Find out how to complete a trust, or partnership tax returns.
Enter data into the tax return
Use the navigation options on the left of the Tax return page to jump straight to the section you want to view or update.
If a label is greyed out, it means that you need to use a schedule or a worksheet to enter data into that label. To make it easier, select the Related schedule/worksheet or the name of the worksheet link located next to the tax return item. This will open the schedule or worksheet you need to complete the label.
Here is a list of ATO schedules (lodgable to the ATO) and MYOB worksheets available.
Partnership return
ATO schedules | MYOB worksheet |
|---|---|
- Dividends - Foreign income - Interest - Interposed entity election or revocation - International Dealings Schedule - Losses schedule - Non-individual payment summary - Trust income | - Borrowing expenses - Business - Primary Production - Business - Non Primary Production - Business - Reconciliation Statement - Foreign income - Motor vehicle expenses - Small business income - Taxation of financial arrangements |
Trust return
ATO schedules | MYOB worksheet |
|---|---|
- Capital gains tax - Dividends - Family trust election, revocation or variation - Foreign income - Interest - Interposed entity election or revocation - International Dealings Schedule - Losses schedule - Non-individual payment summary - Trust income | - Borrowing expenses - Business - Primary Production - Business - Non Primary Production - Business - Reconciliation Statement - Foreign income - Motor vehicle expenses - Small business income - Tax depreciation worksheet - Taxation of financial arrangements |
Complete the tax return
Once you've entered the data in the tax return, follow the workflow to review, complete and lodge the tax return.