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) application for individuals
  2. Tax return for individuals 2023
  3. Individual tax return instructions 2023
  4. Prior year tax return forms and schedules
  5. PAYG payment summaries
    Forms and guidelines | Statements | Individuals (non-business)
  6. Searching for lost super
  7. Superannuation standard choice form

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

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A
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  • Accountants' concession form 1 - AC1
    • The claim under accountants' concession form must be used to both make and justify claims for the Accountants' Concession in relation to a document.
  • Accountants' concession form 2 - AC2
    • The Accountants' concession additional questionnaire attachment AC2A is used to both make and justify claims for the Accountants' Concession in relation to an attachment to a document.
  • Activity statement declaration
    • Tax 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.
  • Ancillary fund returns
    • Public and private ancillary funds (categories of deductible gift recipients) must lodge an annual information return.
  • Annual TFN withholding report
    • The 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.
  • Application - excess contributions determination
    • This application is for those who believe their super contributions have, or will, exceed a contributions cap due to special circumstances and want to apply for a determination that some or all contributions should be either disregarded or reallocated to another year.
  • Application for refundable tax offset - NRAS
    • Income tax exempt entities participating in the National Rental Affordability Scheme (NRAS) may be entitled to claim the NRAS refundable tax offset. Endorsed charitable institutions are income tax exempt entities (NAT 72789).
  • Applying for compensation
    • Any individual, company or other organisation can apply to us for compensation. Find out how to apply and how we assess claims.
  • Approved forms - overview
    • An approved form is a return, notice, statement, application or other document that meets relevant legal requirements.
  • Approved quoting forms
    • Use 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.
  • Authority to provide your TFN to your super fund
    • Form 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)
B
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  • BAS A - quarterly BAS
    • This sample form (NAT 4189) is for taxpayers with a quarterly GST, PAYG withholding and PAYG instalment obligations. Typical users include sole traders and companies.
  • BAS C - quarterly BAS
    • This sample form (NAT 4195) is for taxpayers with a quarterly GST, PAYG withholding and PAYG instalment obligations and any one or combination of fringe benefit tax instalments, wine equalisation tax or luxury car tax.
  • BAS D - quarterly BAS
    • This sample form (NAT 4191) is for taxpayers with a quarterly GST only. Typical users include partnerships and charities.
  • BAS F - quarterly BAS
    • This sample form (NAT 4190) is for taxpayers with a quarterly GST and PAYG withholding tax obligations. Typical users include partnerships and charities.
  • BAS G - monthly BAS
    • This sample form (NAT 4235) is for taxpayers with monthly GST and any other obligations.
  • BAS P - annual GST return
    • This sample form (NAT 4646) is for taxpayers who report and pay GST (or claim a refund) annually or pay GST by instalments and report annually.
  • BAS Q - annual GST report
    • This sample document is for taxpayers who have paid and reported GST quarterly using GST Option 2. NAT 4647
  • BAS S - quarterly GST instalment notice
    • This sample GST instalment notice (NAT 8056) is for taxpayers who report and pay GST instalments quarterly, use the GST instalment amount to report, and have no other reporting requirements.
  • BAS T - quarterly GST & PAYG instalment notice
    • This sample quarterly GST instalment notice (NAT 8057) is for taxpayers who report and pay GST and PAYG quarterly, use the instalment amounts advised by us, and have no other reporting requirements.
  • BAS U - quarterly BAS
    • This sample form (NAT 14167) is for taxpayers with a quarterly GST, fuel tax credit, PAYG withholding tax and PAYG instalment obligations. Typical users include sole traders and companies.
  • BAS V - quarterly BAS
    • This sample form (NAT 14168) is for taxpayers with a quarterly GST, fuel tax credit, PAYG withholding and PAYG instalment obligation and any one or combination of a fringe benefit tax instalment, wine equalisation tax or luxury car tax.
  • BAS W - quarterly BAS
    • This sample form (NAT 14169) is for taxpayers with a quarterly GST and fuel tax credit role only. Typical users include partnerships and charities.
  • BAS X - quarterly BAS
    • This sample form (NAT 14170) is for taxpayers with a quarterly GST, fuel tax credit and PAYG withholding tax obligations. Typical users include partnerships and charities.
  • BAS Y - monthly BAS
    • This sample form (NAT 14171) is for taxpayers with monthly GST, fuel tax credit and any other obligations.
  • BAS Z - annual GST return
    • Use this BAS Z sample form (NAT 14172) for information if you report and pay GST (or claim a refund) annually, and you are registered for fuel tax credits.
C
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  • CGT cap election
    • Instructions and form for the capital gains tax (CGT) cap election.
  • Certificate of payment
    • Use this application if you want to request a certificate of payment for a payee who is a foreign resident and needs proof that they have paid Australian tax.
  • Contributions for personal injury
    • Form and instructions for superannuation fund members who have received an eligible personal injury payment (structured settlement) and want to contribute all or part of the amount to super without it counting towards their non-concessional contributions cap, total superannuation balance and transfer balance cap. (NAT 71162).
  • Contributions splitting
    • Application form and instructions for superannuation fund members who want to split their super contributions (NAT 15237).
D
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  • Designated infrastructure project entities
    • Companies 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.
  • Duty-free operator return and instructions
    • Use 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.
E
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  • Election to spread gift deduction
    • Complete this form if you made a gift of $2 or more, or property valued over $5,000, and are electing to spread the tax deduction over up to five income years.
  • Employee Declaration
    • This document contains links to declarations required for fringe benefits record keeping.This link will download a file
  • Employment termination payments worksheet
    • Use 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.
  • Exemption of GST on a car - 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 (NAT 3418).
F
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  • Film industry incentives 2023
    • Work out if you are eligible for a film tax offset if you invest in the Australian film industry and how to claim it.
G
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  • GST joint venture - forming changing or cancelling
    • Use this form to notify us that you have formed or cancelled a goods and services tax (GST) joint venture, changed the GST joint venture's operator, added or removed participants from a GST joint venture.
H
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  • Have your say - join our Small Business Consultation Register
    • The Small Business Consultation Panel is a list of small business operators who want to be involved in consultation with the ATO. Panel members participate in activities like workshops, focus groups and user testing to help us provide more contemporary, streamlined and tailored services.
  • How to request that the ATO retain your refund
    • Use this questionnaire to request us to retain your refund for the purposes of verification in accordance with paragraph 8AAZLGA(1)(b) of the Taxation Administration Act 1953 (TAA 1953).
I
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  • IAS B - IAS
    • This 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 - IAS
    • This sample form (NAT 4193) is for taxpayers with PAYG withholding only.
  • IAS J - quarterly IAS
    • This 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 IAS
    • This sample form (NAT 4648) is for taxpayers with annual PAYG instalment obligations.
  • Individual retired due to permanent disability
    • This form should be completed when you are requesting a withdrawal of your ATO-held super and are required to attach medical evidence confirming you have retired due to a permanent disability. NAT 8678a.
J
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K
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  • KiwiSaver scheme payment statement
    • Complying Australian super funds (other than defined benefit funds, unfunded public sector schemes and self-managed superannuation funds) can complete this statement when they pay a member’s superannuation benefits to a KiwiSaver scheme in New Zealand.
L
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  • Licence to manufacture alcohol
    • These instructions will help you complete your Application for a licence to manufacture excisable products – alcohol. NAT 5906.
  • Losses schedule 2023
    • Complete the Losses schedule 2023 if any of the losses tests apply. NAT 3425-06.2023.
M
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  • MRRT instalment liability notice
    • Complete 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 return
    • Complete and lodge this MRRT return to notify of the entity's MRRT payable, that the entity no longer has MRRT return obligations or that the entity has chosen the simplified MRRT method for an MRRT year.
  • MRRT return mining project interest (MPI) schedule
    • Complete and lodge this minerals resource rent tax (MRRT) return mining project interest (MPI) schedule to notify of the entity's MRRT liability for each MPI. This schedule must accompany the entity's MRRT return for an MRRT year.
  • MRRT return pre-mining project interest (PMPI) schedule
    • Complete and lodge this MRRT return pre-mining project interest (PMPI) schedule to notify of the entity's revenue and expenditure for every pre-mining project interest (PMPI) or residual mining project interest (MPI) the entity had which generated revenue.
  • Medicare levy variation declaration
    • Use this Medicare levy variation declaration form to vary the amount withheld from your pay for the Medicare levy. Or go online and do it there.
N
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  • Nomination of parliamentary representative
    • Use this form to nominate a member of parliament as a representative to deal with the ATO on your behalf and receive information about your taxation affairs. (NAT 73767)
  • Non-commercial losses
    • Here'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.
  • Non-lodgment advice 2023
    • Complete the non-lodgment advice form if you do not need to lodge a tax return for the income year 2023.
  • Notification forms and instructions
    • Instructions to help taxpayers complete the relevant paper form or online or practitioner lodgment service (PLS) screen when notifying the ATO of consolidation.
  • Notification of PRRT instalment transfer interest charge
    • Complete and lodge this notification to provide the details required to calculate the entity's liability for the PRRT instalment transfer interest charge. Also use this notification to request remission of the PRRT instalment transfer interest charge.
  • Notify us when forming a multiple entry consolidated group
    • An MEC group is a group of Australian entities that is wholly foreign-owned and does not have a common Australian resident head company. Use this form to notify us of the formation of a multiple entry consolidated (MEC) group. NAT 7024
O
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  • Objection form - for taxpayers
    • If you're a taxpayer, you can use this form to lodge your own objection, or an objection on behalf of another individual or entity.
  • Outstanding claims liability declaration
    • Outstanding 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
P
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  • PAYG payment summary - foreign employment
    • Complete the PAYG payment summary (NAT 73297) to provide to employees who've had amounts withheld from foreign employment income and income earned for work in the Joint Petroleum Development Area (JPDA).
  • PAYG payment summary - super income stream
    • Instructions and sample form for superannuation providers who make super income stream payments, including super income stream lump sum in arrears payments to a payee (NAT 70987).
  • PAYG payment summary statement
    • Payers 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 liability
    • Use 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 report
    • Use 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.
  • PRRT deductible expenditure schedule
    • Lodge this schedule with the entity's first petroleum resource rent tax (PRRT) return for a petroleum project to notify of any PRRT deductible expenditure.
  • PRRT instalment statement
    • Use this form to notify of the entity's PRRT notional tax amount payable for the instalment period for a petroleum project and any changes to the petroleum project details.
  • PRRT return
    • Each participant in a petroleum project is required to lodge a return in respect of each project from which they derived assessable receipts during a year of tax.
Q
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R
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  • Register for PRRT
    • Complete and lodge this application to register an entity's interest in a project for petroleum resource rent tax.
  • Rental properties 2023
    • Information on how to treat rental income and expenses, including how to treat many residential rental property assets and items. NAT 1729-6.2023
  • Request to adjust concessional contributions
    • This form notifies us that you made concessional contributions in one financial year (Year 1) but your self-managed super fund (SMSF) did not allocate them to you until the next financial year (Year 2).
S
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  • Searching for lost super
    • You can search for your lost superannuation online using myGov, by phoning our lost super search line on 13 28 65 or by completing a paper form (NAT 2476).
  • Super fund-retirement savings account provider claim for payment
    • This form should be completed by a superannuation fund or retirement savings account provider when claiming any of the following; super co-contribution, individual account balances held in the superannuation holding accounts (SHA) special account or super. (NAT 73960)
  • Super lump sum pre-payment statement
    • Form and instructions to help superannuation funds meet their legal requirements to give information to an individual before payment of a superannuation lump sum. (NAT 70764)
  • Super payment variation form and instructions
    • Form and instructions for superannuation fund and retirement savings account providers to notify the Tax Office that they cannot accept credit payments or debit requests for one or more superannuation members. (NAT 8451).
  • Superannuation fund nomination
    • Instructions for nominating a superannuation fund or retirement savings account to receive the super entitlements we hold for you, including unclaimed super.
T
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  • TFN declaration
    • Complete a tax file number declaration so your payer can work out how much tax to withhold from their payments to you.
  • TFN report
    • The procedures for filling out the TFN report.
  • Tax evasion reporting form
    • Use this secure online form to report known or suspected phoenix, tax evasion or shadow economy activity.
  • Trustee beneficiary non-disclosure tax payment advice
    • This 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.
  • Trustee declaration
    • Use this form if you are a trustee or director of a corporate trustee of an SMSF to declare you understand your obligations and responsibilities.
U
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  • 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.
V
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  • Voidable Transactions claim form
    • Complete this form to make a claim against the Commissioner of Taxation for payments believed to be unfair preference payments or uncommercial transactions.
  • Voluntary agreement for PAYG withholding
    • A voluntary agreement is an agreement between a business (the Payer) and a contract worker (Payee) to bring work payments into the pay as you go (PAYG) withholding system.
W
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  • Withholding declaration
    • A withholding declaration authorises your payer to adjust the amount of tax withheld from your payments.
Y
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  • You and your shares 2023
    • Information on income you declare, deductions and credits you can claim, and records you need to keep. NAT 2632-06.2023