Forms and instructions

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Find out more about our approved forms and the related legislation.

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Activity statements

Annual investment income reporting

Annual investment income report - Supplier lodgment declaration formComplete this declaration if you supply one or more Annual investment income reports (AIIR) electronically on behalf of an investment body.
QTFN Supplier Lodgment DeclarationComplete the declaration if you supply one or more Quarterly TFN/ABN reports on behalf of an investment body.

Australian business number

Application to register a PAYG withholding accountUse this form if you aren't required to have an Australian business number (ABN) and you need to register for a pay as you go (PAYG) withholding account. NAT 3377.
QTFN Supplier Lodgment DeclarationComplete the declaration if you supply one or more Quarterly TFN/ABN reports on behalf of an investment body.
Statement by a supplier not quoting an ABNComplete this form if you are a supplier and do not quote your Australian business number to an enterprise.

Australian income of foreign residents

Certificate of paymentUse this form to request a certificate of payment for a foreign resident payee who needs proof they paid Australian tax.
Nomination of a custodian for certificate of residency or tax relief form requestsUse this form if you need to nominate a custodian for a certificate of residency or tax relief form request.
Overseas ships - voyage returnInformation guide to tax agents and tax payers on service entity arrangements.
PAYG withholding where ABN not quoted - annual reportUse this form when reporting amounts that are withheld from a supplier that did not quote their Australian business number (ABN). You must include all known details for each payee from which you have withheld amounts.

Building and construction

Taxable payments annual report instructions and formThese instructions will help you complete the Taxable payments annual report form.

Business Portal

Cross entity authorisation nomination form NAT73957Cross entity authorisation nomination form.

Company and imputation

Trans-Tasman imputation - electionThis form allows a New Zealand company to choose that the Australian imputation system is to apply to the company.
Trans-Tasman imputation - revocationThis form allows a New Zealand company that has made a NZ franking choice to revoke the choice.

Consultation: Business - Health

Certificate of medical eligibility to obtain a car GST-freeForm to access car or car parts GST-free. (NAT 3417).

Consultation: Business - Motor vehicles

Certificate of medical eligibility to obtain a car GST-freeForm to access car or car parts GST-free. (NAT 3417).
Exemption of GST on a car - disabled veteransIf 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 (NAT 3418).
Exemption of GST on a car - person with a disability gainfully employedIf 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).
Luxury car tax refund - for primary producers & tourism operatorsHow to complete the application for luxury car tax refund.

Employee share schemes

Employee share scheme annual report - supplier lodgment declarationThis declaration must be completed for each financial year a supplier lodges one or more employee share scheme (ESS) annual reports electronically on behalf of an employer.
Employee share scheme statementOriginal employee share scheme (ESS) statement forms for 2009–10 to 2018–19 and 2019–20 and onwards.
Employee share scheme statement - amended employee summaryAmended employee share scheme (ESS) statement forms for 2009–10 to 2018–19 and 2019–20 and onwards.
Employee share schemes - request for later electionRequest a later election for the discount on shares, stapled securities or rights acquired under an ESS.

Application to register a PAYG withholding accountUse this form if you aren't required to have an Australian business number (ABN) and you need to register for a pay as you go (PAYG) withholding account. NAT 3377.
PAYG payment summaries: forms and guidelinesHow to provide PAYG payment summaries to your employees, workers or other payees.
PAYG payment summary statementPayers should use this form to provide us with a summary of the payment summaries that have been issued to their payees. NAT 3447
PAYG voluntary agreementsList of forms and instructions for PAYG voluntary agreements used by employers.
PAYG withholding annual report - payments to foreign residentsUse this form to report payments made to foreign residents in the last financial year for entertainment or sports activities, construction and related activities and casino gaming junket activities.
PAYG withholding from interest, dividend & royalty payments to non-residents - annual reportInstructions for interest, unfranked dividends and royalties paid to non-residents not reported on an annual investment income report (AIIR) - NAT 7187.
PAYG withholding where ABN not quoted - annual reportUse this form when reporting amounts that are withheld from a supplier that did not quote their Australian business number (ABN). You must include all known details for each payee from which you have withheld amounts.
TFN declarationComplete a tax file number (TFN) declaration, so your payer can work out how much tax to withhold from their payments to you.
Withholding declarations & variationsPayees should use the following forms to notify their employer or other payer of a change to their withholding rates.

Employment termination payments

Employment termination payment with an invalidity segment worksheetUse this worksheet (PDF) if you are making an employment termination payment that has an invalidity segment. Do not use this worksheet for payments relating to a death benefit, a genuine redundancy, or an early retirement payment.
Employment termination payments worksheetUse this worksheet (PDF, 96 KB) if you are making an employment termination payments. Do not use this worksheet for payments relating to invalidity, a death benefit, a genuine redundancy or early retirement.

Excise - Duty free goods

Duty-free operator return and instructionsUse the Duty-free operator return form (NAT 10405) to report excisable missed or found dockets and stocktake shortages or surpluses. This page contains the return and instructions.

Excise - Licences

Excise registrationHow to complete an Excise registration form.
Fit and proper person declarationHow to complete the fit and proper person declaration form.

Excise - Lodging and paying

Duty-free operator return and instructionsUse the Duty-free operator return form (NAT 10405) to report excisable missed or found dockets and stocktake shortages or surpluses. This page contains the return and instructions.

Excise - Moving and warehousing goods

Continuing movement permissionHow to complete the export continuing movement permission form.
Excise registrationHow to complete an Excise registration form.
Single movement permissionHow to complete the export single movement permission form.

Exploration Development Incentive

Exploration Development Incentive Excess Exploration Credit tax return form and instructionsIf you have participated in the Exploration Development Incentive and have issued a greater value of exploration credits than your maximum allowable amount for the income year, you are required to lodge an Exploration Development Incentive Credit tax return form.

Foreign residents income withholding

Superannuation funds for foreign residents - exemption from withholding taxSpecific information is needed to consider a private ruling request for a superannuation fund for foreign residents seeking an exemption from interest and dividend withholding tax.

Freedom of information

FOI request - individuals & businessesThis Freedom of information (FOI) request is for individuals or businesses seeking access to documents from the Australian Taxation Office.

Fringe benefits tax

Fuel tax credits

Fuel tax credit registration - non-business claimantsHow to complete the fuel tax credit registration - non-business form.
Fuel tax credits calculation worksheetHow to calculate the fuel tax credits amount to claim on your business activity statement.

Goods and services tax (GST)

How we check compliance

Tax evasion reporting formUse this secure online form to report known or suspected phoenix, tax evasion or shadow economy activity.

Designated infrastructure project entitiesCompanies and fixed trusts carrying out part or all of a designated infrastructure project can, under certain conditions, uplift their tax losses by the long-term bond rate. These entities are also exempt from the company continuity of ownership and same business tests and the equivalent tests that apply to claiming trust losses.
Extension request 2019-20 minimum yearly repayments for COVID-19 affected borrowers under s109RDRequest to extend time to make 2019-20 minimum yearly repayments for COVID-19 affected borrowers under section 109RD if unable to pay owing to circumstances.
Extension request 2020-21 minimum yearly repayments for COVID-19 affected borrowers under s109RDRequest to extend time to make 2020–21 minimum yearly repayments for COVID-19 affected borrowers under section 109RD if unable to pay owing to circumstances beyond your control.
Nomination of parliamentary representativeUse this form to nominate a member of parliament as a representative to deal with the ATO on your behalf and receive information about your taxation affairs. (NAT 73767)
Notice of establishment of trees in a carbon sink forestHow to complete the Notice of establishment of trees in a carbon sink forest.
Outstanding claims liability declarationOutstanding claims liability declaration How to obtain copies of this publication You can download a printable version of the form in Portable Document Format (PDF). Next step Download the form General insurance declaration on

Income tax returns

Nomination of parliamentary representativeUse this form to nominate a member of parliament as a representative to deal with the ATO on your behalf and receive information about your taxation affairs. (NAT 73767)

Indirect Tax Concession Scheme

Application for refund under Indirect Tax Concession Scheme (ITCS) - General claimIndirect Tax Concession Scheme - general claim form. (NAT 3154-12.2013).
Application for refund under indirect tax concession scheme (ITCS) - fuel claimIndirect Tax Concession Scheme - fuel claim form. (NAT3152-12.2013)
Application for refund under indirect tax concession scheme (ITCS) - motor vehicle claimIndirect Tax Concession Scheme - motor vehicle refund claim form. (NAT 3155-02.2009)
Application for the purchase of a motor vehicle under privilegeIndirect Tax Concession Scheme - Application for the purchase of a motor vehicle under privilege. NAT 3155.
Running sheet for cash purchases of fuelIndirect Tax Concession Scheme - Running sheet for cash purchases of fuel. (NAT 3153-09.2007)

JobKeeper nomination notice for eligible business participants - excluding sole tradersATO JobKeeper nomination notice for eligible business participants excluding sole traders.
JobKeeper payment - employee nomination noticeComplete this form to notify eligible employees that you intend to claim the JobKeeper payment and ask them if they agree to be nominated by you.
JobKeeper payment - religious practitioner nomination noticeComplete this form to notify eligible religious practitioners that you intend to claim the JobKeeper payment and ask them if they agree to be nominated by you.

Losses schedule instructions 2022For use by companies, trusts and superannuation funds to assist with completion of Losses schedule 2022. NAT 4088
Losses schedule instructions 2023Use these instructions to complete the Losses schedule 2023, if you're a company, trust or superannuation fund.

Exemption from luxury car tax - cars for transporting people with a disability in wheelchairsIf 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.
Luxury car tax credit - entities not registered for GSTUse this form if you are not registered for GST and are claiming a luxury car tax (LCT) credit.
Luxury car tax refund - for primary producers & tourism operatorsHow to complete the application for luxury car tax refund.

Minerals resource rent tax

Instructions for MRRT instalment liability noticeInstructions for completing the MRRT instalment liability notice.
Instructions for MRRT returnInstructions for completing the minerals resource rent tax (MRRT) return.
Instructions for MRRT return MPI scheduleInstructions for completing the minerals resource rent tax (MRRT) return mining project interest (MPI) schedule.
Instructions for MRRT return PMPI scheduleInstructions for completing the minerals resource rent tax (MRRT) return pre-mining project interest (PMPI) schedule.
MRRT instalment liability noticeComplete and lodge this notice to notify us of an entity's minerals resource rent tax (MRRT) instalments or if the entity no longer has MRRT instalment obligations.
MRRT returnComplete and lodge this MRRT return to notify of the entity's MRRT payable, that the entity no longer has MRRT return obligations or that the entity has chosen the simplified MRRT method for an MRRT year.
MRRT return mining project interest (MPI) scheduleComplete and lodge this minerals resource rent tax (MRRT) return mining project interest (MPI) schedule to notify of the entity's MRRT liability for each MPI. This schedule must accompany the entity's MRRT return for an MRRT year.
MRRT return pre-mining project interest (PMPI) scheduleComplete and lodge this MRRT return pre-mining project interest (PMPI) schedule to notify of the entity's revenue and expenditure for every pre-mining project interest (PMPI) or residual mining project interest (MPI) the entity had which generated revenue.

Non-commercial losses

Non-commercial lossesHere's a list of the documents and information which we require to process an application for a private ruling on the exercise of the Commissioner's discretion for non-commercial losses.

PAYG instalments

Choosing to pay an annual PAYG instalmentOnline form for registered tax agents to advise of clients who choose to pay an annual pay as you go (PAYG) instalment.
IAS B - IASThis sample form (NAT 4192) is for taxpayers with a PAYG instalment obligation only. Typical users include partners in partnerships and other individual taxpayers who report and pay PAYG instalments quarterly.
IAS I - IASThis sample form (NAT 4193) is for taxpayers with PAYG withholding only.
IAS J - quarterly IASThis sample form (NAT 4197) is for taxpayers with PAYG instalments, PAYG withholding and FBT obligations. Use this document for your record keeping purposes.
IAS N - annual IASThis sample form (NAT 4648) is for taxpayers with annual PAYG instalment obligations.
PAYG instalments - how to complete your activity statementYou report and pay your PAYG instalments through your BAS or instalment notice.

PAYG withholding

How to request that the ATO retain your refundUse this questionnaire to request us to retain your refund for the purposes of verification in accordance with paragraph 8AAZLGA(1)(b) of the Taxation Administration Act 1953 (TAA 1953).
PAYG payment summaries: forms and guidelinesHow to provide PAYG payment summaries to your employees, workers or other payees.
PAYG withholding for Community Development Employment ProjectThis is a guide for employers that describes how to work out the amount to withhold from Community Development Employment Projects (CDEP) payments made to workers.
Statement by a supplier not quoting an ABNComplete this form if you are a supplier and do not quote your Australian business number to an enterprise.
Statement by supplier - Scrap metal industryStatement by supplier for the scrap metal industry code of compliance. NAT 10210-07.2006
TFN reportThe procedures for filling out the TFN report.
Withholding declarations & variationsPayees should use the following forms to notify their employer or other payer of a change to their withholding rates.
Withholding from unused leave payments on termination of employmentWork out the amount to withhold from payments of unused annual and unused long service leave when an employee leaves.

PAYG withholding - Foreign residents

Certificate of paymentUse this form to request a certificate of payment for a foreign resident payee who needs proof they paid Australian tax.
PAYG foreign resident withholding variationHow to apply, as a foreign resident payee, to vary or reduce the pay as you go (PAYG) tax withheld from payments to you.
PAYG withholding annual report - payments to foreign residentsUse this form to report payments made to foreign residents in the last financial year for entertainment or sports activities, construction and related activities and casino gaming junket activities.
PAYG withholding from interest, dividend & royalty payments to non-residents - annual reportInstructions for interest, unfranked dividends and royalties paid to non-residents not reported on an annual investment income report (AIIR) - NAT 7187.

PAYG withholding - Payment summaries

Departing Australia super payment summary instructionsInstructions on how to prepare a departing Australia superannuation payment summary for a temporary Australian resident who has left Australia.
PAYG payment summary - business & personal services incomeHow to complete a payment summary for amounts you have withheld from business and personal services income (NAT 72545).
PAYG payment summary - employment termination payment from 1 July 2012How to obtain publications for PAYG employment termination payments (NAT 70868).
PAYG payment summary - employment termination payment prior to 1 July 2012This is the payment summary to be completed by employers when making an employment termination payment to a payee prior to 1 July 2012. (NAT 70868)
PAYG payment summary - foreign employmentComplete the PAYG payment summary (NAT 73297) for employees with income from foreign employment or work in the JPDA.
PAYG payment summary - individual non-businessHow to complete a payment summary (NAT 0046) for amounts you have withheld from payments to employees and others.
PAYG payment summary - super income streamFor super providers who make super income stream payments, including lump sum in arrears payments (NAT 70987).
PAYG payment summary - superannuation lump sumThis payment summary is completed by superannuation funds when making a lump sum payment to a payee (NAT 70947).
PAYG payment summary - withholding where ABN not quotedHow to complete the form when you have to withhold from a payee that did not quote their ABN when required (NAT 3283).
PAYG payment summary statementPayers should use this form to provide us with a summary of the payment summaries that have been issued to their payees. NAT 3447

PAYG withholding - Registration and cancellation

Application to register a PAYG withholding accountUse this form if you aren't required to have an Australian business number (ABN) and you need to register for a pay as you go (PAYG) withholding account. NAT 3377.
Cancel GST or PAYG withholding branchUse this application if you want to cancel a goods and services tax (GST) and/or pay as you go (PAYG) withholding branch (NAT 15299).
Register GST or PAYG withholding branchUse 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).

PAYG withholding - Reporting and paying to us

Annual TFN withholding reportThe report is due three months after the end of the income year unless we have given you more time to lodge. For trusts with a 30 June balancing date, this will be 30 September.
PAYG payment summary statementPayers should use this form to provide us with a summary of the payment summaries that have been issued to their payees. NAT 3447
PAYG withholding annual report - payments to foreign residentsUse this form to report payments made to foreign residents in the last financial year for entertainment or sports activities, construction and related activities and casino gaming junket activities.
PAYG withholding from interest, dividend & royalty payments to non-residents - annual reportInstructions for interest, unfranked dividends and royalties paid to non-residents not reported on an annual investment income report (AIIR) - NAT 7187.
PAYG withholding liabilityUse this form if you are a large withholder and need to notify us that a net GST credit is to be offset against a PAYG withholding liability.
PAYG withholding where ABN not quoted - annual reportUse this form when reporting amounts that are withheld from a supplier that did not quote their Australian business number (ABN). You must include all known details for each payee from which you have withheld amounts.

PAYG withholding - Super fund payments

Departing Australia super payment summary instructionsInstructions on how to prepare a departing Australia superannuation payment summary for a temporary Australian resident who has left Australia.
PAYG payment summary - super income streamFor super providers who make super income stream payments, including lump sum in arrears payments (NAT 70987).
PAYG payment summary - superannuation lump sumThis payment summary is completed by superannuation funds when making a lump sum payment to a payee (NAT 70947).

PAYG withholding - Variations and declarations

PAYG foreign resident withholding variationHow to apply, as a foreign resident payee, to vary or reduce the pay as you go (PAYG) tax withheld from payments to you.
PAYG withholding variation applicationComplete the PAYG withholding variation application to vary the amount of PAYG withheld from income paid to you.
PAYG withholding variation application - Norfolk Island residents onlyPAYG withholding variation application for Norfolk Island residents only (NAT 2036NI).
PAYG withholding variation application-senior Australians onlyComplete an application to vary or reduce your amount of pay as you go (PAYG) withheld if you are a senior Australian.
PAYG withholding variation short applicationComplete application to vary the amount of PAYG tax withheld from allowances or for study and training support loans.
PAYG withholding variation supplementComplete the supplement to the PAYG withholding variation application if you have business income or non-commercial business or partnership losses.
TFN declarationComplete a tax file number (TFN) declaration, so your payer can work out how much tax to withhold from their payments to you.
Withholding declarationA withholding declaration authorises your payer to adjust the amount of tax withheld from your payments.
Withholding declaration - calculating your tax offsetCheck if you're eligible to claim a tax offset in your withholding declaration, and work out the offset amount.

PAYG withholding - Voluntary agreements

Voluntary agreement for PAYG withholdingA voluntary agreement is an agreement between a business (the Payer) and a contract worker (Payee) to bring work payments into the pay as you go (PAYG) withholding system.

Pay as you go (PAYG)

Personal services income

PAYG payment summary - business & personal services incomeHow to complete a payment summary for amounts you have withheld from business and personal services income (NAT 72545).

Petroleum resource rent tax

Private rulings and advice

Early engagement (advice) requestLarge businesses can use this form to discuss with us the tax implications of a complex transaction.
Personal services business determinationApply to us for a determination to clarify if the PSI rules apply to you or not.
Private ruling - non-commercial lossesIf you are seeking a private ruling about non-commercial losses, you should use the following form.
Request for determination of the deductible amount of UPP of an Australian pension or annuityIf you are seeking a determination for the deductible amount of the undeducted purchase price of an Australian superannuation pension or annuity, you should use this form. (NAT 16544)

Product rulings

Division 394 application checklistInformation to help prepare a product ruling application – Division 394 forestry managed investment schemes.
Failure to establish notification formForestry managers must complete and lodge this form within 21 months after the end of the relevant financial year.
Information required for a product ruling applicationChecklist of information required for a product ruling application – agribusiness (except Division 394 forestry managed investment schemes).
Information required for a product ruling application - financial products checklistApplicant checklist for financial product ruling applications.
Initial contributions notification formForestry managers must complete and lodge this form within three months of the end of the relevant financial year.
Product rulings - terms of useThe issuing of a product ruling is conditional upon the applicant agreeing to abide by a number of terms of use.

Record keeping and administration

Application for a substituted accounting period (SAP)How to apply for a substituted accounting period (SAP) or to change back to a normal accounting period ending 30 June.
PAYG withholding annual report - payments to foreign residentsUse this form to report payments made to foreign residents in the last financial year for entertainment or sports activities, construction and related activities and casino gaming junket activities.
PAYG withholding where ABN not quoted - annual reportUse this form when reporting amounts that are withheld from a supplier that did not quote their Australian business number (ABN). You must include all known details for each payee from which you have withheld amounts.

Nomination of parliamentary representativeUse this form to nominate a member of parliament as a representative to deal with the ATO on your behalf and receive information about your taxation affairs. (NAT 73767)

Research and development tax incentive

Research and development tax concession: 2002 schedule and instructionsProvided to assist companies in complying with the legislative and administrative requirements for claiming deductions for research and development expenditure in their 2002 tax returns.
Research and development tax concession: 2003 schedule and instructionsProvided to assist companies in complying with the legislative and administrative requirements for claiming deductions for research and development expenditure in their 2003 tax returns. Nat 6709-6.2003
Research and development tax concession: 2007 schedule and instructionsThis document provides a schedule, instructions and automated Excel worksheet (with instructions) for use by companies claiming research and development deductions in 2007 company tax returns.
Research and development tax concession: 2008 schedule and instructionsThis document provides a schedule, instructions and automated Excel worksheet (with instructions) for use by companies claiming research and development deductions in 2008 company tax returns.
Research and development tax concession: instructions for Excel spreadsheet version 2007Research and development tax concession instructions for Excel spreadsheet version 2007.
Research and development tax concession: instructions for Excel spreadsheet version 2008An automated Excel worksheet version of the Research and development tax concession schedule 2008 is also available with accompanying instructions explaining how to complete the worksheet.

Stapled groups - Approved economic infrastructure facility exceptionApply for the Stapled groups Approved economic infrastructure facility exemption and deductions.

Substituted accounting period

Claiming loss carry back - early balancersInstructions for claiming loss carry back for early balancer substituted accounting period.
Temporary full expensing and Backing business investment scheduleFrom 1 July 2021, complete the relevant labels in your tax return to claim a temporary full expensing deduction or opt out of temporary full expensing or backing business investment.

Super for employers

Authority to provide your TFN to your super fundForm for employees to complete if they have not completed a Tax file number declaration (NAT 3092) since 1 July 2007, and want to authorise their employer to provide their tax file number (TFN) to their super fund. ( NAT 72129)
CGT cap electionInstructions and form for the capital gains tax (CGT) cap election.
Super guarantee charge (SGC) statementUse this form and instructions to prepare and lodge your SGC statement online.
Super payment variation form and instructionsHow to notify the ATO that you cannot accept credit payments or debit requests for members. (NAT 8451).
Superannuation (super) standard choice formThis form advises employers of the employee's choice of fund, employers can use it to nominate their default super fund.

Attribution managed investment trust (AMIT) tax return instructions 2016Instructions for eligible managed investment trusts to complete the 2016 AMIT tax return.
Company tax return 2016Company tax return 2016. NAT 0656-6.2016
Company tax return instructions 2016These instructions will help you complete the Company tax return 2016 (NAT 0656).
Prior years individuals tax return forms and schedulesA list of previous paper tax returns, schedules and guides to help you lodge a prior tax return.
Trust tax return 2016Trust tax return 2016 and information on ordering paper copies. NAT 0660-6.2016
Trust tax return instructions 2016For use by trusts to assist with completion of 2016 tax returns.

Company tax return 2017Company tax return 2017. NAT 0656-6.2017
Company tax return instructions 2017These instructions will help you complete the Company tax return 2017 (NAT 0656).
Prior years individuals tax return forms and schedulesA list of previous paper tax returns, schedules and guides to help you lodge a prior tax return.
Trust tax return 2017Trust tax return 2017 and information on ordering paper copies. NAT 0660-6.2017
Trust tax return instructions 2017For use by trusts to assist with completion of 2017 tax returns.

2018 Tax time summary of non-individual form changesThis information describes the changes to certain income tax returns and schedules for the 2018 tax year.
Company tax return instructions 2018These instructions will help you complete the Company tax return 2018 (NAT 0656).
Prior years individuals tax return forms and schedulesA list of previous paper tax returns, schedules and guides to help you lodge a prior tax return.
Trust tax return 2018Trust tax return 2018 and information on ordering paper copies. NAT 0660-6.2018
Trust tax return instructions 2018For use by trusts to assist with completion of 2018 tax returns.

Company tax return 2019Company tax return 2019. NAT 0656-6.2019
Company tax return instructions 2019These instructions will help you complete the Company tax return 2019 (NAT 0656).
International dealings schedule instructions 2019For use by companies, trusts and partnerships to assist with the completion of 2019 tax returns.
Prior years individuals tax return forms and schedulesA list of previous paper tax returns, schedules and guides to help you lodge a prior tax return.
Reportable tax position instructions 2019This document provides the instructions for completing the 2019 Reportable tax position schedule (NAT 74066).
Reportable tax position schedule 2019For companies who have self-assessed, or who are notified of, the requirement to lodge the Reportable tax position schedule 2019.
Strata title body corporate tax return and instructions 2019If you are responsible for preparing the tax return for a strata title body corporate, these instructions will help you complete the attached form. NAT 4125-6.2019.
Trust tax return 2019Trust tax return 2019 and information on ordering paper copies. NAT 0660-6.2019
Trust tax return instructions 2019For use by trusts to assist with completion of 2019 tax returns.

2020 Tax time summary of non-individual form changesThis information describes the changes made to certain income tax return forms and schedules for the 2020 tax year.
Company tax return 2020Download or order a paper copy of Company tax return 2020 (NAT 0656-6.2020).
Company tax return instructions 2020These instructions will help you complete the Company tax return 2020 (NAT 0656).
Interest on early payments and overpayments of tax 2020Interest rates for early payments, overpayments of tax and on delayed refunds for 2019–20.
Prior years individuals tax return forms and schedulesA list of previous paper tax returns, schedules and guides to help you lodge a prior tax return.
Reportable tax position schedule 2020Reportable tax position schedule 2020.
Reportable tax position schedule instructions 2020This document provides the instructions for completing the 2020 Reportable tax position schedule (NAT 74066).
Trust tax return 2020Trust tax return 2020 and information on ordering paper copies. NAT 0660-6.2020

2021 Tax time summary of non-individual form changesThis summary describes the changes made to certain income tax return forms and schedules for the 2021 tax year.
Company tax return 2021Company tax return 2021. NAT 0656-6.2021.
Company tax return instructions 2021These instructions will help you complete the Company tax return 2021 (NAT 0656).
Interest on early payments and overpayments of tax 2021Interest rates for interest we pay on early payments, overpayments and delay in paying your refund for 2020-21.
Prior years individuals tax return forms and schedulesA list of previous paper tax returns, schedules and guides to help you lodge a prior tax return.
Reportable tax position schedule instructions 2021Instructions for completing the 2021 Reportable tax position schedule (NAT 74066).
Trust tax return 2021Trust tax return 2021 and information on ordering paper copies. NAT 0660-6.2021

Tax evasion and crime

Tax evasion reporting formUse this secure online form to report known or suspected phoenix, tax evasion or shadow economy activity.

Tax file number

Authority to provide your TFN to your super fundForm for employees to complete if they have not completed a Tax file number declaration (NAT 3092) since 1 July 2007, and want to authorise their employer to provide their tax file number (TFN) to their super fund. ( NAT 72129)

Notification forms and instructionsInstructions to help taxpayers complete the relevant paper form or online or practitioner lodgment service (PLS) screen when notifying the ATO of consolidation.

Taxation of financial arrangements (TOFA)

TOFA 3 & 4 Tax-timing method elections formUse this form to have one or more tax-timing methods apply to calculate the taxpayer's gains and losses under the TOFA rules.
TOFA 3 & 4 election for portfolio treatment of fees, discounts and premiumsUse this form to make the election for portfolio treatment of fees, discounts and premiums. NAT 73734
TOFA 3 & 4 election to have Division 230 apply formUse this form to make the election for the TOFA rules to apply where the taxpayer does not meet certain thresholds.

Trans-Tasman rules

Trans-Tasman imputation - electionThis form allows a New Zealand company to choose that the Australian imputation system is to apply to the company.
Trans-Tasman imputation - revocationThis form allows a New Zealand company that has made a NZ franking choice to revoke the choice.

Annual TFN withholding reportThe report is due three months after the end of the income year unless we have given you more time to lodge. For trusts with a 30 June balancing date, this will be 30 September.
Closely held trusts - adding or cancelling PAYG withholding business accountComplete this application form to register for or cancel a pay as you go withholding business account for closely held trust purposes (NAT 73798).
Family trust distribution tax payment adviceThe payment advice must be completed when a family trust distribution tax payment is made. (NAT 6175)
TFN reportThe procedures for filling out the TFN report.
Trustee beneficiary non-disclosure tax payment adviceThis form is to be completed by the trustee of a closely held trust to advise the ATO of the amount of trustee beneficiary non-disclosure tax (TBNT) the trustee is liable to pay and to allow them to pay the TBNT.

Wine equalisation tax

Approval as a New Zealand participant for wine equalisation tax rebateThis form is to be used by New Zealand wine producers to obtain approval to be registered for the WET rebate. NAT 15344.
Approved quoting formsUse these forms if you wish to quote to defer your wine equalisation tax (WET) payment or become exempt from paying WET for a particular supply of wine.
Payment of wine equalisation tax rebate by New Zealand participantThis form is to be used by New Zealand wine producers in applying for the Wine Equalisation Tax (WET) rebate. NAT 14199