We have pre-filled your tax return with payment summary information provided to us. Check for salary, wages, allowances, tips, bonuses etc. (including lump sum A, B, D or E payments) you received that are not pre-filled and ensure you add them.
Include income from any of the following:
- salary and wages
- commissions
- bonuses
- income from part-time or casual work
- parental leave pay
- Dad and Partner Pay
- amounts for lost salary or wages paid under
- an income protection policy
- a sickness or accident insurance policy, or
- a workers compensation scheme.
You should also include any other payments from working such as:
- employment allowances – for example, car, travel, meals, entertainment, tools, clothing, laundry and site allowances
- tips, gratuities
- consultation fees
- payments for voluntary and other services.
Lump sum A and B payments received from your employer are for:
- unused annual leave
- unused long service leave.
Lump sum D payments are early retirement scheme and genuine redundancy payments. They are not taxed but you still need to show them.
Lump sum E payments are lump sum payments in arrears; they relate to an earlier income year or years. You may get a tax offset if you received certain lump sum payments in 2015–16. We will calculate the tax offset for you.
Completing this section
You will need your PAYG payment summary – individual non-business or a comparable statement such as a letter or signed statement from each employer or payer.
If you do not have all your payment summaries or comparable statements, contact your employer or payer for a copy or comparable statement. If you are unsuccessful in obtaining any of these, see Lost or missing PAYG withholding payment summary
- Enter the Occupation where you earned most income.
If you cannot find your specific occupation, choose the most appropriate one that applies to you. - For each payment summary that has not been pre-filled in your tax return, select Add and enter information into the corresponding fields.
If your payment summary shows a reportable fringe benefits amount that is less than $3,921, do not enter it. - For each payment summary that has a Lump sum A greater than '0', select the Lump sum A type.
- For each payment summary that has a Lump sum B greater than '0', enter the full amount. myTax will divide the Lump sum B amount by 20 and include that as your income. This is because only 5% is taxable.
- For each payment summary that has a Lump sum E greater than '0', enter the required additional information (year and amount earned) and select Save. If the payment relates to more than one year, select Add and provide additional details.
- For each payment summary that has Exempt foreign employment income greater than '0':
- enter the Foreign tax paid on exempt foreign employment income
- select the Country employed in
- answer the question Does the exempt foreign employment income include a payment in arrears?
If Yes, enter the Lump sum in arrears in $AUD and the required additional information (year and amount earned), and select Save. If the payment relates to more than one year, select Add and provide additional details.
- Select Save.
- Select Save and continue.