LodgeiT only provides forms that are supported under the current SBR (Standard Business Reporting) framework. We do not support legacy or older forms because the Australian Taxation Office (ATO) has deactivated those services, meaning they are no longer available for lodgment.
In this article
Tax agent forms
| Agency | Form Type | Years available |
|---|
| ATO | Activity statement | 2001 - onwards |
| ATO | Individual tax return | 2015 - onwards |
| ATO | Company tax return | 2014 - onwards |
| ATO | Trust tax return | 2014 - onwards |
| ATO | Partnership tax return | 2015 - onwards |
| ATO | SMSF annual return | 2014 - onwards |
| ATO | Fringe benefits tax return | 2011 - onwards |
| ATO | Non-lodgment advice | 2001 - onwards |
| ATO | Taxable payments annual report | 2013 - onwards |
| ATO | PAYG Payment Summary | 2018 - onwards |
| ATO | Closely Held Trusts Annual Withholding Report | 2018 - onwards |
| ATO | Closely Held Trusts TFN Report | 2018 - onwards |
| ATO | Interposed entity election or revocation | 2021 - onwards |
| ATO | Family Trust Election, Revocation or Variation | 2021 - onwards |
| ATO | Tax File Number Declaration | Unsupported since 26 April 2024 |
BAS agent forms
| Agency | Form Type | Years available |
|---|
| ATO | Activity statement | 2001 - onwards |
| ATO | Taxable payments annual report | 2013 - onwards |
| ATO | PAYG Payment Summary | 2018 - onwards |
| ATO | Tax File Number Declaration | Unsupported since 26 April 2024 |
Business forms
| Agency | Form Type | Years available |
|---|
| ATO | Activity statement | 2001 - onwards |
| ATO | Company tax return | 2014 - onwards |
| ATO | Trust tax return | 2014 - onwards |
| ATO | Partnership tax return | 2015 - onwards |
| ATO | SMSF annual return | 2014 - onwards |
| ATO | Fringe benefits tax return | 2011 - onwards |
| ATO | Non-lodgment advice | 2001 - onwards |
| ATO | Taxable payments annual report | 2013 - onwards |
| ATO | PAYG Payment Summary | 2018 - onwards |
| ATO | Interposed entity election or revocation | 2021 - onwards |
| ATO | Family Trust Election, Revocation or Variation | 2021 - onwards |
| ATO | Tax File Number Declaration | Unsupported since 26 April 2024 |
Individual income tax return (ITR) schedules and worksheets
ITR schedules
Schedule | Years available |
|---|
| Capital gains tax schedule | 2015 - onwards |
| Income details schedule | 2020 - onwards |
| Deductions schedule | 2018 - onwards |
| Multi-property rental schedule | 2020 - onwards |
| Non-resident foreign income schedule | 2017 - onwards |
| Work related expenses schedule | 2015 - 2019 |
| Rental schedule | 2015 - 2019 |
| PAYG payment summary schedule | 2015 - 2019 |
| Dividends and interest deductions schedule | 2015 - 2018 |
ITR worksheets
Worksheet | Years available |
|---|
| Payment summary worksheet | 2015 - onwards |
| Employment termination payment worksheet | 2015 - onwards |
| Government benefit payment worksheet | 2015 - onwards |
| Superannuation income stream worksheet | 2015 - onwards |
| Australian superannuation lump sum worksheet | 2015 - onwards |
| Attributed personal services income worksheet | 2015 - onwards |
| Interest worksheet | 2020 - onwards |
| Dividends worksheet | 2020 - onwards |
| Employee share schemes worksheet | 2020 - onwards |
| Managed fund worksheet | 2020 - onwards |
| Income from partnership worksheet | 2015 - onwards |
| Income from trust worksheet | 2015 - onwards |
| Capital gains/losses worksheet | 2015 - onwards |
| Foreign employment income non-payment worksheet | 2020 - onwards |
| Foreign pensions or annuities worksheet | 2020 - onwards |
| Foreign rental worksheet | 2020 - onwards |
| Other foreign income worksheet | 2020 - onwards |
| Rental worksheet | 2015 - onwards |
| Borrowing costs worksheet | 2015 - onwards |
| Hire purchase worksheet | 2015 - onwards |
| WRE car worksheet | 2015 - onwards |
| WRE travel worksheet | 2015 - 2019 |
| WRE uniform worksheet | 2015 - 2019 |
| WRE self-education worksheet | 2015 - onwards |
| Other WRE worksheet | 2015 - 2019 |
| Asset depreciation worksheet | 2020 - onwards |
| Low value pool worksheet | 2020 - onwards |
| Dividends and interest deductions worksheet | 2015 - 2018 |
| Zone tax offset worksheet | 2015 - onwards |
| Business worksheet | 2020 - onwards |
| Livestock and produce trading worksheet | 2020 - onwards |
| Deduction for certain assets worksheet | 2020 - onwards |
| Deduction for general small business pool worksheet | 2020 - onwards |
| Business loss activity details worksheet | 2020 - onwards |
| Division 293 worksheet | 2020 - onwards |
Company tax return (CTR) schedules and worksheets
CTR schedules
Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Interposed entity election or revocation schedule | 2014 - onwards |
| PAYG payment summary schedule | 2014 - onwards |
| International dealings schedule | 2018 - onwards |
| Losses schedule | 2014 - onwards |
| Capital gains tax schedule | 2014 - onwards |
| Consolidated group losses schedule | 2014 - onwards |
| Dividend and interest schedule | 2014 - onwards |
| Research and development tax incentive schedule | 2014 - onwards |
| Reportable tax position schedule | 2019 - onwards |
| Loss carry back change in choice schedule | 2021 - 2023 |
CTR worksheets
| Worksheet | Years available |
|---|
| Loss carry back change in choice worksheet | 2021 - 2023 |
| Borrowing costs worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
| PAYG payment summary worksheet | 2017 - onwards |
| Low value pool worksheet | 2022 - onwards |
| Asset depreciation worksheet | 2022 - onwards |
| Deduction for certain assets worksheet | 2022 - onwards |
| Deduction for general small business pool worksheet | 2022 - onwards |
| Capital gains/losses worksheet | 2017 - onwards |
| Losses worksheet | 2017 - onwards |
| Consolidated group losses worksheet | 2017 - onwards |
| Dividend and interest worksheet | 2017 - onwards |
| International dealings worksheet | 2018 - onwards |
| Research and development worksheet | 2017 - onwards |
| Reportable tax position worksheet | 2019 - onwards |
Trust tax return (TRT) schedules and worksheets
TRT schedules
| Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Interposed entity election or revocation schedule | 2014 - onwards |
| Family trust election, revocation or variation schedule | 2014 - onwards |
| PAYG payment summary schedule | 2014 - onwards |
| International dealings schedule | 2018 - onwards |
| Rental schedule | 2014 - onwards |
| Losses schedule | 2014 - onwards |
| Capital gains tax schedule | 2014 - onwards |
TRT worksheets
| Worksheet | Years available |
|---|
| Rental worksheet | 2017 - onwards |
| Borrowing costs worksheet | 2017 - onwards |
| Hire purchase worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
| Family trust election, revocation or variation worksheet | 2017 - onwards |
| PAYG payment summary worksheet | 2017 - onwards |
| Low value pool worksheet | 2024 - onwards |
| Asset depreciation worksheet | 2024 - onwards |
| Livestock and produce trading worksheet | 2020 - onwards |
| Motor vehicle expenses worksheet | 2017 - onwards |
| Deduction for certain assets worksheet | 2024 - onwards |
| Deduction for general small business pool worksheet | 2024 - onwards |
| Beneficiary worksheet | 2017 - onwards |
| International dealings worksheet | 2018 - onwards |
| PAYG worksheet | 2017 - onwards |
| Capital gains/losses worksheet | 2017 - onwards |
| Losses worksheet | 2017 - onwards |
Partnership tax return (PTR) schedules and worksheets
PTR schedules
| Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Interposed entity election or revocation schedule | 2015 - onwards |
| PAYG payment summary schedule | 2015 - onwards |
| International dealings schedule | 2018 - onwards |
| Rental schedule | 2015 - onwards |
PTR worksheets
| Worksheet | Years available |
|---|
| Rental worksheet | 2017 - onwards |
| Borrowing costs worksheet | 2017 - onwards |
| Hire purchase worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
| PAYG payment summary worksheet | 2017 - onwards |
| Low value pool worksheet | 2024 - onwards |
| Asset depreciation worksheet | 2024 - onwards |
| Livestock and produce trading worksheet | 2020 - onwards |
| Motor vehicle expenses worksheet | 2017 - onwards |
| Deduction for certain assets worksheet | 2024 - onwards |
| Deduction for general small business pool worksheet | 2024 - onwards |
| Partner worksheet | 2017 - onwards |
| International dealings worksheet | 2018 - onwards |
SMSF annual return (SMSFAR) schedules and worksheets
SMSFAR schedules
| Schedule | Years available |
|---|
| Distributions to beneficiaries of trust schedule | 2023 - onwards |
| Capital gains tax schedule | 2014 - onwards |
| Family trust election, revocation or variation schedule | 2014 - onwards |
| Interposed entity election or revocation schedule | 2014 - onwards |
| Losses schedule | 2014 - onwards |
| PAYG payment summary schedule | 2014 - onwards |
SMSFAR worksheets
Worksheet | Years available |
|---|
| PAYG payment summary worksheet | 2017 - onwards |
| Capital gains/losses worksheet | 2017 - onwards |
| Income from partnership worksheet | 2017 - onwards |
| Income from trust worksheet | 2017 - onwards |
| Asset depreciation worksheet | 2024 - onwards |
| Low value pool worksheet | 2024 - onwards |
| Losses worksheet | 2017 - onwards |
| Member worksheet | 2017 - onwards |
| Family trust election, revocation or variation worksheet | 2017 - onwards |
| Interposed entity election or revocation worksheet | 2017 - onwards |
