoting an ABN to an enterprise)
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| You should complete this form if you are a supplier and do not quote your Australian Business Number to an enterprise. NAT 3346. |
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All
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ABN registration for companies, partnerships, trusts and other organisations
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| Instructions and form for companies and other entities to register for an ABN. The application form is a sample form - please do not print it off with the intent to complete and submit it. Alternative lodgment options are listed on this page. NAT 2939 |
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Application for ABN registration for individuals (sole traders)
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| Instructions and application form to register for an ABN (sole traders). The form is a 'sample' only - please do not print it off with the intent to complete and submit it. Alternative lodgment options are listed on this page. NAT 2938 |
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Application for ABN registration for superannuation entities
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| Instructions and application form for superannuation entities to register for an ABN. Nat 2944 |
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Application to cancel registration
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| 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, PDF 172KB) |
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Appointment of tax agent - income tax other than individuals
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| Form to notify the Tax Office of appointment of tax agent for income tax other than individuals. Nat 4034. |
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Change of registration details
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| Use this form to advise of a change relating to entity name or trading name, postal, email or business address, authorised contact person, associates, main business activity, or financial institution account details. (NAT 2943) |
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Statement by a supplier (reason for not quoting an ABN to an enterprise)
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| You should complete this form if you are a supplier and do not quote your Australian Business Number to an enterprise. NAT 3346. |
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Superannuation guarantee statement - annual
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| 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) |
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Class Rulings
Company and imputation
Compliance
Excise (Including Petroleum, Tobacco & Alcohol)
Businesses
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Amending excise return and instructions
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| The form is used to amend information in an original excise return. NAT 4286 |
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Application/renewal for a permit to receive concessional spirits
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| Use this form to apply for, or renew, a permit to receive concessional spirits for approved purposes. NAT 3248. |
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Application: dealer's licence (tobacco)
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| A form to apply for a licence to deal in tobacco. NAT 7113 |
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Application: duty free licence
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| A form to apply to be licensed to store excisable goods with permission to sell duty free (alcohol and tobacco). NAT 7231 |
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Application: excise registration
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| A form to apply for excise registration. NAT 16623. |
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Application: licence to brew on premises
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| A form to apply for a licence to brew on premises. NAT 5904. |
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Application: manufacturer's licence (alcohol)
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| Form to apply for a licence to manufacturer alcoholic beverages. NAT 5906 |
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Application: manufacturer's licence (petroleum)
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| A form to apply for a licence to manufacture petroleum. NAT 5903 |
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Application: manufacturer's licence (tobacco)
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| A form to apply for a licence to manufacture tobacco. NAT 5902 |
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Application: storage licence (alcohol)
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| Application for a licence to store alcoholic products. NAT 7176 |
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Application: storage licence (petroleum)
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| A form to apply for a licence to store petroleum. NAT 7178 |
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Application: storage licence (tobacco)
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| Application to store tobacco products. NAT 7177 |
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Consent to criminal history record check
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| This form is used to obtain information to assess the suitability of an applicant for an excise licence. NAT 16358 |
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Consent to obtain information - company
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| You need to complete this form if you are applying for an excise licence on behalf of a company. NAT 7106 |
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Consent to obtain information - individual
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| You need to complete this form if you are applying for an excise licence. NAT 7112 |
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Continuing movement permission - application forms
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| Use these forms to apply for permission to export or move: underbond excisable goods (NAT 12043, NAT 16020) or tobacco seed, plant and/or leaf (NAT 12080, NAT 8517), on a continuing basis. |
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Duty-free operator return
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| A form to report excisable missed dockets and excise stocktake shortages or surplus. NAT 10405 |
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Excise drawback and instructions
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| Use this form to claim a drawback of excise duty that was paid on goods that were subsequently exported. NAT 4287 |
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Excise refund and instructions
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| Use this form to request a refund of excise duty. NAT 4288 |
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Excise remission and instructions
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| Use this form to apply for a remission of excise duty payable on goods that have not been delivered into home consumption. NAT 4289 |
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Excise return and instructions
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| Use this return to report excise liabilities arising under a periodic settlement permission, or to request authorisation to deliver excisable goods into home consumption. NAT 4285 |
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Single movement permission - application forms
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| Use these forms to apply for permission to export or move: underbond excisable goods (NAT 12042, NAT 16091) or tobacco seed, plant and/or leaf (NAT 12079, NAT 12555), once only. |
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All
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Amending excise return and instructions
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| The form is used to amend information in an original excise return. NAT 4286 |
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Application/renewal for a permit to receive concessional spirits
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| Use this form to apply for, or renew, a permit to receive concessional spirits for approved purposes. NAT 3248. |
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Application: dealer's licence (tobacco)
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| A form to apply for a licence to deal in tobacco. NAT 7113 |
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Application: duty free licence
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| A form to apply to be licensed to store excisable goods with permission to sell duty free (alcohol and tobacco). NAT 7231 |
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Application: excise registration
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| A form to apply for excise registration. NAT 16623. |
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Application: licence to brew on premises
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| A form to apply for a licence to brew on premises. NAT 5904. |
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Application: manufacturer's licence (alcohol)
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| Form to apply for a licence to manufacturer alcoholic beverages. NAT 5906 |
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Application: manufacturer's licence (petroleum)
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| A form to apply for a licence to manufacture petroleum. NAT 5903 |
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Application: manufacturer's licence (tobacco)
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| A form to apply for a licence to manufacture tobacco. NAT 5902 |
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Application: storage licence (alcohol)
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| Application for a licence to store alcoholic products. NAT 7176 |
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Application: storage licence (petroleum)
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| A form to apply for a licence to store petroleum. NAT 7178 |
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Application: storage licence (tobacco)
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| Application to store tobacco products. NAT 7177 |
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Consent to criminal history record check
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| This form is used to obtain information to assess the suitability of an applicant for an excise licence. NAT 16358 |
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Consent to obtain information - company
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| You need to complete this form if you are applying for an excise licence on behalf of a company. NAT 7106 |
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Consent to obtain information - individual
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| You need to complete this form if you are applying for an excise licence. NAT 7112 |
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Continuing movement permission - application forms
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| Use these forms to apply for permission to export or move: underbond excisable goods (NAT 12043, NAT 16020) or tobacco seed, plant and/or leaf (NAT 12080, NAT 8517), on a continuing basis. |
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Duty-free operator return
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| A form to report excisable missed dockets and excise stocktake shortages or surplus. NAT 10405 |
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Excise drawback and instructions
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| Use this form to claim a drawback of excise duty that was paid on goods that were subsequently exported. NAT 4287 |
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Excise refund and instructions
|
| Use this form to request a refund of excise duty. NAT 4288 |
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Excise remission and instructions
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| Use this form to apply for a remission of excise duty payable on goods that have not been delivered into home consumption. NAT 4289 |
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Excise return and instructions
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| Use this return to report excise liabilities arising under a periodic settlement permission, or to request authorisation to deliver excisable goods into home consumption. NAT 4285 |
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Single movement permission - application forms
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| Use these forms to apply for permission to export or move: underbond excisable goods (NAT 12042, NAT 16091) or tobacco seed, plant and/or leaf (NAT 12079, NAT 12555), once only. |
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First home saver accounts
Freedom of information (FOI)
Fringe benefits tax (FBT)
Fuel tax credits
Businesses
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Add a new business account
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| You should complete this application form if you want to register for, or become eligible to claim goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954, PDF 207kB) |
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Gifts
Goods & services tax (GST)
Businesses
|
Add a new business account
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| You should complete this application form if you want to register for, or become eligible to claim goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954, PDF 207kB) |
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Application for GST remittance number
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| Instructions for completing the GST remittance number application form (NAT 13799). Use this application to register for a GST remittance number (GRN). Do not use this form to register for GST. |
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Application for luxury car tax refund - entities not registered for GST
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| Use this form if you are not registered for GST and are claiming a refund of luxury car tax (LCT). |
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Application for luxury car tax refund - for primary producers and tourism operators
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| 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). |
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Application for medical assessment to obtain a car or car parts GST-free
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| Application for medical assessment to obtain a car or car parts GST-free. NAT 3417 |
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Application to register or change details for a GST group
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| You should complete this application if you want to change the nominated representative of a GST group, create a GST group, cancel a GST group, add a member to a GST group or delete a member from a GST group. (NAT 2952) |
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Application to register or update a GST joint venture
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| Supplies information on how to obtain application forms for entities who want to register a GST religious group or a GST joint venture, consolidate GST joint ventures, or for government organisations wanting to apply for an ABN. |
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BAS A - Quarterly Business activity statement
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| 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. |
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BAS C - Quarterly Business Activity Statement
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| 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. |
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BAS H - Annual GST return
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| This sample document is for clients who pay GST by instalments, lodge an annual GST return, but are permitted to pay two GST instalments amounts (worked out by us) each year. Their annual turnover must be $2 million or less. |
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BAS P - Annual GST return
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| 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. |
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BAS Q - Annual GST report
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| This sample document is for taxpayers who have paid and reported GST quarterly using GST Option 2. |
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BAS S - Quarterly GST instalment notice
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| 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. |
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BAS T - Quarterly GST and PAYG instalment notice
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| This sample quarterly GST instalment notice is for clients who report and pay GST & PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. |
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BAS U - Quarterly Business activity statement
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| 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 |
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BAS V - Quarterly Business activity statement
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| 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 |
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BAS W - Quarterly Business activity statement
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| This sample document is for taxpayers with a quarterly GST and fuel tax credit role only. Typical users include partnerships and charities. NAT 14169 |
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BAS X - Quarterly Business activity statement
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| 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 |
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BAS Y - Monthly Business activity statement
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| This sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171. |
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BAS Z - Annual GST return
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| 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 |
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Comprehensive personal living expenses worksheet
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| This worksheet can help you to review your business record keeping, determine if your reported income is enough to support your actual lifestyle and self-assess your risk of being selected for an audit (NAT 72959). |
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Concise personal living expenses worksheet
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| This worksheet can help you to review your business record keeping, determine if your reported income is enough to support your actual lifestyle and self-assess your risk of being selected for an audit (NAT 72960). |
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Declaration for an exemption from luxury car tax - cars used for transporting people with a disability in wheelchairs
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| 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. |
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Declaration for an exemption of GST on a car or car parts - disabled veterans
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| 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. |
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Declaration for an exemption of GST on a car or car parts - person with a disability who is gainfully employed
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| 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). |
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Election to use a simplified GST accounting method
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| Form used to elect to use the simplified GST accounting method. NAT 4370-09.2006 |
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GST calculation worksheet for BAS
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| This GST calculation work sheet for BAS will assist you in calculating your GST. NAT 4203-04.2004 |
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How we work out the GDP adjustment in PAYG and GST instalment amounts
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| 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 for the 2009-10 income year. |
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How we work out the GDP adjustment in your GST instalment amount
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| Explains the GDP adjustment we use to work out GST instalment amounts. Also explains the new measure introduced for 2009-10. |
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Interactive GST calculation worksheet for the BAS
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| 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. |
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Notice to revoke an election to use a simplified GST accounting method
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| Form to revoke an election to use a simplified GST accounting method. NAT 4371-08.2006 |
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Corporate
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Application for GST joint venture consolidation
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| Supplies information on how to obtain application forms for entities who want to register a GST religious group or a GST joint venture, consolidate GST joint ventures, or for government organisations wanting to apply for an ABN. |
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Application for GST religious group registration
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| Supplies information on how to obtain application forms for entities who want to register a GST religious group or a GST joint venture, consolidate GST joint ventures, or for government organisations wanting to apply for an ABN. |
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Application to cancel a GST or PAYG withholding branch
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| Complete this application if you want to cancel a goods and services tax (GST) and/or pay as you go (PAYG) withholding branch. (NAT 15299) |
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Application to register a GST or PAYG withholding branch
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| Complete 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). Replaces NAT 3125 (Application to register for PAYG branch registration) and also NAT 3035 (Application to Register for The New Tax System - GST Branch Registration) |
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All
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Add a new business account
|
| You should complete this application form if you want to register for, or become eligible to claim goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954, PDF 207kB) |
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Application for GST joint venture consolidation
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| Supplies information on how to obtain application forms for entities who want to register a GST religious group or a GST joint venture, consolidate GST joint ventures, or for government organisations wanting to apply for an ABN. |
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Application for GST religious group registration
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| Supplies information on how to obtain application forms for entities who want to register a GST religious group or a GST joint venture, consolidate GST joint ventures, or for government organisations wanting to apply for an ABN. |
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Application for GST remittance number
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| Instructions for completing the GST remittance number application form (NAT 13799). Use this application to register for a GST remittance number (GRN). Do not use this form to register for GST. |
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Application for luxury car tax refund - entities not registered for GST
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| Use this form if you are not registered for GST and are claiming a refund of luxury car tax (LCT). |
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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). |
|
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Application for medical assessment to obtain a car or car parts GST-free
|
| Application for medical assessment to obtain a car or car parts GST-free. NAT 3417 |
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Application to cancel a GST or PAYG withholding branch
|
| Complete this application if you want to cancel a goods and services tax (GST) and/or pay as you go (PAYG) withholding branch. (NAT 15299) |
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Application to register a GST or PAYG withholding branch
|
| Complete 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). Replaces NAT 3125 (Application to register for PAYG branch registration) and also NAT 3035 (Application to Register for The New Tax System - GST Branch Registration) |
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Application to register or change details for a GST group
|
| You should complete this application if you want to change the nominated representative of a GST group, create a GST group, cancel a GST group, add a member to a GST group or delete a member from a GST group. (NAT 2952) |
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Application to register or update a GST joint venture
|
| Supplies information on how to obtain application forms for entities who want to register a GST religious group or a GST joint venture, consolidate GST joint ventures, or for government organisations wanting to apply for an ABN. |
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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. |
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BAS C - Quarterly Business Activity Statement
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| 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. |
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BAS H - Annual GST return
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| This sample document is for clients who pay GST by instalments, lodge an annual GST return, but are permitted to pay two GST instalments amounts (worked out by us) each year. Their annual turnover must be $2 million or less. |
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BAS P - Annual GST return
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| 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. |
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BAS Q - Annual GST report
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| This sample document is for taxpayers who have paid and reported GST quarterly using GST Option 2. |
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BAS S - Quarterly GST instalment notice
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| 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. |
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BAS T - Quarterly GST and PAYG instalment notice
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| This sample quarterly GST instalment notice is for clients who report and pay GST & PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. |
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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 |
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BAS V - Quarterly Business activity statement
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| 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 |
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BAS W - Quarterly Business activity statement
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| This sample document is for taxpayers with a quarterly GST and fuel tax credit role only. Typical users include partnerships and charities. NAT 14169 |
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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 |
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BAS Y - Monthly Business activity statement
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| This sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171. |
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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 |
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Comprehensive personal living expenses worksheet
|
| This worksheet can help you to review your business record keeping, determine if your reported income is enough to support your actual lifestyle and self-assess your risk of being selected for an audit (NAT 72959). |
|
|
|
Concise personal living expenses worksheet
|
| This worksheet can help you to review your business record keeping, determine if your reported income is enough to support your actual lifestyle and self-assess your risk of being selected for an audit (NAT 72960). |
|
|
|
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). |
|
|
|
Election to use a simplified GST accounting method
|
| Form used to elect to use the simplified GST accounting method. NAT 4370-09.2006 |
|
|
|
GST calculation worksheet for BAS
|
| This GST calculation work sheet for BAS will assist you in calculating your GST. NAT 4203-04.2004 |
|
|
|
How we work out the GDP adjustment in 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 for the 2009-10 income year. |
|
|
|
How we work out the GDP adjustment in your GST instalment amount
|
| Explains the GDP adjustment we use to work out GST instalment amounts. Also explains the new measure introduced for 2009-10. |
|
|
|
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. |
|
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|
Notice to revoke an election to use a simplified GST accounting method
|
| Form to revoke an election to use a simplified GST accounting method. NAT 4371-08.2006 |
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Request for review of tax invoice decision
|
| To apply for a review of a tax invoice decision, complete this form. NAT 12381-11.2004 |
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Higher education contribution scheme (HECS)
Income tax
All
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15401 |
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Application for Private Ruling-Post 1 July 1992 Arrangements
|
| Downloadable version of Private Ruling application forms. |
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Application for refund of franking credits - Endorsed income tax exempt charities and deductible gift recipients - 1 July 2004 to 30 June 2005
|
| Sample application form only, not for lodgment. |
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Applying for compensation
|
| Application form to be used to claim compensation from the Tax Office where, in certain circumstances, our actions have caused a loss. |
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Appointing someone to manage your affairs
|
| Use this form to notify the Tax Office that you have appointed a friend or relative to manage your tax affairs. |
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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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 15609). |
|
|
|
Baby bonus claim 2007-08
|
| Use this form to claim the baby bonus if you gave birth to a baby or gained legal responsibility of a child aged under 5 (for example, through adoption) on or after 1 July 2001 and prior to 1 July 2004. NAT 6581-6.2008. |
|
|
|
Baby bonus claim 2008-09
|
| Use this form to claim the baby bonus if you gave birth to a baby or gained legal responsibility of a child aged under 5 (for example, through adoption) on or after 1 July 2001 and prior to 1 July 2004. NAT 6581-6.2009. |
|
|
|
Charitable services institution - schedule for deductible gift recipient applicants
|
| It you are applying for endorsement as a deductible gift recipient under the category 'charitable services institution', complete this schedule and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15608 |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15607 |
|
|
|
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. |
|
|
|
How to complete the information return for the period 1 July 2006 to 30 June 2007
|
| These instructions help you complete the Prescribed private fund information return 1 July 2006 to 30 June 2007. A PDF version of the return form and instructions is provided. NAT 7235-08.2007 |
|
|
|
How to complete the information return for the period 1 July 2007 to 30 June 2008
|
| These instructions help you complete the Prescribed private fund information return 1 July 2007 to 30 June 2008. A PDF version of the return form and instructions is provided. NAT 7235-08.2008 |
|
|
|
How to complete the prescribed private fund information return 1 July 2004 to 30 June 2005
|
| These instructions help you complete the Prescribed private fund information return 1 July 2004 to 30 June 2005. A PDF version of the return form and instructions is provided. NAT 7235-11.2005 |
|
|
|
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 |
|
|
|
Notice of appointment of a legal practitioner for an entity
|
| Form to be used to notify the Tax Office of the appointment of a legal practitioner (barrister or solicitor) to act as an entity's agent for the purpose of dealing with the Tax Office. NAT 15898 |
|
|
|
Notice of appointment of legal practitioner as an agent on behalf of an individual
|
| Form to be used to notify the Tax Office of the appointment of a legal practitioner (barrister or solicitor) to act as an individual's agent for the purpose of dealing with the Tax Office. |
|
|
|
Prescribed private fund information return for the period 1 July 2008 to 30 June 2009
|
| This document contains the prescribed private fund information return forms for the period 1 July 2008 to 30 June 2009, and their instructions. PDF versions of the full and simplified return forms (NAT 7235P & NAT 7235S) are available. |
|
|
|
Research and development tax concession schedule 2008
|
| For use by companies to assist with completion of 2008 tax returns. NAT 6708-6.2008 |
|
|
|
Research and development tax concession schedule 2009
|
| For use by companies to assist with completion of 2009 tax returns. NAT 6708-6.2009 |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15611 |
|
|
|
Short tax return for individuals eligibility criteria 2007-08
|
| Answer these questions to check whether you can use the short tax return for individuals 2008. NAT 8416A-6.2008. |
|
|
|
Short tax return for individuals eligibility criteria 2008-09
|
| Answer these questions to check whether you can use the short tax return for individuals 2009. NAT 8416A-6.2009. |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15533 |
|
|
Income Tax Returns
Tax Professionals
|
Capital allowances schedule 2003
|
| If you are claiming a deduction for decline in value, you may need to include the capital allowances schedule with your tax return. To be used by individuals, partnerships, companies, trusts and superannuation funds. (NAT 3424-06.2003) PDF [37.5 kB] |
|
|
|
Consolidated groups losses schedule instructions 2005
|
| 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 losses schedule 2005, and lodge it with the Company tax return 2005. NAT 7891-6.2005. |
|
|
|
Family trust election and/or family trust revocation form 2005
|
| For completion by family trust trustee(s) to assist with completion of 2005 tax returns. NAT 2787 available in Portable Document Format (PDF). |
|
|
|
Fund income tax and regulatory return 2005
|
| 2005 tax return (NAT 0658) in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Individual income tax return 2005
|
| 2005 individual income tax return NAT 1371 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Individual tax return 2003
|
| 2003 tax return (NAT 1371) in Portable Document Format (PDF) [115 kB] and information on ordering paper copies. |
|
|
|
Life insurance companies taxation schedule and explanatory notes 2005
|
| If you are responsible for preparing the tax return for a life company, these instructions will help you to prepare the attached schedule. NAT 7334-6.2005. |
|
|
|
Losses schedule 2005
|
| For use by companies, trusts and superannuation funds to assist with completion of 2005 tax returns. NAT 3425 available in Portable Document Format (PDF). |
|
|
|
Non individual PAYG payment summary schedule 2005
|
| 2005 PAYG payment summary schedule NAT 3422 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Partnership tax return 2005
|
| 2005 tax return NAT 0659 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Personal services income schedule 2003
|
| For use by companies, partnerships and trusts only. To assist with completion of 2003 tax returns. (NAT 3421-06.2003) Available in PDF. |
|
|
|
Personal services income schedule 2005
|
| For use by companies, partnerships and trusts only, to assist with completion of 2005 tax returns. NAT 3421 is available in Portable Document Format (PDF). |
|
|
|
Research and development tax concession schedule 2005
|
| For use by companies to assist with completion of 2005 tax returns. NAT 6708-6.2005 is available in PDF. |
|
|
|
Schedule 25A 2005
|
| For use by companies, trusts, partnerships and funds to assist with completion of 2005 tax returns. NAT 1125 is in Portable Document Format (PDF). |
|
|
|
Trust tax return 2005
|
| 2005 tax return NAT 0660 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
All
|
Business and professional items schedule for individuals 2007-08
|
| If you need to complete item 13, 14 or 15 of your tax return (supplementary section), you must fill in this schedule. NAT 2816-6.2008. |
|
|
|
Business and professional items schedule for individuals 2008-09
|
| If you need to complete item 13, 14 or 15 of your tax return (supplementary section), you must fill in this schedule. NAT 2816-6.2009. |
|
|
|
Capital allowances schedule 2003
|
| If you are claiming a deduction for decline in value, you may need to include the capital allowances schedule with your tax return. To be used by individuals, partnerships, companies, trusts and superannuation funds. (NAT 3424-06.2003) PDF [37.5 kB] |
|
|
|
Capital allowances schedule 2009
|
| 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 individuals, partnerships, companies, trusts and superannuation funds. NAT 3424-6.2009 |
|
|
|
Capital gains tax (CGT) schedule 2009
|
| For use in conjunction with company, trust or fund income tax return 2009. NAT 3423-6.2009 |
|
|
|
Company tax return 2009
|
| 2009 company tax return. NAT 0656-6.2009 |
|
|
|
Consolidated groups losses schedule 2009
|
| 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 2009 and lodge it with the Company tax return 2009. NAT 7888-6.2009 |
|
|
|
Consolidated groups losses schedule instructions 2005
|
| 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 losses schedule 2005, and lodge it with the Company tax return 2005. NAT 7891-6.2005. |
|
|
|
Dividends and interest schedule 2009
|
| 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 2009. NAT 8030-6.2009 |
|
|
|
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 2009
|
| 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-6.2009 |
|
|
|
Family trust election and/or family trust revocation form 2005
|
| For completion by family trust trustee(s) to assist with completion of 2005 tax returns. NAT 2787 available in Portable Document Format (PDF). |
|
|
|
Family trust election, revocation or variation 2009
|
| Election form and explanatory notes. For completion by family trust trustee(s) to assist with completion of 2009 tax returns. NAT 2787-6.2009 |
|
|
|
Franking account tax return and instructions 2004-05
|
| Franking account tax return and instructions 2004-05 |
|
|
|
Franking account tax return and instructions 2009
|
| For use by companies to assist with completion of 2009 Franking account tax return. NAT 1382-6.2009 |
|
|
|
Fund income tax and regulatory return 2005
|
| 2005 tax return (NAT 0658) in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Fund income tax return 2009
|
| For use by funds to complete Fund income tax return 2009. NAT 71287-6.2009 |
|
|
|
H/Company tax return 2009
|
| Expanded 2009 company tax return for use by wealthy individuals. |
|
|
|
H/Individual tax return 2009
|
| Expanded 2009 individual tax return for use by wealthy individuals. |
|
|
|
H/Partnership tax return 2009
|
| Expanded 2009 partnership tax return for use by wealthy individuals. |
|
|
|
H/Trust tax return 2009
|
| Expanded 2009 trust tax return for use by wealthy individuals. |
|
|
|
Individual income tax return 2005
|
| 2005 individual income tax return NAT 1371 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Individual tax return 2003
|
| 2003 tax return (NAT 1371) in Portable Document Format (PDF) [115 kB] and information on ordering paper copies. |
|
|
|
Individual tax return 2009
|
| 2009 individual income tax return for tax agents and information on ordering paper copies. NAT 1371-6.2009 |
|
|
|
Interposed entity election or revocation 2009
|
| Election form and explanatory notes. For use by the trustee(s), company or partners to assist with completion of 2009 tax returns. NAT 2788-6.2009 |
|
|
|
Life insurance companies taxation schedule and explanatory notes 2005
|
| If you are responsible for preparing the tax return for a life company, these instructions will help you to prepare the attached schedule. NAT 7334-6.2005. |
|
|
|
Losses schedule 2005
|
| For use by companies, trusts and superannuation funds to assist with completion of 2005 tax returns. NAT 3425 available in Portable Document Format (PDF). |
|
|
|
Losses schedule 2009
|
| For use by companies, trusts and superannuation funds to assist with completion of 2009 tax returns. NAT 3425-6.2009 |
|
|
|
Non individual PAYG payment summary schedule 2005
|
| 2005 PAYG payment summary schedule NAT 3422 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Non-individual PAYG payment summary schedule 2009
|
| 2009 PAYG payment summary and information on ordering paper copies. NAT 3422-6.2009 |
|
|
|
Non-lodgment advice 2007-08
|
| Complete this form if you consider that you do not need to lodge a tax return for 2007-08 income year. NAT 2586-6.2008. |
|
|
|
Non-lodgment advice 2008-09
|
| Complete this form if you consider that you do not need to lodge a tax return for 2008-09 income year. NAT 2586-6.2009. |
|
|
|
Partnership tax return 2005
|
| 2005 tax return NAT 0659 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Partnership tax return 2009
|
| 2009 partnership tax return. NAT 0659-6.2009 |
|
|
|
Personal services income schedule 2003
|
| For use by companies, partnerships and trusts only. To assist with completion of 2003 tax returns. (NAT 3421-06.2003) Available in PDF. |
|
|
|
Personal services income schedule 2005
|
| For use by companies, partnerships and trusts only, to assist with completion of 2005 tax returns. NAT 3421 is available in Portable Document Format (PDF). |
|
|
|
Personal services income schedule 2009
|
| For use by companies, partnerships and trusts only, to assist with completion of 2009 tax returns. NAT 3421-6.2009 |
|
|
|
Refund of franking credits for individuals - application form 2007-08
|
| 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 4098-6.2008. |
|
|
|
Refund of franking credits for individuals - application form 2008-09
|
| 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 4098-6.2009. |
|
|
|
Rental property instructions
|
| If you have or had a rental property, and you lodge your return on paper, this schedule and instructions will help you to work out what to declare on your income tax return. The schedule is included in e-tax and ELS programs. (NAT 02683-06.2002) |
|
|
|
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 concession schedule 2005
|
| For use by companies to assist with completion of 2005 tax returns. NAT 6708-6.2005 is available in PDF. |
|
|
|
Schedule 25A 2005
|
| For use by companies, trusts, partnerships and funds to assist with completion of 2005 tax returns. NAT 1125 is in Portable Document Format (PDF). |
|
|
|
Schedule 25A 2009
|
| For use by companies, trusts, partnerships and funds to assist with completion of 2009 tax returns. NAT 1125-6.2009 |
|
|
|
Self managed superannuation fund annual return 2009
|
| For use by self managed superannuation funds to complete 2009 annual return. NAT 71226-6.2009 |
|
|
|
Short tax return for individuals eligibility criteria 2007-08
|
| Answer these questions to check whether you can use the short tax return for individuals 2008. NAT 8416A-6.2008. |
|
|
|
Short tax return for individuals eligibility criteria 2008-09
|
| Answer these questions to check whether you can use the short tax return for individuals 2009. NAT 8416A-6.2009. |
|
|
|
Short tax return instructions 2008
|
| These instructions will help you complete the short tax return for individuals. NAT 8417-6.2008. |
|
|
|
Short tax return instructions 2009
|
| These instructions will help you complete the short tax return for individuals. NAT 8417-6.2009. |
|
|
|
Strata title body corporate tax return and instructions 2009
|
| 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 4125-6.2009 |
|
|
|
Superannuation lump sum schedule
|
| Use the information on your payment summaries to complete this form. |
|
|
|
Tax return for individuals (supplementary section) 2007-08
|
| You will need the TaxPack (supplementary section) to help you complete this part of your income tax return. NAT 2679-06.2008. |
|
|
|
Tax return for individuals (supplementary section) 2008-09
|
| You will need the TaxPack (supplementary section) to help you complete this part of your income tax return. NAT 2679-06.2009. |
|
|
|
Tax return for individuals 2007-08
|
| Use TaxPack 2008 to fill in this tax return. NAT 2541-06.2008. |
|
|
|
Tax return for individuals 2008-09
|
| Use TaxPack 2009 to fill in this tax return. NAT 2541-06.2009. |
|
|
|
Tax return for retirees 2007-08
|
| You will need the Retirees TaxPack 2008 to help you complete this form. NAT 2597-06.2008. |
|
|
|
Thin capitalisation schedule and instructions 2009
|
| For use by entities subject to thin capitalisation provisions to assist with the completion of company, trust, partnership and fund 2009 returns. NAT 6458-6.2009 |
|
|
|
Timor Sea Treaty - Joint Petroleum Development Area instructions 2007-08
|
| These instructions should be used by an individual who has earned income during 2007-08 for performing work or services in the Joint Petroleum Development Area (JPDA) as defined in the Timor Sea Treaty. NAT 8277-6.2008. |
|
|
|
Timor Sea Treaty - Joint Petroleum Development Area instructions 2008-09
|
| These instructions should be used by an individual who has earned income during 2008-09 for performing work or services in the Joint Petroleum Development Area (JPDA) as defined in the Timor Sea Treaty. NAT 8277-6.2009. |
|
|
|
Trust tax return 2005
|
| 2005 tax return NAT 0660 in Portable Document Format (PDF) and information on ordering paper copies. |
|
|
|
Trust tax return 2009
|
| 2009 trust tax return and information on ordering paper copies. NAT 0660-6.2009 |
|
|
|
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 2009
|
| The venture capital deficit tax return for year ending 30 June 2009 must be completed for all pooled development funds that have a liability to pay venture capital deficits tax. NAT 3309-6.2009 |
|
|
Luxury car tax
Miscellaneous
Not for profit
Non-profit organisations
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15401 |
|
|
|
Application for refund of franking credits - Endorsed income tax exempt charities and deductible gift recipients - 1 July 2004 to 30 June 2005
|
| Sample application form only, not for lodgment. |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 15609). |
|
|
|
Charitable services institution - schedule for deductible gift recipient applicants
|
| It you are applying for endorsement as a deductible gift recipient under the category 'charitable services institution', complete this schedule and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15608 |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15607 |
|
|
|
Endorsement application packs
|
| Application packs for endorsement as a tax concession charity, income tax exempt fund and/or a deductible gift recipient. Each pack contains a form, instructions and a guide to help you work out if your organisation is entitled to be endorsed. |
|
|
|
How to complete the information return for the period 1 July 2006 to 30 June 2007
|
| These instructions help you complete the Prescribed private fund information return 1 July 2006 to 30 June 2007. A PDF version of the return form and instructions is provided. NAT 7235-08.2007 |
|
|
|
How to complete the information return for the period 1 July 2007 to 30 June 2008
|
| These instructions help you complete the Prescribed private fund information return 1 July 2007 to 30 June 2008. A PDF version of the return form and instructions is provided. NAT 7235-08.2008 |
|
|
|
How to complete the prescribed private fund information return 1 July 2004 to 30 June 2005
|
| These instructions help you complete the Prescribed private fund information return 1 July 2004 to 30 June 2005. A PDF version of the return form and instructions is provided. NAT 7235-11.2005 |
|
|
|
Prescribed private fund information return for the period 1 July 2008 to 30 June 2009
|
| This document contains the prescribed private fund information return forms for the period 1 July 2008 to 30 June 2009, and their instructions. PDF versions of the full and simplified return forms (NAT 7235P & NAT 7235S) are available. |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15611 |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15533 |
|
|
All
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15401 |
|
|
|
Application for refund of franking credits - Endorsed income tax exempt charities and deductible gift recipients - 1 July 2004 to 30 June 2005
|
| Sample application form only, not for lodgment. |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 15609). |
|
|
|
Charitable services institution - schedule for deductible gift recipient applicants
|
| It you are applying for endorsement as a deductible gift recipient under the category 'charitable services institution', complete this schedule and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15608 |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15607 |
|
|
|
Endorsement application packs
|
| Application packs for endorsement as a tax concession charity, income tax exempt fund and/or a deductible gift recipient. Each pack contains a form, instructions and a guide to help you work out if your organisation is entitled to be endorsed. |
|
|
|
How to complete the information return for the period 1 July 2006 to 30 June 2007
|
| These instructions help you complete the Prescribed private fund information return 1 July 2006 to 30 June 2007. A PDF version of the return form and instructions is provided. NAT 7235-08.2007 |
|
|
|
How to complete the information return for the period 1 July 2007 to 30 June 2008
|
| These instructions help you complete the Prescribed private fund information return 1 July 2007 to 30 June 2008. A PDF version of the return form and instructions is provided. NAT 7235-08.2008 |
|
|
|
How to complete the prescribed private fund information return 1 July 2004 to 30 June 2005
|
| These instructions help you complete the Prescribed private fund information return 1 July 2004 to 30 June 2005. A PDF version of the return form and instructions is provided. NAT 7235-11.2005 |
|
|
|
Prescribed private fund information return for the period 1 July 2008 to 30 June 2009
|
| This document contains the prescribed private fund information return forms for the period 1 July 2008 to 30 June 2009, and their instructions. PDF versions of the full and simplified return forms (NAT 7235P & NAT 7235S) are available. |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15611 |
|
|
|
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 and forward it with your Application for endorsement as a deductible gift recipient (NAT 2948). NAT 15533 |
|
|
Objections
Pay as you go (PAYG)
Businesses
|
Add a new business account
|
| You should complete this application form if you want to register for, or become eligible to claim goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954, PDF 207kB) |
|
|
|
Add a PAYG withholding account (and issue a withholding payer number)
|
| Complete this application form if you do not require an Australian business number (ABN) and intend to/or have withheld an amount from a payment to a supplier who has not quoted their ABN on an invoice or document. (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. |
|
|
|
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. |
|
|
|
BAS D - Quarterly Business activity statement
|
| This sample document is for taxpayers with a Quarterly GST only. Typical users include partnerships and charities. |
|
|
|
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. |
|
|
|
BAS G - Monthly BAS
|
| This sample document is for taxpayers with monthly GST and any other obligations. |
|
|
|
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). |
|
|
|
BAS T - Quarterly GST and PAYG instalment notice
|
| This sample quarterly GST instalment notice is for clients who report and pay GST & PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. |
|
|
|
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 |
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|
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 |
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|
BAS Y - Monthly Business activity statement
|
| This sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171. |
|
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|
How to complete the PAYG payment summary - business and personal services income form
|
| This document explains how to complete the PAYG payment summary - business and personal services income form NAT 72545. (NAT 72769). |
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|
How to complete the PAYG payment summary - employment termination payment form
|
| Instructions to help you complete PAYG payment summary- employment termination payment (NAT 70868). |
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|
How to complete the PAYG payment summary - individual non-business form
|
| Instructions to help you complete PAYG payment summary - indiviudal non-business (NAT 0046). NAT 3388. |
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|
How to complete the PAYG payment summary - individual non-business form
|
| Instructions to help you complete PAYG payment summary - indiviudal non-business (NAT 0046). NAT 3388. |
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|
How to complete the PAYG payment summary - labour hire and other specified payments form
|
| These instructions will help you complete the PAYG payment summary – labour hire and other specified payments (NAT 3282) form. NAT 3390 |
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|
How to complete the PAYG payment summary - withholding where ABN not quoted form
|
| These instructions will help you complete the PAYG payment summary - withholding where ABN not quoted (NAT 3283) form. You will need to complete this form if you withhold from payments made to suppliers that do not quote an ABN as required. NAT 3389-07.2005. |
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|
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. |
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|
Magnetic media information - payment summary annual reports
|
| This is the information report required to be completed by all PAYG Withholding payers reporting their annual payment summary information via the Magnetic Media facility. NAT 8106. |
|
|
|
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. |
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|
Magnetic 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 Magnetic Media facility. NAT 8247. |
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|
Magnetic 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 Magnetic Media facility. NAT 13309 |
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|
Magnetic 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 Magnetic Media facility. |
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|
PAYG payment summary - business and personal services income
|
| PAYG payment summary - personal services attributed income (NAT 72545). |
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|
PAYG payment summary - employment termination payment
|
| This is the payment summary to be completed by employers when making an employment termination payment to a payee. (NAT 70868, PDF, 154kB) |
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|
PAYG payment summary - personal services attributed income
|
| This form is to be used to provide details of PAYG withholding amounts paid to the Tax Office for personal services income attributed to an individual. NAT 3446-10.2004. |
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|
PAYG withholding - a voluntary agreement for pay as you go
|
| This form is to be completed when a business and a worker agree to withhold tax from work payments where the payee has an Australian Business Number (ABN). NAT 2772 |
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|
|
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 |
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|
|
PAYG withholding liability notification form
|
| Use this form if you are a large withholder and need to notify the Tax Office that a net GST credit is to be offset against a PAYG withholding liability. NAT 3302. |
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|
PAYG withholding payment summary - labour hire and other specified payments
|
| This form is to be used to provide details of amounts withheld from payments made under labour hire arrangements or other specified payments. NAT 3282 |
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|
PAYG withholding payment summary - voluntary agreement
|
| Payers should complete this form to provide details of amounts withheld from payments made to a payee engaged under a voluntary agreement. NAT 3223 |
|
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|
PAYG withholding payment summary statement
|
| This form is used by payer's to provide the Tax Office with a summary of the payment summaries that have been issued to their payee's. |
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|
Reporting requirements - changes for the 2009/10 income year
|
| This document discusses the changes to reporting requirements for the 2009/10 income year. |
|
|
|
Request for a refund of No ABN withheld amount
|
| If you need to request a refund where you had no ABN amounts withheld use this form. NAT 3434. |
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Corporate
|
Application to cancel a GST or PAYG withholding branch
|
| Complete 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
|
| Complete 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). Replaces NAT 3125 (Application to register for PAYG branch registration) and also NAT 3035 (Application to Register for The New Tax System - GST Branch Registration) |
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|
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 3092). NAT 3093. |
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|
Withholding declaration - upwards variation
|
| This declaration authorises your payer to increase the rate or amount withheld from payments made to you. NAT 5367. |
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All
|
Add a new business account
|
| You should complete this application form if you want to register for, or become eligible to claim goods and services tax, fuel tax credits, luxury car tax, wine equalisation tax or pay as you go withholding. (NAT 2954, PDF 207kB) |
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|
Add a PAYG withholding account (and issue a withholding payer number)
|
| Complete this application form if you do not require an Australian business number (ABN) and intend to/or have withheld an amount from a payment to a supplier who has not quoted their ABN on an invoice or document. (NAT 3377) |
|
|
|
Application to cancel a GST or PAYG withholding branch
|
| Complete 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
|
| Complete 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). Replaces NAT 3125 (Application to register for PAYG branch registration) and also NAT 3035 (Application to Register for The New Tax System - GST Branch Registration) |
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|
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. |
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|
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. |
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|
BAS D - Quarterly Business activity statement
|
| This sample document is for taxpayers with a Quarterly GST only. Typical users include partnerships and charities. |
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|
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. |
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|
BAS G - Monthly BAS
|
| This sample document is for taxpayers with monthly GST and any other obligations. |
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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). |
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BAS T - Quarterly GST and PAYG instalment notice
|
| This sample quarterly GST instalment notice is for clients who report and pay GST & PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. |
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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 |
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|
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 |
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|
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 |
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|
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 |
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|
BAS Y - Monthly Business activity statement
|
| This sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171. |
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|
Choosing to pay an annual pay as you go (PAYG) instalment
|
| The form allows for details of up to 20 clients who are choosing to pay an annual pay as you go (PAYG) instalment. |
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|
How to complete the PAYG payment summary - business and personal services income form
|
| This document explains how to complete the PAYG payment summary - business and personal services income form NAT 72545. (NAT 72769). |
|
|
|
How to complete the PAYG payment summary - employment termination payment form
|
| Instructions to help you complete PAYG payment summary- employment termination payment (NAT 70868). |
|
|
|
How to complete the PAYG payment summary - individual non-business form
|
| Instructions to help you complete PAYG payment summary - indiviudal non-business (NAT 0046). NAT 3388. |
|
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|
How to complete the PAYG payment summary - individual non-business form
|
| Instructions to help you complete PAYG payment summary - indiviudal non-business (NAT 0046). NAT 3388. |
|
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|
How to complete the PAYG payment summary - labour hire and other specified payments form
|
| These instructions will help you complete the PAYG payment summary – labour hire and other specified payments (NAT 3282) form. NAT 3390 |
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|
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 (NAT 70986) form. |
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How to complete the PAYG payment summary - voluntary agreement form
|
| These instructions will help you complete the PAYG payment summary - voluntary agreement (NAT 3223) form. NAT 3391 |
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How to complete the PAYG payment summary - withholding where ABN not quoted form
|
| These instructions will help you complete the PAYG payment summary - withholding where ABN not quoted (NAT 3283) form. You will need to complete this form if you withhold from payments made to suppliers that do not quote an ABN as required. NAT 3389-07.2005. |
|
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|
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. |
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|
Individual PAYG payment summary schedule 2007-08
|
| For use by individuals to assist with completion of 2008 income tax returns. NAT 3647-6.2008. |
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|
Individual PAYG payment summary schedule 2008-09
|
| For use by individuals to assist with completion of 2009 income tax returns. NAT 3647-6.2009. |
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|
Magnetic media information - payment summary annual reports
|
| This is the information report required to be completed by all PAYG Withholding payers reporting their annual payment summary information via the Magnetic Media facility. NAT 8106. |
|
|
|
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. |
|
|
|
Magnetic 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 Magnetic Media facility. NAT 8247. |
|
|
|
Magnetic 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 Magnetic Media facility. NAT 13309 |
|
|
|
Magnetic 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 Magnetic Media facility. |
|
|
|
Medicare levy variation declaration
|
| This declaration allows you to vary the amount withheld for the Medicare levy. NAT 0929 |
|
|
|
Non individual PAYG payment summary schedule 2003
|
| 2003 PAYG payment summary schedule in Portable Document Format (PDF) and information on ordering paper copies. (NAT 3422-06.2003) [25.56 kB] |
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|
PAYG foreign resident withholding variation (FRWV) application 2010
|
| 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 2010. |
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|
PAYG payment summary - business and personal services income
|
| PAYG payment summary - personal services attributed income (NAT 72545). |
|
|
|
PAYG payment summary - employment termination payment
|
| This is the payment summary to be completed by employers when making an employment termination payment to a payee. (NAT 70868, PDF, 154kB) |
|
|
|
PAYG payment summary - personal services attributed income
|
| This form is to be used to provide details of PAYG withholding amounts paid to the Tax Office for personal services income attributed to an individual. NAT 3446-10.2004. |
|
|
|
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, PDF, 153kB) |
|
|
|
PAYG withholding - a voluntary agreement for pay as you go
|
| This form is to be completed when a business and a worker agree to withhold tax from work payments where the payee has an Australian Business Number (ABN). NAT 2772 |
|
|
|
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 liability notification form
|
| Use this form if you are a large withholder and need to notify the Tax Office that a net GST credit is to be offset against a PAYG withholding liability. NAT 3302. |
|
|
|
PAYG withholding payment summary - labour hire and other specified payments
|
| This form is to be used to provide details of amounts withheld from payments made under labour hire arrangements or other specified payments. NAT 3282 |
|
|
|
PAYG withholding payment summary - voluntary agreement
|
| Payers should complete this form to provide details of amounts withheld from payments made to a payee engaged under a voluntary agreement. NAT 3223 |
|
|
|
PAYG withholding payment summary statement
|
| This form is used by payer's to provide the Tax Office with a summary of the payment summaries that have been issued to their payee's. |
|
|
|
PAYG withholding variation application 2010
|
| This application form 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 2010. |
|
|
|
PAYG withholding variation application 2010 Senior Australians tax offset (SATO)
|
| 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 2010. |
|
|
|
PAYG withholding variation supplement 2010
|
| This is a supplement to the PAYG withholding variation application 2010 (NAT 2036). The supplement should be used if the payee, (the person who receives a payment) has business income or non-commercial business losses. |
|
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|
PAYG witholding variation short application 2010
|
| This application should be used when the payee wants to reduce their PAYG withholding rate applied to allowances, directors fees, HELP/SFSS for the year ending 30 June 2010. |
|
|
|
Reporting requirements - changes for the 2009/10 income year
|
| This document discusses the changes to reporting requirements for the 2009/10 income year. |
|
|
|
Request for a refund of No ABN withheld amount
|
| If you need to request a refund where you had no ABN amounts withheld use this form. NAT 3434. |
|
|
|
Statutory declaration (for PAYG payment summary forms)
|
| This is a PAYG withholding statutory declaration form. You should complete this form if you are unable to locate or obtain your payment summary. |
|
|
|
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 3092). 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. |
|
|
PAYG instalments
PAYG withholding
Payment summaries
Registration
Rulings
Superannuation and ETP
Superannuation
|
Directed Termination Payment Statement
|
| This form helps employers to meet the minimum information requirements when an employee asks to direct part or all of a transitional termination payment to a complying superannuation fund or to purchase a superannuation annuity. This form can only be used for directed termination payments made before 1 July 2012. (NAT 70766) |
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|
|
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. |
|
|
|
Individual's application for direct payment from consolidated revenue
|
| Superannuation Holding Accounts (SHA) balances are transferred to consolidated revenue if the account has been inactive for 10 consecutive financial years. Use this form to request withdrawal of your SHA special account balance. (NAT 16338) |
|
|
|
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, PDF, 149kB) |
|
|
|
Payment of unclaimed super - third party
|
| How to complete your application for payment of unclaimed super - third party (NAT 71696, PDF, 533KB) . |
|
|
|
Request to transfer whole balance of superannuation benefits between funds
|
| 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. |
|
|
|
Searching for lost super
|
| You should complete this form if you want to search our lost members register for any super you may have lost. (NAT 2476) |
|
|
|
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. |
|
|
|
Tax payable 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 a part of that lump sum benefit, and you choose to have your Australian super fund pay some, or all of the tax payable on that lump sum. (NAT11724) |
|
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|
Transitional Termination Payment Pre-Payment Statement
|
| This form is to be used by employers to meet the legal requirements to give information to an employee before paying a transitional termination payment. It is also used by an employee to give payment instructions to an employer. |
|
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|
Unclaimed super money statement
|
| The Unclaimed super money statement (USMS) is used to report unclaimed super money, including former temporary resident unclaimed super money. NAT 71864 |
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|
All
|
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 super co-contribution
|
| Complete this form to request a direct payment of your super co-contribution. NAT 10759 |
|
|
|
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
|
| This approved form is to be 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
|
| You should complete this form if you are an employee, and have not completed a Tax file number declaration (NAT 3092) since 1 July 2007, and want to authorise your employer to provide your tax file number (TFN) to your 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
|
| You should complete this application if you are acting on behalf of a superannuation entity and want to update particular details regarding the fund or trust for Australian Business Number (ABN) purposes. NAT 3036. |
|
|
|
Changes to the lost members register non-lodgment advice
|
| This provides information on changes that apply from 1 July 2008. |
|
|
|
Choosing a super fund - How to complete your Standard choice form
|
| The Standard choice form (NAT 13080) sets out employee options for choosing a superannuation fund. You should complete this form if you are an employer, with employees who are eligible to choose a super fund, or an employee, who is eligible to choose a super fund. |
|
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|
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 |
|
|
|
Contributions splitting
|
| You should complete this application if you want to split some of your super 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. |
|
|
|
Directed Termination Payment Statement
|
| This form helps employers to meet the minimum information requirements when an employee asks to direct part or all of a transitional termination payment to a complying superannuation fund or to purchase a superannuation annuity. This form can only be used for directed termination payments made before 1 July 2012. (NAT 70766) |
|
|
|
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. |
|
|
|
How to complete the Superannuation guarantee late payment offset form
|
| 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 pdf version that can be downloaded. (NAT 14899) |
|
|
|
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 member exit statement
|
| Instructions for how to complete the Superannuation member exit statement. |
|
|
|
How to complete the Superannuation payment variation advice statement
|
| These instructions are to help you complete aSuperannuation payment variation advice statement (PVA). Instructions for use from 1 July 2005. |
|
|
|
Individual's application for direct payment from consolidated revenue
|
| Superannuation Holding Accounts (SHA) balances are transferred to consolidated revenue if the account has been inactive for 10 consecutive financial years. Use this form to request withdrawal of your SHA special account balance. (NAT 16338) |
|
|
|
Instructions for completing an auditor/actuary contravention report
|
| Approved auditors and actuaries of self-managed superannuation funds can lodge auditor/actuary contravention reports online via the Tax Agent or Business Portals. |
|
|
|
Lost Member form addendum
|
| Additional Members form. |
|
|
|
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. |
|
|
|
Notice of appointment of a legal practitioner for an entity
|
| Form to be used to notify the Tax Office of the appointment of a legal practitioner (barrister or solicitor) to act as an entity's agent for the purpose of dealing with the Tax Office. NAT 15898 |
|
|
|
Notice of appointment of legal practitioner as an agent on behalf of an individual
|
| Form to be used to notify the Tax Office of the appointment of a legal practitioner (barrister or solicitor) to act as an individual's agent for the purpose of dealing with the Tax Office. |
|
|
|
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 lump sum
|
| This is the payment summary to be completed by superannuation funds when making a lump sum payment to a payee. (NAT 70947, PDF, 149kB) |
|
|
|
Payment of unclaimed super - individual
|
| How to complete your application for payment of unclaimed super - individual |
|
|
|
Payment of unclaimed super - third party
|
| How to complete your application for payment of unclaimed super - third party (NAT 71696, PDF, 533KB) . |
|
|
|
Request for a transitional release authority
|
| Provides information for individuals on completing the Request for transitional release authority |
|
|
|
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 (PDF 106KB). |
|
|
|
Request to transfer whole balance of superannuation benefits between funds
|
| 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. |
|
|
|
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 |
|
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Schedule 32 - tax table for employment termination payments
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from annuity payments that are non-superannuation income stream. NAT 3350. |
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Schedule 33 - tax table for superannuation lump sums
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| For payments made on or after 1 July 2009. Use this table if you make a superannuation lump sum payment to an individual. NAT 70981. |
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Schedule 34 - tax table for superannuation income streams
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| For payments made on or after 1 July 2007. Use this table to calculate amounts to be withheld from superannuation income stream benefit payments, including superannuation death benefit income stream payments. NAT 70982. |
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Searching for lost super
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| You should complete this form if you want to search our lost members register for any super you may have lost. (NAT 2476) |
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Self managed superannuation funds audit report
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| Self managed superannuation funds audit report format guide/template in rich text format NAT 11466 |
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Super contributions from a first home saver account
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| If you are a first home saver account (FHSA) holder you can use this form to contribute the balance of your FHSA to your super and close the account. If you are an account provider you can use this form to contribute the balance of an account holder's FHSA to your default super fund in order to close the account. |
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Superannuation assessment variation advice statement (AVA)
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| This superannuation assessment variation advice statement allows providers to notify the Tax Office where an assessment has been received but full payment will not be made for certain members or former members. |
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Superannuation fund - Retirement savings account (RSA) claim for payment
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| This form should be completed by a complying superannuation fund or RSA requiring payment following a request made by an individual using the contributions reference number for the purposes of either super co-contribution and/or superannuation guarantee or the presentation of a voucher for superannuation guarantee credits (NAT 2616). |
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Superannuation fund nomination
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| Complete this form if you want to nominate a superannuationfund or retirement savings account (RSA) to receive any superannuation entitlements we hold for you. |
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Superannuation guarantee - annual - instruction guide and statement
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| Instructions on how to complete the annual superannuation guarantee statement for periods prior to 1 July 2003. (NAT 2125) |
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Superannuation guarantee charge statement - quarterly
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| 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) |
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Superannuation holding accounts special account - superannuation fund/retirement savings account provider claim for payment
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| This form should be completed by a superannuation fund or RSA provider when claiming individual account balances held in SHA. NAT 2615 |
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Superannuation lump sum pre-payment statement
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| 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. |
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Superannuation member contributions statement
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| Superannuation member contributions statement For reporting contributions made before 1 July 2007. |
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Superannuation member exit statement
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| This document is for constitutionally protected funds (CPF) to report information to the Commissioner to calculate the final surcharge liability of a CPF member. |
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Superannuation payment variation advice (PVA) statement
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| 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. (PDF 444KB) |
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SuperMatch agreement for organisations
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| Agreement for organisations to search and for disclosure of lost members register, superannuation guarantee and superannuation holding accounts (SHA) special account information. |
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SuperMatch agreement for superannuation entities
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| Superannuation entities agreement for search and disclosure of lost members register, super guarantee and superannuation holding accounts (SHA) special account. |
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Tax payable on a foreign super transfer
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| 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 a part of that lump sum benefit, and you choose to have your Australian super fund pay some, or all of the tax payable on that lump sum. (NAT11724) |
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Transitional Termination Payment Pre-Payment Statement
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| This form is to be used by employers to meet the legal requirements to give information to an employee before paying a transitional termination payment. It is also used by an employee to give payment instructions to an employer. |
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Unclaimed super money statement
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| The Unclaimed super money statement (USMS) is used to report unclaimed super money, including former temporary resident unclaimed super money. NAT 71864 |
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Winding up an APRA regulated superannuation fund
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| This information and form outlines the requirements for winding up an Australian Prudential Regulation Authority (APRA) regulated superannuation fund. |
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Tax file number (TFN)
Tax return
Tax Professionals
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Consolidated groups losses schedule 2005
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| 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 2005 (NAT 7888), and lodge it with the Company tax return 2005. |
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Tax tables
Businesses
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Schedule 10 - special daily rates tax table incorporating medicare levy including statement of formulas
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| For payments made on or after 1 July 2009. Use this table where a payee is engaged on a daily or casual basis. NAT 1024. |
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Schedule 11 - Higher Education Loan Programme (HELP) weekly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from weekly payments, to cover anticipated Higher Education Loan Programme (HELP) debts. NAT 2173. |
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Schedule 12 - Higher Education Loan Programme (HELP) fortnightly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from fortnightly payments, to cover anticipated Higher Education Loan Programme (HELP) debts. NAT 2185. |
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Schedule 13 - Higher Education Loan Programme (HELP) monthly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from monthly payments, to cover anticipated Higher Education Loan Programme (HELP) debts. NAT 2186. |
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Schedule 14 - statement of formulas for calculating Higher Education Loan Programme (HELP) component including coefficients for calculating weekly withholding amounts incorporating HELP component
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| For payments made on or after 1 July 2009. Use this table to obtain the statement of formulas for calculating withholding amounts for payees who have an accumulated Higher Education Loan Programme (HELP) debt. NAT 2335. |
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Schedule 15 - statement of formulas for calculating witholding amounts for members of the defence force
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| For payments made on or after 1 July 2009. Use this table to obtain the statement of formulas for calculating withholding amounts from payments made to members of the defence force. NAT 2446. |
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Schedule 16 - statement of formulas for calculating Student Financial Supplement Scheme (SFSS) component including coefficients for calculating weekly withholding amounts incorporating SFSS component
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| For payments made on or after 1 July 2009. Use this table to obtain the statement of formulas for calculating withholding amounts for payees who have an accumulated Student Financial Supplement Scheme (SFSS) debt. NAT 3305. |
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Schedule 17 - Student Financial Supplement Scheme (SFSS) weekly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from weekly payments, to cover anticipated Student Financial Supplement Scheme (SFSS) debts. NAT 3306. |
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Schedule 18 - Student Financial Supplement Scheme (SFSS) fortnightly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from fortnightly payments, to cover anticipated Student Financial Supplement Scheme (SFSS) debts. NAT 3307. |
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Schedule 19 - Student Financial Supplement Scheme (SFSS) monthly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from monthly payments, to cover anticipated Student Financial Supplement Scheme (SFSS) debts. NAT 3308. |
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Schedule 20 - quarterly tax table incorporating medicare levy with and without leave loading
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from payments made to payees on a quarterly basis. NAT 3479. |
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Schedule 21 - coefficients for calculating weekly withholding amounts incorporating SFSS component and HELP component
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| For payments made on or after 1 July 2009. Use this table to calculate weekly withholding amounts for payees who have both an accumulated Higher Education Loan Programme (HELP) debt and an accumulated Student Financial Supplement Scheme (SFSS) debt. NAT 3539. |
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Schedule 22 - special tax table for aged pensioners and low income aged persons (senior Australians)
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from payments made to senior Australians. NAT 4466. |
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Schedule 28 - tax table for unused leave payments on termination of employment
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from unused leave payments on termination of employment or office. NAT 3351. |
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Schedule 30 - tax table for back payments including lump sum payments in arrears
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| For payments made on or after 1 July 2008. Use this table to calculate withholding amounts from back payments, including lump sum payments in arrears. NAT 3348. |
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Schedule 31 - tax table for annuities
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from unused leave payments on termination of employment or office. NAT 3351. |
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Schedule 32 - tax table for employment termination payments
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from annuity payments that are non-superannuation income stream. NAT 3350. |
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Schedule 33 - tax table for superannuation lump sums
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| For payments made on or after 1 July 2009. Use this table if you make a superannuation lump sum payment to an individual. NAT 70981. |
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Schedule 5 - weekly tax table with no and half medicare levy including weekly table for medicare levy adjustment - half levy
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| For payments made on or after 1 July 2009 .Use this table if you make payments to a payee who is entitled to a full or half levy exemption from the Medicare levy. NAT 1008. |
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Schedule 6 - medicare levy adjustment weekly tax table
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| For payments made on or after 1 July 2009. Use this table if you make payments to payees on a weekly basis and the payee is entitled to medicare levy adjustment. NAT 1010. |
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Schedule 7 - medicare levy adjustment fortnightly tax table
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| For payments made on or after 1 July 2009. Use this table if you make payments to payees on a fortnightly basis and the payee is entitled to medicare levy adjustment. NAT 1011. |
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Schedule 8 - medicare levy adjustment monthly tax table
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| For payments made on or after 1 July 2009. Use this table if you make payments to payees on a monthly basis and the payee is entitled to medicare levy adjustment. NAT 1012. |
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Schedule 9 - special tax table for actors, variety artists and other entertainers
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from payments made to actors, variety artists and other entertainers, who receive daily payments. NAT 1023. |
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All
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Schedule 10 - special daily rates tax table incorporating medicare levy including statement of formulas
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| For payments made on or after 1 July 2009. Use this table where a payee is engaged on a daily or casual basis. NAT 1024. |
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Schedule 11 - Higher Education Loan Programme (HELP) weekly tax table including statement of formulas
|
| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from weekly payments, to cover anticipated Higher Education Loan Programme (HELP) debts. NAT 2173. |
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Schedule 12 - Higher Education Loan Programme (HELP) fortnightly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from fortnightly payments, to cover anticipated Higher Education Loan Programme (HELP) debts. NAT 2185. |
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Schedule 13 - Higher Education Loan Programme (HELP) monthly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from monthly payments, to cover anticipated Higher Education Loan Programme (HELP) debts. NAT 2186. |
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Schedule 14 - statement of formulas for calculating Higher Education Loan Programme (HELP) component including coefficients for calculating weekly withholding amounts incorporating HELP component
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| For payments made on or after 1 July 2009. Use this table to obtain the statement of formulas for calculating withholding amounts for payees who have an accumulated Higher Education Loan Programme (HELP) debt. NAT 2335. |
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Schedule 15 - statement of formulas for calculating witholding amounts for members of the defence force
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| For payments made on or after 1 July 2009. Use this table to obtain the statement of formulas for calculating withholding amounts from payments made to members of the defence force. NAT 2446. |
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Schedule 16 - statement of formulas for calculating Student Financial Supplement Scheme (SFSS) component including coefficients for calculating weekly withholding amounts incorporating SFSS component
|
| For payments made on or after 1 July 2009. Use this table to obtain the statement of formulas for calculating withholding amounts for payees who have an accumulated Student Financial Supplement Scheme (SFSS) debt. NAT 3305. |
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Schedule 17 - Student Financial Supplement Scheme (SFSS) weekly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from weekly payments, to cover anticipated Student Financial Supplement Scheme (SFSS) debts. NAT 3306. |
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Schedule 18 - Student Financial Supplement Scheme (SFSS) fortnightly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from fortnightly payments, to cover anticipated Student Financial Supplement Scheme (SFSS) debts. NAT 3307. |
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Schedule 19 - Student Financial Supplement Scheme (SFSS) monthly tax table including statement of formulas
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| For payments made on or after 1 July 2009. Use this table to calculate the additional tax to be withheld from monthly payments, to cover anticipated Student Financial Supplement Scheme (SFSS) debts. NAT 3308. |
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Schedule 2 - weekly tax table incorporating medicare levy with and without leave loading
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| For payments made on or after 1 July 2009.Use this table to calculate amounts to be withheld from payments made to payees on a weekly basis. NAT 1005. |
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Schedule 20 - quarterly tax table incorporating medicare levy with and without leave loading
|
| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from payments made to payees on a quarterly basis. NAT 3479. |
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Schedule 21 - coefficients for calculating weekly withholding amounts incorporating SFSS component and HELP component
|
| For payments made on or after 1 July 2009. Use this table to calculate weekly withholding amounts for payees who have both an accumulated Higher Education Loan Programme (HELP) debt and an accumulated Student Financial Supplement Scheme (SFSS) debt. NAT 3539. |
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Schedule 22 - special tax table for aged pensioners and low income aged persons (senior Australians)
|
| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from payments made to senior Australians. NAT 4466. |
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Schedule 28 - tax table for unused leave payments on termination of employment
|
| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from unused leave payments on termination of employment or office. NAT 3351. |
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Schedule 3 - fortnightly tax table incorporating medicare levy with and without leave loading
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| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from payments made to payees on a fortnightly basis. NAT 1006. |
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Schedule 30 - tax table for back payments including lump sum payments in arrears
|
| For payments made on or after 1 July 2008. Use this table to calculate withholding amounts from back payments, including lump sum payments in arrears. NAT 3348. |
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Schedule 31 - tax table for annuities
|
| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from unused leave payments on termination of employment or office. NAT 3351. |
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Schedule 32 - tax table for employment termination payments
|
| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from annuity payments that are non-superannuation income stream. NAT 3350. |
|
|
|
Schedule 33 - tax table for superannuation lump sums
|
| For payments made on or after 1 July 2009. Use this table if you make a superannuation lump sum payment to an individual. NAT 70981. |
|
|
|
Schedule 4 - monthly tax table incorporating medicare levy with and without leave loading
|
| For payments made on or after 1 July 2009.Use this table to calculate amounts to be withheld from payments made to payees on a monthly basis. NAT 1007. |
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|
Schedule 5 - weekly tax table with no and half medicare levy including weekly table for medicare levy adjustment - half levy
|
| For payments made on or after 1 July 2009 .Use this table if you make payments to a payee who is entitled to a full or half levy exemption from the Medicare levy. NAT 1008. |
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|
Schedule 6 - medicare levy adjustment weekly tax table
|
| For payments made on or after 1 July 2009. Use this table if you make payments to payees on a weekly basis and the payee is entitled to medicare levy adjustment. NAT 1010. |
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Schedule 7 - medicare levy adjustment fortnightly tax table
|
| For payments made on or after 1 July 2009. Use this table if you make payments to payees on a fortnightly basis and the payee is entitled to medicare levy adjustment. NAT 1011. |
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Schedule 8 - medicare levy adjustment monthly tax table
|
| For payments made on or after 1 July 2009. Use this table if you make payments to payees on a monthly basis and the payee is entitled to medicare levy adjustment. NAT 1012. |
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|
Schedule 9 - special tax table for actors, variety artists and other entertainers
|
| For payments made on or after 1 July 2009. Use this table to calculate amounts to be withheld from payments made to actors, variety artists and other entertainers, who receive daily payments. NAT 1023. |
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|
Statement of formulas for calculating amounts to be withheld
|
| For payments made on or after 1 July 2009. Use this table to obtain the statement of formulas for calculating amounts to be withheld from payments. NAT 1004. |
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Trusts
Wine equalisation tax (WET)
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