Forms and instructions

You can find our most popular forms listed here, or refine your search options below. Make sure you click the ‘apply filter’ or ‘search’ buttons after selecting your refinement options to find the specific form you need.

  1. Tax file number (TFN)
    TFN declaration | TFN application for individuals
  2. Tax return for individuals 2016
  3. Individual tax return instructions 2016
  4. Prior years individuals tax return forms - schedules
  5. PAYG payment summaries
    Forms and guidelines | Statements | Individuals (non-business)
  6. PAYG withholding variation application (e-variation)
  7. Searching for lost super
  8. Superannuation standard choice form
  9. Applying for HECS-HELP benefit
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  • Activity statement declarationTax Agents have identified a need for a downloadable declaration form that they can print off and send to their clients for signing or alternatively that they can email to their clients who may then return it via email with an electronic signature.
  • BAS A - quarterly BASThis sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations. Typical users include sole traders and companies. NAT 4189
  • BAS C - quarterly BASThis sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations and any ONE or combination of fringe benefit tax instalments, wine equalisation tax or luxury car tax. NAT 4195
  • BAS D - quarterly BASThis sample document is for taxpayers with a quarterly GST only. Typical users include partnerships and charities. NAT 4191
  • BAS F - quarterly BASThis sample document is for taxpayers with a quarterly GST and PAYG tax withheld obligations. Typical users include partnerships and charities. NAT 4190
  • BAS G - monthly BASThis sample document is for taxpayers with monthly GST and any other obligations. NAT 4235
  • BAS P - annual GST returnThis sample document is for taxpayers who pay their GST by instalments and lodge an annual GST return. These clients must have an annual turnover of $2 million or less and pay a GST instalment amount (or varied amount) worked out by us. NAT 4646
  • BAS Q - annual GST reportThis sample document is for taxpayers who have paid and reported GST quarterly using GST Option 2. NAT 4647
  • BAS R - quarterly PAYG instalment noticeThis sample document is for taxpayers whose only obligation is PAYG instaments and who have elected to pay an instalment amount (Option 1). NAT 4753
  • BAS S - quarterly GST instalment noticeThis sample GST instalment notice is for clients who report and pay GST instalments quarterly, use the GST instalment amount to report, and have no other reporting requirements. NAT 8056
  • BAS T - quarterly GST & PAYG instalment noticeThis sample quarterly GST instalment notice is for clients who report and pay GST and PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. NAT 8057
  • BAS U - quarterly BASThis 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 BASThis 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 BASThis sample document is for taxpayers with a quarterly GST and fuel tax credit role only. Typical users include partnerships and charities. NAT 14169
  • BAS X - quarterly BASThis sample document is for taxpayers with a quarterly GST, fuel tax credit and PAYG tax withheld obligations. Typical users include partnerships and charities. NAT 14170.
  • BAS Y - monthly BASThis sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171.
  • BAS Z - annual GST returnThis 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
  • Fuel tax credits calculation worksheetHow to calculate the fuel tax credits amount to claim on your business activity statement.
  • IAS B - IASThis document is for taxpayers with a PAYG income tax instalment obligation only. Typical users include Partners in partnerships and other individual taxpayers who report and pay PAYG income tax instalments quarterly. NAT 4192
  • IAS I - IASThis sample document is for taxpayers with a PAYG tax withheld only (quarterly or monthly). Note: taxpayers may receive IAS I for two months of a quarter and a quarterly AS form for the third month. NAT 4193
  • IAS J - quarterly IASThis sample document is for taxpayers with PAYG income tax instalment, PAYG tax withheld and FBT obligations. Use this document for your record keeping purposes. NAT 4197
  • IAS N - annual IASThis sample document is for taxpayers who have elected to report and pay an annual PAYG income tax instalment. NAT 4648
  • RBAS - revised activity statementThis sample document is used by taxpayers to revise earlier activity statements. NAT 3233.
  • Certificate of paymentUse this application if you are requesting a certificate for payment for a payee who is a foreign resident and needs proof that they have paid Australian tax. NAT 6408.
  • Overseas ships - voyage returnApproved form for foreign ships to lodge when liable under Division 12.
  • 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 legal representative - entityClients of legal practitioners can use this form to notify us that they have appointed you as their legal representative to manage their entity's tax affairs. (NAT 15898)
  • Nomination of legal representative - individualClients of legal practitioners can use this form to notify us that they have appointed a legal representative to manage their tax affairs. (NAT 11525)
  • Trans-Tasman imputation - electionThis form allows a New Zealand company to choose that the Australian imputation system is to apply to the company. Provided the form is completed with the required information, lodging the form will mean that the company has made the choice to join the Australian imputation system.
  • Trans-Tasman imputation - revocationThis form allows a New Zealand company that has made a NZ franking choice to revoke the choice. The revocation takes effect when this form is given to the Australian Commissioner of Taxation.
  • 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.
  • Duty-free operator returnA form to report excisable missed dockets and stocktake shortages or surplus. NAT 10405.
  • Excise return & instructionsYou should complete this form if you wish to report excise liabilities arising under a periodic settlement permission or to request authorisation to deliver excisable goods into home consumption. NAT 4285
  • Continuing movement permissionApplications for permission to move underbond excisable or excise equivalent goods (NAT 73710), to export excisable goods (NAT 12043) and to move or export tobacco seed, plant and/or leaf (NAT 12080, NAT 8517) on a continuing basis.
  • Registration for excise paymentsComplete this form if you are required to make payments of excise duty but do not hold an excise licence or permission. NAT 16623
  • Single movement permissionApplications for permission to move underbond excisable or excise equivalent goods (NAT 73711), to export excisable goods (NAT 12042) and to move or export tobacco seed, plant and/or leaf (NAT 12079, NAT 12555) once only.
  • 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)
  • Consolidated groups losses schedule 2016A 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 2016 and lodge it with the Company tax return 2016. NAT 7888-6.2016
  • Consolidated groups losses schedule instructions 2015A 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 2015 and lodge it with the Company tax return 2015. NAT 7891
  • Losses schedule instructions 2015For use by companies, trusts and superannuation funds to assist with completion of Losses schedule 2015. NAT 4088
  • Losses schedule instructions 2016For use by companies, trusts and superannuation funds to assist with completion of Losses schedule 2016. NAT 4088
  • Choosing to pay an annual PAYG instalmentThe form is for tax agents transmitting on behalf of their clients.
  • IAS B - IASThis document is for taxpayers with a PAYG income tax instalment obligation only. Typical users include Partners in partnerships and other individual taxpayers who report and pay PAYG income tax instalments quarterly. NAT 4192
  • IAS I - IASThis sample document is for taxpayers with a PAYG tax withheld only (quarterly or monthly). Note: taxpayers may receive IAS I for two months of a quarter and a quarterly AS form for the third month. NAT 4193
  • IAS J - quarterly IASThis sample document is for taxpayers with PAYG income tax instalment, PAYG tax withheld and FBT obligations. Use this document for your record keeping purposes. NAT 4197
  • IAS N - annual IASThis sample document is for taxpayers who have elected to report and pay an annual PAYG income tax instalment. NAT 4648
  • PAYG instalments - activity statement instructionsProvides education on how to complete the PAYG instalment labels on your activity statement.
  • PAYG foreign resident withholding variationThis application form should be used when the foreign resident payee wants to reduce their pay as you go (PAYG) withholding rate for the year ending 30 June 2017.
  • PAYG withholding FRWV e-variationUse the PAYG foreign resident withholding variation application (e-variation) to reduce your pay as you go (PAYG) withholding rate for the year ending 30 June 2017.
  • PAYG withholding variation applicationThis application should be used when the payee wants to vary the rate or amount of pay as you go (PAYG) tax withheld for the year ending 30 June 2017.
  • PAYG withholding variation application-senior Australians onlyThis application should be used when you want to vary the rate or amount of PAYG tax withheld for the year ending 30 June 2017 and you are a senior Australian receiving payments from multiple payers.
  • PAYG withholding variation short applicationThis application should be used when you want to vary the rate or amount of pay as you go (PAYG) tax withheld for the year ending 30 June 2017 from an allowance or overpayment relating to Higher Education Loan Program (HELP), Trade Support Loan (TSL), Student Start-up Loan (SSL) or Financial Supplement repayments, or to defer these payments.
  • PAYG withholding variation supplementThe supplement to the PAYG withholding variation application should be completed if you have business income or non-commercial business or partnership losses.
  • TFN declarationThe information you provide in this declaration will allow your payer to work out how much to withhold from payments made to you. (NAT 3092)
  • Withholding declarationThis 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.
  • Withholding declaration - calculating your tax offsetYou can use this information to work out your eligibility to claim or vary a tax offset at questions 7 and 8 of the Withholding declaration.
  • 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.
  • 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.
  • BAS A - quarterly BASThis sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations. Typical users include sole traders and companies. NAT 4189
  • BAS C - quarterly BASThis sample document is for taxpayers with a quarterly GST, PAYG tax withheld and PAYG income tax instalment obligations and any ONE or combination of fringe benefit tax instalments, wine equalisation tax or luxury car tax. NAT 4195
  • BAS D - quarterly BASThis sample document is for taxpayers with a quarterly GST only. Typical users include partnerships and charities. NAT 4191
  • BAS F - quarterly BASThis sample document is for taxpayers with a quarterly GST and PAYG tax withheld obligations. Typical users include partnerships and charities. NAT 4190
  • BAS G - monthly BASThis sample document is for taxpayers with monthly GST and any other obligations. NAT 4235
  • BAS R - quarterly PAYG instalment noticeThis sample document is for taxpayers whose only obligation is PAYG instaments and who have elected to pay an instalment amount (Option 1). NAT 4753
  • BAS T - quarterly GST & PAYG instalment noticeThis sample quarterly GST instalment notice is for clients who report and pay GST and PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements. NAT 8057
  • BAS U - quarterly BASThis 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 BASThis 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 BASThis sample document is for taxpayers with a quarterly GST and fuel tax credit role only. Typical users include partnerships and charities. NAT 14169
  • BAS X - quarterly BASThis sample document is for taxpayers with a quarterly GST, fuel tax credit and PAYG tax withheld obligations. Typical users include partnerships and charities. NAT 14170.
  • BAS Y - monthly BASThis sample document is for taxpayers with monthly GST, fuel tax credit and any other obligations. NAT 14171.
  • 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).
  • PAYG payment summary - business & personal services incomeComplete this payment summary to provide details of amounts you have withheld from business and personal services income for the 2009–10 and later years. NAT 72545
  • RBAS - revised activity statementThis sample document is used by taxpayers to revise earlier activity statements. NAT 3233.
  • 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).
  • TFN reportThe procedures for filling out the TFN report.
  • 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)
  • 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)
  • Consolidation: notification forms & instructionsThis document contains the instructions that will help taxpayers complete the relevant paper notification form or, where available, the relevant online or electronic lodgment service (ELS) screen. Downloadable copies of the forms are provided in the docum
  • Trans-Tasman imputation - electionThis form allows a New Zealand company to choose that the Australian imputation system is to apply to the company. Provided the form is completed with the required information, lodging the form will mean that the company has made the choice to join the Australian imputation system.
  • Trans-Tasman imputation - revocationThis form allows a New Zealand company that has made a NZ franking choice to revoke the choice. The revocation takes effect when this form is given to the Australian Commissioner of Taxation.
  • Voluntary disclosures - approved formExplains how to make a voluntary disclosure in the approved form. You can inform ATO of shortfall amounts, or of false or misleading statements that do not result in shortfall amounts.