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Consolidated list of approved forms by taxtopic
https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/Last modified: 31 Jan 2022QC 27234
Consolidated list of approved forms by taxtopic
Lists of all our approved forms (including title, approved form legislative referenceand NAT number) by tax topic.
Tax topics A to DAustralian business number (ABN)Business activity statements (BAS)Capital gains tax (CGT)ConsolidationsCountry-by-Country reportingCustoms (under delegation)
Tax topics E to HEmployee share schemesExciseFringe benefits tax (FBT)Foreign resident capital gains withholdingFuel tax creditsGoods and services tax (GST)
Tax topics I to MImportationsIncome taxInstalment activity statement
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JobKeeperJobMakerLuxury car tax
Tax topics N to PNon-commercial business lossesNot-for-profitObjectionsPay as you go withholding (PAYGW)Pay as you go instalments (PAYGI)Petroleum resource rent taxProduct stewardship for oil program
Tax topics R to ZRulingsStapled structuresSuperannuationTax file number (TFN)Third party reportingTFN withholding for closely held trustsWine equalisation tax (WET)
Miscellaneous tax topicsMiscellaneous
You may also wish to see a list of all ATO forms or our booklets and publications.You can order many of our publications online.
Australian business number (ABN)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=2Last modified: 31 Jan 2022QC 27234
List of approved forms – ABN
Title Approved form legislative reference NATnumber
ABN registration forcompanies,partnerships, trusts
Subsection 9(2) of the A New Tax System(Australian Business Number) Act 1999.For accounts other than ABN the following
2939
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and otherorganisations (seenote 1)
references apply:Section 25-1, section 25-5 andsubsection 27-10(1) of the A New TaxSystem (Goods and Services Tax) Act 1999.Subsection 202B(2) of the Income TaxAssessment Act 1936.Subsection 16-140(2) and paragraph 426-15(2)(a) in Schedule 1 of the TaxationAdministration Act 1953.
ABN registration forindividuals (soletraders) (see note 1)
Subsection 9(2) of the A New Tax System(Australian Business Number) Act 1999.For accounts other than ABN the followingreferences apply:Section 25-1, section 25-5 andsubsection 27-10(1) of the A New TaxSystem (Goods and Services Tax) Act 1999.Subsection 202B(2) of the Income TaxAssessment Act 1936.Section 16-140 in Schedule 1 to the TaxationAdministration Act 1953.
2938
Application for ABNregistration forsuperannuationentities (see note 1)
Subsection 9(2) of the A New Tax System(Australian Business Number) Act 1999.For accounts other than ABN the followingreferences apply:Section 25-1, section 25-5 andsubsection 27-10(1) of the A New TaxSystem (Goods and Services Tax) Act 1999,and paragraph 19(4)(a) of theSuperannuation Industry (Supervision) Act1993.Subsection 202B(2) of the Income TaxAssessment Act 1936.
2944
Application for ABNregistration forgovernmentorganisations
Subsection 9(2) of the A New Tax System(Australian Business Number) Act 1999.For accounts other than ABN the followingreferences apply:Section 25-1, section 25-5 andsubsection 27-10(1) of the A New TaxSystem (Goods and Services Tax) Act 1999.Subsection 202B(2) of the Income TaxAssessment Act 1936.Section 16-140 in Schedule 1 to the TaxationAdministration Act 1953.
2946
Application to cancelregistration
Section 18 of the A New Tax System(Australian Business Number) Act 1999.Sections 25-50, 25-55, 25-57, 54-70 and 54-
2955
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75 of the A New Tax System (Goods andServices Tax) Act 1999
Change ofregistration details
Paragraph 14(2)(b) of A New Tax System(Australian Business Number) Act 1999.Paragraph 355-25(2)(g) in Schedule 1 to theTaxation Administration Act 1953.Subsection 8AAZLH(2) to the TaxationAdministration Act 1953.
2943
Note 1: NAT 2938, NAT 2939 and NAT 2944 are not available on ato.gov.au orPODS.
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Business activity statements (BAS)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=3Last modified: 31 Jan 2022QC 27234
List of approved forms – BAS
Title Approved form legislative reference NATnumber
BAS A –Quarterlybusinessactivitystatement
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers with a quarterlygoods and services tax (GST), pay as you go (PAYG)tax withheld and PAYG income tax instalmentobligations. Typical users include sole traders andcompanies.
4189
BAS C –Quarterlybusinessactivitystatement
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers with a quarterlyGST, PAYG tax withheld and PAYG income taxinstalment obligations and any one or combination offringe benefit tax instalments, wine equalisation tax orluxury car tax.
4195
BAS D – Section 388-50 of Schedule 1 to the Taxation 4191
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Quarterlybusinessactivitystatement
Administration Act 1953.This sample document is for taxpayers with a quarterlyGST only. Typical users include partnerships andcharities.
BAS F –Quarterlybusinessactivitystatement
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers with a quarterlyGST and PAYG tax withheld obligations. Typical usersinclude partnerships and charities.
4190
BAS G –MonthlyBAS
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers with monthlyGST and any other obligations.
4235
BAS P –AnnualGSTreturn
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers who pay theirGST by instalments and lodge an annual GST return orare eligible to report and pay their GST annually.
4646
BAS Q –AnnualGSTreport
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers who have paidand reported GST quarterly using GST Option 2.
4647
BAS R –QuarterlyPAYGinstalmentnotice
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample PAYG instalment notice is for taxpayerswho have elected to pay an instalment amount(Option 1) and only have a reporting obligation ifvarying.
4753
BAS S –QuarterlyGSTinstalmentnotice
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample GST instalment notice is for taxpayers whohave elected to pay GST instalments quarterly(Option 3) and only have a reporting obligation ifvarying.
8056
BAS T –QuarterlyGST andPAYGinstalmentnotice
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample quarterly GST and PAYG instalment noticeis for taxpayers who pay GST and PAYG instalmentsquarterly and only have a reporting obligation if varyingone or both of these amounts.
8057
BAS U –Quarterly
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.
14167
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businessactivitystatement
This sample document is for taxpayers claiming a fueltax credit with a quarterly GST, PAYG tax withheld andPAYG income tax instalment obligations. Typical usersinclude sole traders and companies.
BAS V –Quarterlybusinessactivitystatement
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers claiming a fueltax credit with a quarterly GST, PAYG tax withheld andPAYG income tax instalment obligation and any one orcombination of a fringe benefit tax instalment, wineequalisation tax or luxury car tax.
14168
BAS W –Quarterlybusinessactivitystatement
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers claiming a fueltax credit with a quarterly GST obligation only. Typicalusers include partnerships and charities.
14169
BAS X –Quarterlybusinessactivitystatement
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers claiming a fueltax credit with a quarterly GST and PAYG tax withheldobligations. Typical users include partnerships andcharities.
14170
BAS Y –Monthlybusinessactivitystatement
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers claiming a fueltax credit with monthly GST and any other obligations.
14171
BAS Z –AnnualGSTreturn
Section 388-50 of Schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers claiming fuel taxcredits with an annual GST obligation as well astaxpayers with wine equalisation tax or luxury car taxobligations. Taxpayers who pay their GST byinstalments do not use this form as they use BAS P.
14172
RBAS –Revisedbusinessactivitystatement
Sections 155-40, 155-45 and 388-50 of Schedule 1 tothe Taxation Administration Act 1953.This sample document is for taxpayers who need torevise an activity statement or apply for an amendment.
3233
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Capital gains tax (CGT)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=4Last modified: 31 Jan 2022QC 27234
List of approved forms – CGT
Title Approved form legislative reference NATnumber
Affordable HousingCertificate
Paragraph 980-15(b) of the Income TaxAssessment Act 1997.
75348
Community HousingProvider – AnnualReport
Item 9A of the table in Section 396-55 ofSchedule 1 to the Taxation AdministrationAct 1953
NoNATNumber
Consolidationshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=5Last modified: 31 Jan 2022QC 27234
List of approved forms – Consolidations
Title Approved form legislative reference NATnumber
Consolidations –Taxsharing agreements(TSA) (see note 2)
Joint and several liabilities of the subsidiariesof the head company of a consolidated groupare tax-related liabilities but may be reducedif a valid TSA exists and is produced whenrequired. Division 721 Income TaxAssessment Act 1997.
NoNATnumber
Notification offormation of anincome taxconsolidated group
Section 703-58 of the Income TaxAssessment Act 1997.
6781
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Notification ofmembers joiningand/or leaving anincome taxconsolidated group
Subsection 703-60(1) of the Income TaxAssessment Act 1997.
6782
Notification oferror(s) in thecalculation of taxcost setting amounts– Income taxconsolidated group
Subsection 705-315(6) of the Income TaxAssessment Act 1997.Paragraph 355-25(2)(g) in Schedule 1 to theTaxation Administration Act 1953.
71251
Notification of headcompany no longereligible: income taxconsolidated groupceases to exist
Section 703-60 of the Income TaxAssessment Act 1997.
6783
Notification of a neweligible tier-1company of amultiple entryconsolidated (MEC)group
Section 719-77 of the Income TaxAssessment Act 1997.
73442
Notification ofcontinuation of amultiple entryconsolidated (MEC)group with a newprovisional headcompany
Section 719-79 of the Income TaxAssessment Act 1997.
7052
Notification ofconversion to amultiple entryconsolidated (MEC)group (specialconversion event)
Section 719-78 of the Income TaxAssessment Act 1997.
7026
Notification ofconversion of amultiple entryconsolidated (MEC)group to aconsolidated group
Subsection 703-60(1) of the Income TaxAssessment Act 1997.
74963
Notification oferror(s) in the
Subsection 705-315(6) of the Income TaxAssessment Act 1997.
71252
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calculation of taxcost setting amounts– MEC group
Paragraph 355-25(2)(g) in Schedule 1 to theTaxation Administration Act 1953.
Notification offormation of amultiple entryconsolidated (MEC)group
Section 719-76 of the Income TaxAssessment Act 1997.
7024
Notification ofmembers joiningand/or leaving amultiple entryconsolidated (MEC)group
Subsection 719-80(1) of the Income TaxAssessment Act 1997.
7025
Notification ofprovisional headcompany no longereligible (MEC group)
Section 719-80 of the Income TaxAssessment Act 1997.
7053
DesignatedInfrastructure Project(DIP) entitynotification
Paragraph 415-15(2)(b) of the Income TaxAssessment Act 1997.
74666
Note 2: Not available on ato.gov.au or PODS
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Country-by-Country reportinghttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=6Last modified: 31 Jan 2022QC 27234
List of approved forms – Country-by-Country reporting
Title Approved form legislative reference NATnumber
Country-by-Country
Subsection 815-355(1) in relation to paragraph 815-355(3)(c) of the Income Tax Assessment Act 1997.
NoNAT
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report number
Master file Subsection 815-355(1) in relation to paragraph 815-355(3)(a) of the Income Tax Assessment Act 1997.
NoNATnumber
Local file Subsection 815-355(1) in relation to paragraph 815-355(3)(b) of the Income Tax Assessment Act 1997.
NoNATnumber
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Customs (under delegation)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=7Last modified: 31 Jan 2022QC 27234
List of approved forms – Customs
Title Approved form legislativereference
NATnumber
Application for remission ofcustoms duty
Section 163 of Customs Act 1901and regulation 107 of the CustomsRegulation 2015.
73478
Customs warehouse licence –application to relocate orchange your warehouse
Section 4A and paragraph 81B(2)(b) of the Customs Act 1901.
74156
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Employee share schemeshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=8Last modified: 31 Jan 2022QC 27234
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List of approved forms – Employee share schemes
Title Approved form legislative reference NATnumber
Employeesharescheme(ESS)annualreport
Under section 388-50 in Schedule 1 to the TaxationAdministration Act 1953, the following forms areapproved for the lodgment of the Employee shareschemes annual report under section 392-5 inSchedule 1 to the Taxation Administration Act 1953.(1) If the form is given using ATO stationery:Employee share scheme (ESS) annual reportNAT 73514(2) If the form is given other than using ATOstationery it conforms to:Electronic reporting specification – Employee sharescheme (ESS) annual report version 3.0.1 which ispublished at softwaredevelopers.ato.gov.au.The Employee share scheme (ESS) bulk load Excelspreadsheet, for 2015 prior years only. Furtherinformation is published at How to lodge your ESSannual report electronically.
73514
Employeeshareschemestatement –originalstatement
Under section 388-50 in Schedule 1 to the TaxationAdministration Act 1953, the following forms areapproved as employee statements as required undersection 392-5 in Schedule 1 to the TaxationAdministration Act 1953.(1) If the form is given using ATO stationery:(a) For income years 2019-20 and onwardsEmployee share scheme statement NAT 75282(b) For income years from 2009-10 to 2018-19Employee share scheme statement NAT 73433(2) If the form is given other than using ATOstationery it satisfies:Electronic reporting specification – Self-printingemployee share scheme statement – employeesummaries version 1.0.1 which is published atsoftwaredevelopers.ato.gov.au.
75282or73433
Employeeshareschemeemployeestatement –amendedstatement
Under section 388-50 in Schedule 1 to the TaxationAdministration Act 1953, the following forms areapproved as employee statements as required undersection 392-5 in Schedule 1 to the TaxationAdministration Act 1953.(1) If the form is given using ATO stationery:(a) For the 2019-20 income year onwardsEmployee share scheme statement – amendedNAT 75283
75283or73434
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(b) For income years 2009-10 to 2018-19Employee share scheme statement – amendedNAT 73434(2) If the form is given other than using ATOstationery it satisfies:Electronic reporting specification – Self-printingemployee share scheme statement – employeesummaries (version 1.0.1) which is published atsoftwaredevelopers.ato.gov.au
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Excisehttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=9Last modified: 31 Jan 2022QC 27234
List of approved forms – Excise
Title Approved form legislativereference
NATnumber
Application for a continuing movementpermission (non-export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
73710
Application for a licence to brew onpremises
Section 39 of Division 1 ofPart IV of the Excise Act1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
5904
Application for a licence to deal intobacco (see note 4)
Section 39 of Division 1 ofPart IV of the Excise Act1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
7113
Application for a licence tomanufacture excisable products –alcohol
Section 39 of Division 1 ofPart IV of the Excise Act1901.
5906
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Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
Application for a licence tomanufacture excisable products – fueland petroleum products
Section 39 of Division 1 ofPart IV of the Excise Act1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
5903
Application for a licence tomanufacture tobacco
Section 39 of Division 1 ofPart IV of the Excise Act1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
5902
Application for a licence to producetobacco (see note 4)
Section 39 of Division 1 ofPart IV of the Excise Act1901.
5901
Application for a licence to storeexcisable products – alcohol
Section 39 of Division 1 ofPart IV of the Excise Act1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
7176
Application for a licence to storeexcisable goods with permission tosell duty free
Section 39 of Division 1 ofPart IV of the Excise Act1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
7231
Application for a licence to storeexcisable products – fuel andpetroleum products
Section 39 of Division 1 ofPart IV of the Excise Act1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
7178
Application for a periodic settlementpermission
Sub-section 61C(1B) of theExcise Act 1901.Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
73712
Application for permission – still Paragraph 355-25(2)(g) of 71905
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schedule 1 of the TaxationAdministration Act 1953.
Application for a periodic settlementpermission by telephone for NonTransport LPG and LNG (see note 3)
Sub-section 61C(1B) of theExcise Act 1901.
NoNATnumber
Application for renewal of a licence toproduce tobacco seed, plant or leaf(see note 4)
Section 39F of Division 1 ofPart IV of the Excise Act1901.
15761
Application/renewal for a permit toreceive concessional spirits
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
3248
Application for a single movementpermission (non-export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
73711
Application to move excisable goods –continuing movement permission(export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
12043
Application to move excisable goods –single movement permission (export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
12042
Application to move tobacco seed,plant and/or leaf – continuingmovement permission (export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
12080
Application to move tobacco seed,plant and/or leaf – continuingmovement permission (non-export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
8517
Application to move tobacco seed,plant and/or leaf – single movementpermission (export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
12079
Application to move tobacco seed,plant and/or leaf – single movementpermission (non-export)
Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
12555
Application for luxury car tax refund -for primary producers and tourismoperators
Subsection 18-15(2) of theA New Tax System (LuxuryCar Tax) Act 1999
72601
Application for luxury car tax credit -entities not registered for GST
Subsection 17-10(2) of theA New Tax System (LuxuryCar Tax) Act 1999
73043
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Claim for return of goods seized (seenote 4)
Section 107FD of theExcise Act 1901.
NoNATnumber
Declaration of criminal historyparticulars
Section 39 of Division 1 ofPart IV of the Excise Act1901.
74815
Excise drawback and instructions Regulation 16 of Division 3of Part 3 of the ExciseRegulation 2015
4287
Excise refund and instructions Regulation 10 of Division 3of Part 2 of the ExciseRegulation 2015
4288
Excise remission and instructions Regulation 10 of Division 3of Part 2 of the ExciseRegulation 2015
4289
Excise return and instructions Subsection 58(1A) andSubsection 61C(3) ofPart VI of the Excise Act1901.
4285
Excise amendment Section 58 of Part VI of theExcise Act 1901.
4286
Registration for excise payments Paragraph 355-25(2)(g) ofschedule 1 of the TaxationAdministration Act 1953.
16623
Note 3: This is a virtual form for outbound telephony only.
Note 4: These forms are not available on ato.gov.au or PODS.
To request a copy of NAT 5901 or NAT 7113, phone us on 1300 137 290.
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Fringe benefits tax (FBT)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=10Last modified: 31 Jan 2022
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QC 27234
List of approved forms – FBT
Title Approved formlegislative reference
NATnumber
Application to register for fringe benefits tax Section 355-25(2)(g)in Schedule 1 to theTaxationAdministration Act1953.Subsection 8AAZLH(2)to the TaxationAdministration Act1953.
1055
Declaration of car travel to work-relatedmedical examination, medical screening,preventative health care, counselling ormigrant language training – section 61F
Section 61F of theFringe Benefits TaxAssessment Act 1986.
75078
Employee's car business use declaration Sections 19, 24, 44and 52 of the FringeBenefits TaxAssessment Act 1986.
NoNATnumber
Employment interview or selection testdeclaration – transport in employee's car
Section 61E of theFringe Benefits TaxAssessment Act 1986.
75080
Expense payment fringe benefit declaration Under section 24 ofthe Fringe BenefitsTax Assessment Act1986.
74958
Fringe benefits tax (FBT) return Section 70 of theFringe Benefits TaxAssessment Act 1986.
1067
Fringe benefits tax: Nominate or revoke aneligible state or territory body
Under sections 135Sand 135V of the FringeBenefits TaxAssessment Act 1986.
72133
Fuel expenses declaration Sections 9 and 10 ofthe Fringe BenefitsTax Assessment Act1986.
75081
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Living away from home declaration -employees who fly-in fly-out or drive-indrive-out
Under sections 31F,21, 47 and 63 of theFringe Benefits TaxAssessment Act 1986.
74714
Living away from home declarations Under section 31G ofthe Fringe BenefitsTax Assessment Act1986.
74715
Living away from home declarations -employees who maintain an Australianhome
Sections 31F, 21, 47and 63 of the FringeBenefits TaxAssessment Act 1986.
74716
Loan fringe benefit declaration Section 19 of theFringe Benefits TaxAssessment Act 1986.
75082
No private use declaration – expensepayment benefits
Section 20A of theFringe Benefits TaxAssessment Act 1986.
75083
No-private-use declaration – residualbenefits
Section 47A of theFringe Benefits TaxAssessment Act 1986.
75084
Overseas employment holiday transportdeclaration
Section 61A of theFringe Benefits TaxAssessment Act 1986.
75085
Property fringe benefit declaration Section 44 of theFringe Benefits TaxAssessment Act 1986.
75086
Recurring expense payment fringe benefitdeclaration
Sections 24 and 152Aof the Fringe BenefitsTax Assessment Act1986.
74959
Recurring property fringe benefitdeclaration
Sections 44 and 152Aof the Fringe BenefitsTax Assessment Act1986.
75087
Recurring residual fringe benefit declaration Section 152A of theFringe Benefits TaxAssessment Act 1986.
75088
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Relocation transport declaration Section 61B of theFringe Benefits TaxAssessment Act 1986.
75089
Remote area holiday transport declaration Sections 60A and 61of the Fringe BenefitsTax Assessment Act1986.
75090
Residual benefit declaration Section 52 of theFringe Benefits TaxAssessment Act 1986.
75091
Residual fringe benefit declaration –vehicles other than a car
Section 52 of theFringe Benefits TaxAssessment Act 1986.
75092
Temporary accommodation relating torelocation declaration
Section 61C of theFringe Benefits TaxAssessment Act 1986.
75093
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Foreign resident capital gains withholdinghttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=11Last modified: 31 Jan 2022QC 27234
List of approved forms – Foreign resident capital gains withholding
Title Approved form legislativereference
NATnumber
Foreign resident capital gainswithholding clearance certificateapplication
Subsection 14-220(2) inschedule 1 to the TaxationAdministration Act 1953.
74883
Foreign resident capital gainswithholding purchase paymentnotification
Section 16-150 in schedule 1 tothe Taxation Administration Act1953.
74884
Foreign resident capital gains Subsection 14-235(3) in 74885
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withholding rate variationapplication
schedule 1 to the TaxationAdministration Act 1953.
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Fuel tax creditshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=12Last modified: 31 Jan 2022QC 27234
List of approved forms – Fuel tax credits
Title Approved form legislative reference NATnumber
Add a newbusinessaccount
Section 25-1, section 25-5, subsection 27-10(1),section 29-45 and section 151-10 of the A NewTax System (Goods and Services Tax) Act 1999.Subsection 16-140(2) of schedule 1 to theTaxation Administration Act 1953.Subsection 8AAZLH(2) of the TaxationAdministration Act 1953.
2954
Fuel tax creditregistration –non-businessclaimants
Paragraph 355-25(2)(g) of schedule 1 of theTaxation Administration Act 1953.
15019
Fuel tax creditclaim form –non-businessclaimants
Under subsection 61-15(3) of the Fuel Tax Act2006.
75388
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Goods and services tax (GST)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-
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topic/?page=13Last modified: 31 Jan 2022QC 27234
List of approved forms – GST
Title Approved form legislative reference NATnumber
Add a new businessaccount
Section 25-1, section 25-5, subsection 27-10(1), section 29-45 and section 151-10 ofthe A New Tax System (Goods andServices Tax) Act 1999.Subsection 16-140(2) of schedule 1 to theTaxation Administration Act 1953.Subsection 8AAZLH(2) of the TaxationAdministration Act 1953.
2954
Application to cancel aGST or PAYGwithholding branch
Sections 54-70 and 54-75 of the A NewTax System (Goods and Services Tax)Act 1999.
15299
Application to cancelregistration
Section 18 of the A New Tax System(Australian Business Number) Act 1999.Sections 25-50, 25-55, 25-57, 54-70 and54-75 of the A New Tax System (Goodsand Services Tax) Act 1999
2955
Application to register aGST or PAYGwithholding branch
Section 54-5 of the A New Tax System(Goods and Services Tax) Act 1999.Section 16-142 in schedule 1 to theTaxation Administration Act 1953.Paragraph 355-25(2)(g) in schedule 1 tothe Taxation Administration Act 1953.
14834
Consolidation of GSTreturns – notification byGST joint ventureoperator
Subsections 51-52(1) and (3) of the ANew Tax System (Goods and ServicesTax) Act 1999.
3392
Election to use asimplified GSTaccounting method
Paragraphs 123-10(1)(a) and 123-10(1)(aa) of the A New Tax System (Goodsand Services Tax) Act 1999.
4370
Notice to revoke anelection to use asimplified GSTaccounting method
Paragraph 123-10(1)(b) of the A New TaxSystem (Goods and Services Tax) Act1999.
4371
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GST group –notification of forming,changing or cancelling
Section 48-5 of the A New Tax System(Goods and Services Tax) Act 1999.Section 48-70 of the A New Tax System(Goods and Services Tax) Act 1999.Section 48-73 of the A New Tax System(Goods and Services Tax) Act 1999.
2952
GST joint venture –notification of forming,changing or cancelling(see note 5)
Sections 51-5, 51-7, 51-52, 51-70 of the ANew Tax System (Goods and ServicesTax) Act 1999Subsection 355-25(2) of Schedule 1 to theTaxation Administration Act 1953.Subsection 8AAZLH(2) of the TaxationAdministration Act 1953.
2953
GST on propertysettlement - GSTpayments at settlement
Section 16-150 of Schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
GST on propertysettlement - requestrefund of amountwithheld in error
Section 18-85 of Schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
Application to form,cancel or changedetails for a GSTreligious group (seenote 5)
Sections 49-5, 49-70 and 49-75 of the ANew Tax System (Goods and Services)Act 1999.
3412
Indirect tax sharingagreement of GSTgroups and GST jointventures
Section 444-80 of the TaxationAdministration Act 1953.
NoNATnumber
Refund of excess GST(see note 5)
Section 142-15 of the A New Tax System(Goods and Services Tax) Act 1999.
NoNATnumber
Notification requirementof a supply made by anon-resident through aresident agent
Subsection 57-7(2) of A New Tax System(Goods and Services Tax) Act 1999.
NoNATnumber
Notifying amounts ofGST to recipients ofoffshore supplies of lowvalue goods
Section 84-89 of A New Tax System(Goods and Services Tax) Act 1999.
NoNATnumber
Notifying the Section 42-15 of A New Tax System No
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Comptroller-General ofCustoms that a supplywas a taxable supply
(Goods and Services Tax) Act 1999. NATnumber
Note 5: Form not available on PODS
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Importationshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=14Last modified: 31 Jan 2022QC 27234
List of approved forms – Importations
Title Approved form legislative reference NATnumber
Amendmentof an importdeclarationor self-assesseddeclaration
Application for amendment of an assessment ofindirect tax on importations (paragraph 155-5(2)(c)of schedule 1 to the Taxation Administration Act1953 (TAA)) for the purposes of paragraph 155-40(1)(a) and section 155-45 of schedule 1 to theTAA for importations on or after 1 July 2012
No NATnumberContactDepartmentofImmigrationand BorderProtection
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Income taxhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=15Last modified: 31 Jan 2022QC 27234
List of approved forms – Income tax
22 of 61
Title Approved form legislative reference NATnumber
Attributionmanagedinvestmenttrust (AMIT) taxreturn 2022
Section 161A or other provisions of the IncomeTax Assessment Act 1936,the provisions of the Income Tax Assessment Act1997,the Income Tax (Transitional Provisions) Act1997,the Taxation Administration Act 1953,the Superannuation Industry (Supervision) Act1993.
No NATnumber
Carbon sinkforests
Subdivision 40-J of the Income Tax AssessmentAct 1997.
72196
Company taxreturn 2022
Section 161A or other provisions of the IncomeTax Assessment Act 1936,the provisions of the Income Tax Assessment Act1997,the Income Tax (Transitional Provisions) Act1997,the Taxation Administration Act 1953,the Superannuation Industry (Supervision) Act1993.
0656
Deferring yourcompulsoryrepayment oroverseas levy
Under section 161 or other provisions of theIncome Tax Assessment Act 1936.
2471
Election torelinquish yourentitlement tothe NRAS taxoffset
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 that is required to be given to theCommissioner by approved participants to makean election to transfer an entitlement to theNational Rental Affordability Scheme tax offsetunder Division 380 of the Income TaxAssessment Act 1997.
No NATnumber
Employeeshare schemes– request toallow a laterelection
Approved form under section 139E(2A) of theIncome Tax Assessment Act 1936.
73223
Explorationdevelopmentincentive –Excess
Approved form under Section 418-160 of theIncome Tax Assessment Act 1997.
JS36219
23 of 61
explorationcredit taxreturn
Family trustelection,revocation orvariation 2022
Section 161A or other provisions of the IncomeTax Assessment Act 1936,the provisions of the Income Tax Assessment Act1997,the Income Tax (Transitional Provisions) Act1997,the Taxation Administration Act 1953,the Superannuation Industry (Supervision) Act1993.
2787
Frankingaccount taxreturn andinstructions2022
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
1382
Fund incometax return
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
71287
Individual taxreturn 2022(for tax agents)
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
1371
Interposedentity electionor revocation2022
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection with
2788
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returns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936. Section 272-85 in schedule 2F to theIncome Tax Assessment Act 1936.
Junior MineralsExplorationIncentive(JMEI)Participationform
Section 418-100 of the Income Tax AssessmentAct 1997.
74949
Notification ofthe issue orexpiry ofexplorationcredits form
Section 418-130 of the Income Tax AssessmentAct 1997.
74948
JMEInotification ofno explorationinvestment
Section 418-135 of the Income Tax AssessmentAct 1997.
75426
Loss carryback – Changein choice
Section 160-16(1) of the Income Tax AssessmentAct 1997.
No NATnumber
Overseasships – voyagereturn
Form approved under section 388-50 ofschedule 1 of the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936. Sections 130 and 131 of the IncomeTax Assessment Act 1936.
064
Partnership taxreturn 2022
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
0659
Personalservices
Section 87-70 of the Income Tax Assessment Act1997 provides that an individual or personal
72465
25 of 61
businessdeterminationapplication
services entity may apply to the Commissioner, inthe approved form, for a personal servicesbusiness determination (PSBD) or for a variationof a PSBD.
Section 139EElection(employeeshareacquisitionschemeelection) (seenote 6)
Section 139E of the Income Tax Assessment Act1936.
No NATnumber
Strata titlebody corporatetax return andinstructions2022
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
4125
Tax return forindividuals2022
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
2541
Tax return forindividuals(supplementarysection) 2022
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
2679
Trans-Tasmanimputationelection form
Section 220-35 of the Income Tax AssessmentAct 1997. Section 388-50 of schedule 1 to theTaxation Administration Act 1953.
8775
Trans-Tasmanimputation
Section 220-45 of the Income Tax AssessmentAct 1997.
9143
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revocation form Section 388-50 of schedule 1 to the TaxationAdministration Act 1953.
Trust tax return2022
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
0660
Venture capitaldeficit taxreturn andexplanatorynotes
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax AssessmentAct 1936.
3309
Note 6: Not available on ato.gov.au or PODS
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Instalment activity statementhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=16Last modified: 31 Jan 2022QC 27234
List of approved forms – Instalment activity statement
Title Approved form legislative reference NATnumber
IAS B –Instalmentactivitystatement
This document is for taxpayers with a PAYG income taxinstalment obligation only. Typical users includepartners in partnerships and other individual taxpayerswho may elect the amount or rate, report the instalmentincome, vary the amount or rate and pay the PAYG
4192
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income tax instalment quarterly.
IAS I –Instalmentactivitystatement
Section 388-50 of schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers with a PAYG taxwithheld obligation only (quarterly, monthly or annually).Note: Taxpayers may receive this form for the first twomonths and a quarterly activity statement for the finalmonth of the quarter.
4193
IAS J –Quarterlyinstalmentactivitystatement
Section 388-50 of schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers with PAYGincome tax instalment, PAYG tax withheld and FBTobligations. Use this document for your record keepingpurposes.
4197
IAS N –Annualinstalmentactivitystatement
Section 388-50 of schedule 1 to the TaxationAdministration Act 1953.This sample document is for taxpayers who haveelected to pay an annual PAYG income tax instalmentthat may also involve reporting the instalment income orvarying the instalment amount.
4648
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JobKeeperhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=17Last modified: 31 Jan 2022QC 27234
List of approved forms – JobKeeper
Title Approved form legislative reference NATnumber
Business participantnomination notice(excluding sole traders)
Section 12 of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020.
75296
Sole trader nominationnotice & enrolment
Paragraph 11(1) of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020.
NoNATnumber
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Paragraph 12(5)(b) of theCoronavirus Economic ResponsePackage (Payments and BenefitsRules 2020.Subsection 8AAZLH(2) to theTaxation Administration Act 1953.
Employee nomination notice Section 9 of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020.
75295
Religious Practitionersnomination notice
Section 12B of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020.
75305
Enrolment form Elect to participate under:Paragraph 6(1)(e) of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020,Paragraph 11(1)(e) of theCoronavirus Economic ResponsePackage (Payments and Benefits)Rules 2020, orParagraph 12A(1)(f) of theCoronavirus Economic ResponsePackage (Payments and Benefits)Rules 2020.Confirm entitlement under:Paragraph 6(1)(f) of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020,Paragraph 11(1)(f) of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020,orParagraph 12A(1)(g) of theCoronavirus Economic ResponsePackage (Payments and Benefits)Rules 2020.Subsection 8AAZLH(2) to theTaxation Administration Act 1953.
NoNATnumber
Election to excludegovernment grants fromturnover for an ACNC-registered charity (otherthan a university or aschool)
Subsection 8(9) of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020.
75310
Identify and monthly Confirm details under: No
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declaration form Paragraph 6(1)(f) of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020,Paragraph 11(1)(f) of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020,orParagraph 12A(1)(g) of theCoronavirus Economic ResponsePackage (Payments and Benefits)Rules 2020.Subsection 8AAZLH(2) to theTaxation Administration Act 1953.Report the current and projected GSTturnover under Section 16 of the ofthe Coronavirus Economic ResponsePackage (Payments and Benefits)Rules 2020.
NATnumber
Confirm information givenby Australian governmentagencies and localgoverning bodies
Section 18B of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020.
NoNATnumber
Confirm information givenby authorised deposit-takinginstitutions
Section 18A of the CoronavirusEconomic Response Package(Payments and Benefits) Rules 2020.
NoNATNumber
Notification of hours Sections 12AA and 12BA of theCoronavirus Economic ResponsePackage (Payments and Benefits)Rules 2020.
NoNATnumber
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JobMakerhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=18Last modified: 31 Jan 2022QC 27234
List of approved forms – JobMaker
NAT
30 of 61
Title Approved form legislative reference number
JobMaker hiringcredits –registration form
Section 27(1)(g) of the Coronavirus EconomicResponse Package (Payments and Benefits)Rules 2020.
NoNATnumber
JobMaker hiringcredits –employee notice
Section 30(5) of the Coronavirus EconomicResponse Package (Payments and Benefits)Rules 2020.
NoNATnumber
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Luxury car taxhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=19Last modified: 31 Jan 2022QC 27234
List of approved forms – Luxury Car Tax
Title Approved form legislativereference
NATnumber
Application for luxury car tax credit– entities not registered for GST
Subsection 17-10(2) of the ANew Tax System (Luxury CarTax) Act 1999.
73043
Application for luxury car taxrefund – for primary producers andtourism operators
Subsection 18-15(2) of the ANew Tax System (Luxury CarTax) Act 1999.
72601
Buying a luxury car under quote Section 9-10 of the A New TaxSystem (Luxury Car Tax) Act1999.Section 9-15 of the A New TaxSystem (Luxury Car Tax) Act1999.
NoNATnumber
Quoting to Comptroller-General ofCustoms
Section 9-15 of the A New TaxSystem (Luxury Car Tax) Act1999.
NoNATnumber
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Non-commercial business losseshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=20Last modified: 31 Jan 2022QC 27234
List of approved forms – Non-commercial business losses
Title Approved form legislative reference NATnumber
Non-commerciallosses:Commissioner'sdiscretion Applyingfor the discretion
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 that is required to be given to theCommissioner in making an application for theexercise of the Commissioner's discretionunder subsection 35-55(3) of the Income TaxAssessment Act 1997.
5806
Information requiredfor a product rulingapplication –Agribusiness (exceptDivision 394 forestrymanaged investmentschemes)
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 that is required to be given to theCommissioner in making an application for theexercise of the Commissioner's discretionunder subsection 35-55(3) of the Income TaxAssessment Act 1997.
NoNATnumber
Information requiredfor a Product RulingApplication for a'forestry managedinvestment scheme'– Division 394
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 that is required to be given to theCommissioner in making an application for theexercise of the Commissioner's discretionunder subsection 35-55(3) of the Income TaxAssessment Act 1997.
NoNATnumber
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Not-for-profithttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=21Last modified: 31 Jan 2022QC 27234
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List of approved forms – Not-for-profit
Title Approved form legislative reference NATnumber
Agreement tocomply with theprivate ancillaryfund guidelines
Subsection 426-105(1) of schedule 1 to theTaxation Administration Act 1953.
73400
Agreement tocomply with thepublic ancillaryfund guidelines
Subsection 426-102(1) of schedule 1 to theTaxation Administration Act 1953.
74032
Ancillary fundreturn
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and that is required to be furnished to theCommissioner of Taxation in a paper form,under section 163 of the Income TaxAssessment Act 1936.
73640
Application forendorsement as adeductible giftrecipient
Section 426-15 of schedule 1 to the TaxationAdministration Act 1953.
2948
Application forendorsement as atax concessioncharity
Section 426-15 of schedule 1 to the TaxationAdministration Act 1953.
10651
Application toreduce theminimum ancillaryfund distributionrate
Section 426-103 in Schedule 1 to the TaxationAdministration Act 1953.
74894
Application forrefund of tax offset– National RentalAffordabilityScheme – Incometax exempt entities
Section 161 or other provisions of the IncomeTax Assessment Act 1936, or under provisionsof the Income Tax Assessment Act 1997.Division 380 of the Income Tax AssessmentAct 1997.
72789
Election to spreadgift deduction
Section 30-248 of the Income Tax AssessmentAct 1997.
73763
Notification of Guideline 17 of the private ancillary fund 73402
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change to thegoverning rules ofan endorsedprivate ancillaryfund
guidelines .
Notification ofchange to thegoverning rules ofan endorsed publicancillary fund
Guideline 17 of the public ancillary fundguidelines .
74034
Request forvaluation –Conservationcovenant program
Regulation 31-15.02 of the Income TaxAssessment Regulations (1997 Act)Regulations 2021
75324
Request forvaluation –Philanthropyprogram
Regulation 30-212.02 of the Income TaxAssessment (1997 Act) Regulations 2021.
75325
Revocation ofagreement tocomply with theprivate ancillaryfund guidelines
Subsection 426-105(2) of Schedule 1 to theTaxation Administration Act 1953.
73401
Revocation ofagreement tocomply with thepublic ancillaryfund guidelines
Subsection 426-102(2) of Schedule 1 to theTaxation Administration Act 1953.
74033
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Objectionshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=22Last modified: 31 Jan 2022QC 27234
List of approved forms – Objections
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Title Approved form legislative reference NATnumber
Objection form – fortaxpayers
Section 14ZU of the TaxationAdministration Act 1953.
13471
Objection form – for taxprofessionals
Section 14ZU of the TaxationAdministration Act 1953.
13044
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Pay as you go withholding (PAYGW)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=23Last modified: 31 Jan 2022QC 27234
List of approved forms – PAYGW
Title Approved form legislative reference NATnumber
Add or cancel aregistration
Section 25-1, section 25-5, subsection 27-10(1),section 29-45 and section 151-10 of the A NewTax System (Goods and Services Tax) Act 1999.Subsection 16-140(2) of schedule 1 to theTaxation Administration Act 1953.Subsection 8AAZLH(2) of the TaxationAdministration Act 1953.
2954
Application forcertificate ofpayment
Subsection 6(1) of the Income Tax AssessmentAct 1936.
6408
Application toregister aPAYGwithholdingaccount
Subsection 16-140(2) of schedule 1 to theTaxation Administration Act 1953.Section 355-25(2)(g) in Schedule 1 to theTaxation Administration Act 1953.
3377
Employerregistration forworking holiday
Subsection 16-146(2) of Schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
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makers
Medicare levyvariationdeclaration
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), thefollowing forms are approved for the giving ofdeclarations as required under section 15-50 ofthe TAA.
0929
Non-individualPAYG paymentsummaryschedule 2018
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax Assessment Act1936.
3422
IndividualPAYG paymentsummaryschedule 2018
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 and those relevant claims or returns that arerequired to be given to the Commissioner inmaking relevant claims (or approved in lieu) or tobe given to the Commissioner in connection withreturns that are required under section 161 orother provision of the Income Tax Assessment Act1936.
3647
PAYG paymentsummary –business andpersonalservicesincome
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of an annual paymentsummary required under section 16-155 ofschedule 1 to the TAA.
72545
PAYG paymentsummary –employmentterminationpayment
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of a payment summaryas required under paragraph 16-165(2)(b) ofschedule 1 to the TAA.
70868
PAYG paymentsummary –foreignemployment
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of annual paymentsummary required under section 16-155 ofschedule 1 to the TAA.
73297
PAYG paymentsummary –individual non
Under section 388-50 of Schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of annual payment
0046
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business summary required under section 16-155 ofSchedule 1 to the TAA.
PAYGwithholdingsummarystatement
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the purposes of subsection 16-153(3) of schedule 1 to the TAA in relation to theannual report required under subsection 16-153(2)of schedule 1 to the TAA.
3447
PAYG paymentsummary –superannuationincome stream
Under section 388-50 of Schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of annual paymentsummary required under section 16-155 inSchedule 1 to the TAA.
70987
PAYG paymentsummary –superannuationlump sum
Under section 388-50 in schedule 1 to theTaxation Administration Act 1953, this form isapproved for the giving of a payment summary asrequired under subsection 16-165(2)(a) ofschedule 1 to the Taxation Administration Act1953.
70947
PAYG paymentsummary –withholdingwhere ABN notquoted
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of a payment summaryrequired under section 16-167 of schedule 1 to theTAA.
3283
PAYGwithholdingannual reportsfor Centrelink,Department ofVeteran Affairs,andDepartment ofEmploymentand WorkplaceRelationsBenefitpayments(electroniclodgment only)
Under Section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA),approved forms for the purposes of subsection 16-153(3) in schedule 1 to the TaxationAdministration Act 1953 in relation to the annualreport required under subsection 16-153(2) inschedule 1 to the Taxation Administration Act1953 in respect of withholding obligations arisingfrom benefit payments made by Centrelink,Department of Veterans Affairs (DVA), andDepartment of Employment and WorkplaceRelations (DEWR) under Subdivision 12-D inschedule 1 to the Taxation Administration Act1953.The form is lodged electronically and conforms to:Electronic Reporting Specification Centrelink, DVAand DEWR benefit payments report version 6.0which is published atsoftwaredevelopers.ato.gov.au
NoNATnumber
PAYG Under Section 388-50 of schedule 1 to the No
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withholdingannual reportsfor departingAustraliasuperannuationpayment(electroniclodgment only)
Taxation Administration Act 1953, this form isapproved for the purposes of subsection 16-153(3) in schedule 1 to the TaxationAdministration Act 1953 in relation to the annualreport required under paragraph 16-153(1)(a) or (b) in schedule 1 to the TaxationAdministration Act 1953 in respect of withholdingobligations arising under section 12-305.
NATnumber
PAYGwithholdingannual report –naturalresourcepayments toforeignresidents
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953, this form isapproved for the lodgment of the annual reportrequired under paragraph 16-153(1)(a) ofschedule 1 to the Taxation Administration Act1953 in relation to payments from which anamount was required to be withheld undersection 12-325 in schedule 1 to the TaxationAdministration Act 1953.
NoNATnumber
PAYGwithholdingannual report –payments toforeignresidents
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the lodgment of the annual reportrequired under paragraphs 16-153(1)(a), (c) and (d) of schedule 1 to the TAA in relationto payments from which an amount was requiredto be withheld under Subdivision 12-FB ofschedule 1, Part 2-5 to the TaxationAdministration Act 1953
12413
PAYGwithholdingfrom interest,dividend androyaltypayments paidto non-residents –annual report
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the purposes of subsection 16-153(1) of schedule 1 to the TAA in relation topayments from which an amount was required tobe withheld under subdivision 12-F of schedule 1to the TAA or an amount was required to be paidto the Commissioner under Division 14 because ofthe application of that Division in relation toSubdivision 12-F of schedule 1 to the TAA.
7187
PAYGwithholdingfrom interestdividend androyaltypayments paidto non-residents –paymentsummary (free
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of a payment summaryrequired under paragraphs 16-155(1)(a) or (b) ofschedule 1 to the TAA, in respect of paymentsmade under Subdivision 12-F of schedule 1 to theTAA.
NoNATnumber
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format)
PAYGwithholdingpaymentsummary –departingAustraliasuperannuationpayment
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of a payment summaryrequired under paragraph 16-166(1)(a) ofschedule 1 to the TAA.
NoNATnumber
PAYGwithholdingpaymentsummary –naturalresourcepayments toforeignresidents
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953, this form isapproved for the giving of a payment summaryrequired under paragraph 16-155(1)(a) ofschedule 1 to the Taxation Administration Act1953 for payments made in which an amount wasrequired to be withheld under paragraph 12–325in schedule 1 to the TAA.
NoNATnumber
PAYGwithholdingpaymentsummary –payments toforeignresidents
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the giving of a payment summaryrequired under paragraph 16-155(1)(baa) ofschedule 1 to the TAA.
NoNATnumber
PAYGwithholdingwhere ABN notquoted –annual report
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA) this is theapproved form for the lodgment of the annualreport required under paragraphs 16-153(1)(a) and (b) in schedule 1 to the TAA.The annual report is in respect to payments fromwhich an amount was required to be withheldunder section 12-190 of schedule 1 to the TAA oran amount was required to be paid to theCommissioner under Division 14 of schedule 1 tothe TAA because of the application of that Divisionto section 12-190.
3448
Personalised –PAYG paymentsummarystatement (seenote 7)
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), this formis approved for the purposes of subsection 16-153(3) of schedule 1 to the TAA in relation to theannual report required under subsection 16-153(2)of schedule 1 to the TAA.
7885
Single Touch The Payroll Event (PAEVNT) specifications are No
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Payroll (event)reporting
available on the on the Standard BusinessReporting (SBR) website is the form approved formandatory 'Single Touch Payroll' reporting undersection 389-5 of Schedule 1 to the TaxationAdministration Act 1953 (TAA), voluntaryreporting of amounts under section 389-15 ofSchedule 1 to the TAA, making a declaration atthe end of a financial year under section 389-20 ofSchedule 1 to the TAA, and making a correction toa statement as provided for under sections 8K(2A)and 8N(2) of the TAA and subsection 284-75(8) ofSchedule 1 to the TAA.
NATnumber
Voluntaryagreement forPAYGwithholding
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA) this formis approved for the purposes of paragraph 12-55(1)(c) of schedule 1 to the TAA.
2772
Voluntarydisclosures forfailing tocomply withwithholdingobligations
Section 26-105 of the Income Tax AssessmentAct 1997.
NoNATNumber
Withholdingdeclaration
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), thefollowing forms are approved for the giving ofdeclarations as required under section 15-50 ofschedule 1 to the TAA.
3093
Withholdingdeclaration –short versionfor seniors andpensioners
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), thefollowing forms are approved for the giving ofdeclarations as required under section 15-50 ofschedule 1 to the TAA.
5072
Withholdingvariation
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 (TAA), thefollowing forms are approved for the giving ofdeclarations as required under section 15-50 ofschedule 1 to the TAA.
NoNATnumber
Note 7: Not available on ato.gov.au or PODS
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Pay as you go instalments (PAYGI)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=24Last modified: 31 Jan 2022QC 27234
List of approved forms –PAYGI
Title Approved form legislative reference NATnumber
Choosing topay an annualPAYGinstalment foryour clients
Under section 388-50 of schedule 1 to the TaxationAdministration Act 1953 (TAA), the following formsare approved for the giving of declarations asrequired under section 45-140(2) of schedule 1 tothe TAA.
3133
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Petroleum resource rent taxhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=25Last modified: 31 Jan 2022QC 27234
List of approved forms – Petroleum resource rent tax
Title Approved form legislative reference NATnumber
Application toregister forpetroleumresource renttax (PRRT)
Section 355-25 of schedule 1 to the TaxationAdministration Act 1953.
9847
Notification ofpetroleumresource renttax (PRRT)instalment
Section 98A of the Petroleum Resource Rent TaxAssessment Act 1987.
16121
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transfer interestcharge
Notification oftransfer ofpetroleumresource renttax (PRRT)explorationexpenditure
Sections 45A and 45B of the Petroleum ResourceRent Tax Assessment Act 1987.
9849a
Petroleumresource renttax (PRRT)deductibleexpenditureschedule
Form approved under section 388-50 ofschedule 1 to the Taxation Administration Act1953 to be given to the Commissioner inconnection with certain returns that are requiredunder sections 59, 60 and 70 of the PetroleumResource Rent Tax Assessment Act 1987.
74264
Petroleumresource renttax (PRRT)notification oftransfer of aninterest in apetroleum title
Sections 48 and 48A of the Petroleum ResourceRent Tax Assessment Act 1987.
15475
Petroleumresource renttax (PRRT)return
Sections 59, 60 and 70 of the PetroleumResource Rent Tax Assessment Act 1987.
9849
Petroleumresource renttax (PRRT)instalmentstatement
Section 98 of the Petroleum Resource Rent TaxAssessment Act 1987.
9848
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Product stewardship for oil programhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=26Last modified: 31 Jan 2022QC 27234
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List of approved forms – Product stewardship for oil program
Title Approved form legislative reference NATnumber
Application toregister for PSOprogram
Section 9 of Part 3 of the Product Grants andBenefits Administration Act 2000.Electronic Specification – PSO Claim Formwhich is published atsoftwaredevelopers.ato.gov.au.
3266
PSO claim form(see note 8)
Section 15 of Part 4 of the Product Grants andBenefits Administration Act 2000.
3319
Request to amenda PSO claim (seenote 8)
Section 21 of Part 4 of the Product Grants andBenefits Administration Act 2000.
4303
Note 8: NAT 3319 and NAT 4303 are not available on ato.gov.au or PODS. You willbe sent a copy of these forms once you have registered.
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Rulingshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=27Last modified: 31 Jan 2022QC 27234
List of approved forms – Rulings
Title Approved form legislative reference NATnumber
Private ruling application Subsection 359-10(2) to the TaxationAdministration Act 1953.
74957
Private ruling application –non-commercial losses
Subsection 359-10(2) to the TaxationAdministration Act 1953.
5806
Initial contributionsnotification form
Division 394 of the Income TaxAssessment Act 1997.
71434
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Failure to establishnotification form
Division 394 of the Income TaxAssessment Act 1997.
71435
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Stapled structureshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=28Last modified: 31 Jan 2022QC 27234
List of approved forms – Stapled Structures
Title Approved form legislativereference
NATnumber
Stapled groups – Choice inrelation to approved economicinfrastructure
Subsection 25-115(3) of theIncome Tax Assessment Act1997.
75113
Stapled groups – Choice toapply transition provisions
Subsection 12-440(5) ofSchedule 1 to the TaxationAdministration Act 1953.
75112
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Superannuationhttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=29Last modified: 31 Jan 2022QC 27234
List of approved forms – Superannuation
Title Approved form legislative reference NATnumber
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Application –excesscontributionsdetermination
Apply to have contributions disregarded orreallocated under section 292-465 of the IncomeTax Assessment Act 1997.
71333
Application forpayment ofATO-heldsuperannuationmoney
Sections 17, 20H and 24G of the Superannuation(Unclaimed Money and Lost Members) Act 1999Sections 65, 65A, 66, 67, 67A and 68 of the SmallSuperannuation Account Act 1995; andSection 65A of the Superannuation Guarantee(Administration) Act 1992.
74880
Auditor/actuarycontraventionreport
Sections 11A and 11B of the SuperannuationIndustry (Supervision) Act 1993.Under subsection 129(3) of the SuperannuationIndustry (Supervision) Act 1993 this report isrequired to be lodged with or given to theCommissioner of Taxation, in paper or electronicform, by an actuary or approved auditor of a self-managed superannuation fund when reportingcontraventions.
11239
Capital gainstax cap election
Under subsection 292-100(9) of the Income TaxAssessment Act 1997, this form can be used bysuper members electing to exclude from their non-concessional contributions cap supercontributions arising from the disposal of certainsmall business assets, from their non-concessional contributions cap.
71161
Change ofdetails forsuperannuationentities
Under paragraph 14(2)(b) of A New Tax System(Australian Business number) Act 1999,Under Subsection 19(4) of the SuperannuationIndustry (Supervision) Act 1993 (SIS Act), andRegulation 11.07AA of the SuperannuationIndustry (Supervision) Regulations 1994 (SISR)
3036
Choice toinclude excessconcessionalcontributions inassessableincome (seenote 9)
This form must be lodged with or given to us inpaper form by an individual or entity who acceptsan offer under subsection 292-467(3) of theIncome Tax Assessment Act 1997.Under paragraph 292-467(3)(a) this must bewithin 28 days after we issue the notice, or (b)within such a longer period as we allow.
NoNATnumber
Superannuation(super)standard choiceform
Employers who are required to offer a choice ofsuper fund under section 32N of theSuperannuation Guarantee Administration Act1992 (SGAA) must give a standard choice form totheir eligible employees. This form meets the
13080
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requirements of section 32P of the SGAA andRegulation 17 of the Superannuation Guarantee(Administration) Regulations 2018.
RequestStapled superfund
Under section 32R of the SuperannuationGuarantee Administration Act 1992.
NoNATnumber
Commissioner'scompulsoryauthority torelease excesscontributionstax andstatement
Under section 390-65 of schedule 1 to theTaxation Administration Act 1953, this form mustbe given to us (and a copy to the individual towhom the release authority relates), in paper form,by a super provider within 30 days of the releaseamount being paid out of a super plan, after arelease authority has been received and actedupon by the super provider.We can, under section 388-55 of schedule 1 tothe Taxation Administration Act 1953, defer thetime for a super provider to give the statements inthe approved form to us or to the individual towhom the release authority relates.
71451
Compulsoryreleaseauthority forexcesscontributionstax andstatement
Under section 390-65 of schedule 1 to the TaxAdministration Act 1953, this form must be givento us (and a copy to the individual to whom therelease authority relates) in paper form by a superprovider within 30 days of releasing the amountout of a super plan, after a release authority hasbeen received and acted upon by the superprovider.We can, under section 388-55 of schedule 1 tothe Taxation Administration Act 1953, defer thetime for a super provider to give the statements inthe approved form to us or to the individual towhom the release authority relates.
71429
Contributionsfor personalinjury form
Under section 292-95 of the Income TaxAssessment Act 1997, this form can be used bymembers or account holders wishing to excludesuper contributions arising from eligible personalinjury payments from their non-concessionalcontributions cap.
71162
Division 293Tax – refund ordebt releaseapplication forformertemporaryresidents
Under section 293-230 of the Income TaxAssessment Act 1997.
74727
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Division 293Tax – Deferreddebt accountelection form
Under section 131-5 of Schedule 1 to theTaxation Administration Act 1953.
74989
Division 293Tax – Due andpayableelection form
Under section 131-5 of Schedule 1 to theTaxation Administration Act 1953.
74988
Excessconcessionalcontributionelection form
Under section 131-5 of Schedule 1 to theTaxation Administration Act 1953.
74825
Excess non-concessionalcontributionselection form
Under section 131-5 of Schedule 1 to theTaxation Administration Act 1953.
74824
Releaseauthoritystatement(For ECC,ENCC & Div293)
Under section 131-55(3) of Schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
Downsizercontribution intosuperannuation
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953 and section292-102 of the Income Tax Assessment Act 1997.
75073
Election to benon-deductible(or revokeelection)
Under section 388-50 of schedule 1 to theTaxation Administration Act 1953.Under regulations 290-155.01 and 290-155.05 ofthe Income Tax Assessment Regulations 1997
NoNATnumber
First homesuper saver(FHSS) scheme– notification ofpurchase orrecontribution
Notification to purchase or construct – section313-40 of the Income Tax Assessment Act 1997.Notification of recontribution – section 313-50 ofthe Income Tax Assessment Act 1997.
74977
First homesuper saver(FHSS) scheme– releaserequest
Section 131-5 of Schedule 1 to the TaxationAdministration Act 1953.
74980
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First homesuper saver(FHSS) scheme– determinationrequest
Section 138-10 of Schedule 1 to the TaxationAdministration Act 1953.
74979
KiwiSaverschemepaymentstatement
Section 390-12 of schedule 1 to the TaxationAdministration Act 1953.Complying Australian super funds shouldcomplete the KiwiSaver scheme paymentstatement or a similar paper form that collects thesame information when they pay a member’ssuperannuation benefits to a KiwiSaver scheme inNew Zealand.
74638
Memberaccounttransactionservice (MATS)– virtual form
Section 390-5 of Schedule 1 to the TaxationAdministration Act 1953 (TAA), section 390-115of Schedule 1 to the TAA, section 390-20 ofSchedule 1 to the TAA.Technical documents for the MAAS web serviceare available on the on the Standard BusinessReporting (SBR) website.Practical guidance for funds on how to administertheir fund reporting obligations is available atFund reporting protocols
NoNATnumber
Memberaccountattribute service(MAAS) –virtual form
Section 390-5 of Schedule 1 to the TaxationAdministration Act 1953 (TAA), section 390-115of Schedule 1 to the TAA, section 390-20 ofSchedule 1 to the TAA.Technical documents for the MAAS web serviceare available on the on the Standard BusinessReporting (SBR) website.Practical guidance for funds on how to administertheir fund reporting obligations is available atFund reporting protocols.
NoNATnumber
Notice of intentto claim or varya deduction forpersonal supercontributions
Section 388-50 of schedule 1 to the TaxationAdministration Act 1953.This form can be used when a person intends toclaim a tax deduction for their personal supercontributions or when they wish to vary a previousnotice under section 290-170 and section 290-180of the Income Tax Assessment Act 1997.
71121
Recontributionof COVID-19early releaseamounts
Paragraph 292-103(2)(a) of the Income TaxAssessment Act 1997.
75394
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Request forrollover ofwhole balanceof superbenefitsbetween fund
Sub regulation 3.33(2)(b) to the SuperannuationIndustry (Supervision) Regulations 1994.
75359
Rolloverbenefitsstatement(before 1 July2013)
Section 388-50 of schedule 1 of the TaxationAdministration Act 1953.Under subsection 390-10(4) of Schedule 1 to theTaxation Administration Act 1953, this informationis required to be given to the receiving superprovider, either in paper form or electronically bythe first super provider reporting the payment of arollover super benefit for a member to anothersuper provider.
70944
Rolloverbenefitsstatement (from1 July 2013 to30 June 2017)
Section 388-50 of schedule 1 of the TaxationAdministration Act 1953.Under subsection 390-10(4) of Schedule 1 to theTaxation Administration Act 1953, this informationis required to be given to the receiving superprovider, either in paper form or electronically bythe first super provider reporting the payment of arollover super benefit for a member to anothersuper provider.
70944
Rolloverbenefitsstatement (from1 July 2017)
Section 388-50 of schedule 1 of the TaxationAdministration Act 1953.Under subsection 390-10(3) of schedule 1 to theTAA
70944
Death benefitrolloverstatement (from1 July 2017)
Under subsection 390-10(3) of schedule 1 to theTax Administration Act 1953 (TAA), this form canbe used by a superannuation provider to give astatement to:
another superannuation provider that a benefithas been paid under paragraph 390-10(2)(a) ofSchedule 1 to the TAAa member in relation to a benefit paid on behalfof the member as required under paragraph390-10(2)(b) of Schedule 1 to the TAA.
74924
Self-managedsuperannuationfund annualreturn
Section 388-50 of schedule 1 to the TaxationAdministration Act 1953 and Section 11A of theSuperannuation Industry (Supervision) Act 1993.This form is to be given to the Commissioner ofTaxation as required under section 161 of the
71226
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Income Tax Assessment Act 1936 or otherrelevant provisions.
Self-managedsuperannuationfundindependentauditor's report
Section 11A of the Superannuation Industry(Supervision) Act 1993.Under subsection 35C(6) of the SuperannuationIndustry (Supervision) Act 1993, this report isrequired to be given to each trustee of the self-managed superannuation fund, by an approvedauditor specified in subregulation 1.04(2) of theSuperannuation Industry (Supervision)Regulations 1994.
11466
Superannuationguaranteecharge
Section 33 of the Superannuation Guarantee(Administration) Act 1992 (SGAA).
9599
Superannuationguarantee latepayment offsetelection
Under paragraph 23A(1)(b) and subsection 23A(2)of the Superannuation Guarantee(Administration) Act 1992 (SGAA) to be lodgedwith us for an employer to make an election undersubsection 23A(3) to offset a contribution made toa complying superannuation fund or a retirementsavings account against the employers liability topay superannuation guarantee charge.
14899
Superannuationguarantee optout for highincome earnerswith multipleemployers
Section 19AB of the Superannuation Guarantee(Administration) Act 1992.
75067
Super paymentvariation advice
Section 43 or section 47 of the First HomeSaver Accounts Act 2008 (Repealed)Section 18C, section 20M or section 24L of theSuperannuation (Unclaimed Money and LostMembers) Act 1999Section 16, section 20 or section 24 of theSuperannuation (Government Co-contributionsfor Low Income Earners) Act 2003
8451
Superannuationfund/ retirementsavingsaccountprovider claimfor payment
Subsection 61(3) of the Small SuperannuationAccounts Act 1995 (SAA).Under subsection 61(1) of the SAA a trustee of asuperannuation fund or retirements savingsaccount provider is required to lodge this paperform to claim an individual’s account balance held
73960
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in the Superannuation Holdings Account specialaccount.
Super membercontributionsstatement(2012–13onwards)
This form can be used to meet the requirementsunder section 390-5 of schedule 1 to the TaxationAdministration Act 1953.Electronic reporting specification – Membercontribution statement which is published atsoftwaredevelopers.ato.gov.au.
74656
Super membercontributionsstatement(2007–08 to2011–12)
This form can be used to meet the requirementsunder section 390-5 of schedule 1 to the TaxationAdministration Act 1953.
71334
Super membercontributionsstatement(2006–07 andearlier years)
This form can be used to meet the requirementsunder section 390-5 of schedule 1 to the TaxationAdministration Act 1953.
2710
Transferbalanceaccount report
This form can be used to meet the requirementsunder:
subsection 136-85(3) of Schedule 1 to theTaxation Administration Act 1953 (TAA)subsection 136-25(2) of Schedule 1 to the TAAsubsection 390-5(4) of Schedule 1 to the TAAparagraph 390-115(1)(a) of Schedule 1 to theTAA, orparagraph 390-20(2)(a) of Schedule 1 to theTAA.
74923
Transferbalance eventnotification
This form can be used to meet the requirementsunder:
paragraph 294-85(1)(b) of the Income TaxAssessment Act 1997paragraph 294-90(1)(b) of the Income TaxAssessment Act 1997, orsubsection 136-25(2) of Schedule 1 to theTaxation Administration Act 1953.
74919
Excess transferbalanceelection
This form can be used to meet the requirementsunder subsection 136-20(4) of Schedule 1 to theTaxation Administration Act 1953.
74920
Notification of Under subsection 136-25(2) of Schedule 1 to the No
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transferbalance debit
Taxation Administration Act 1953. NATNumber
Commutationauthority –provider tonotify member
This form can be used to meet the requirementsunder section 136-90 of Schedule 1 to theTaxation Administration Act 1953
NoNATNumber
Transitionalterminationpayment pre-paymentstatement
This statement is required to be given to thepayer, under subsection 82-10F(3) of the IncomeTax (Transitional Provisions) Act 1997 (IT(TP)A1997), by individuals exercising a choice undersubsection 82-10F(2) of the IT(TP)A 1997 foremployment termination payments made between1 July 2007 and 30 June 2012.
70812
Trusteedeclaration –To becompleted bynew trusteesand directors ofcorporatetrustees of self-managed superfunds
Section 11A of the Superannuation Industry(Supervision) Act 1993.From 1 July 2007, under section 104A of theSuperannuation Industry (Supervision) Act 1993,this declaration is required to be completed, inpaper form, by a new trustee or director of acorporate trustee of a self-managedsuperannuation fund within 21 days becomingsuch a trustee or director of the corporate trusteeon or after 1 July 2007.
71089
Unclaimedsuperannuationmoney non-lodgmentadvice
Under paragraph 16(1)(a) of the Superannuation(Unclaimed Money and Lost Members) Act 1999,this form is required to be given to theCommissioner of Taxation by the relevantscheduled statement day for a superannuationprovider who, at the end of the unclaimed moneyday, does not hold unclaimed superannuationmoney or only holds accounts for members with anil or negative unclaimed superannuation moneybalance.
73231
Unclaimedsuperannuationmoneystatement
This form meets the requirements undersection 16 and 20E of the Superannuation(Unclaimed Money and Lost Members) Act 1999.Electronic reporting specification – Unclaimedsuper money statement , which is published atsoftwaredevelopers.ato.gov.au
71864
Unclaimedsuperannuationmoneystatement –additional
This form meets the requirements undersection 16 and 20E of the Superannuation(Unclaimed Money and Lost Members) Act 1999.Electronic reporting specification: Unclaimedsuper money statement , which is published
71864A
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members softwaredevelopers.ato.gov.au
Voluntaryreleaseauthority andstatement forexcesscontributionstax
Under section 390-65 of schedule 1 to theTaxation Administration Act 1953, this form mustbe given to us (and a copy to the individual towhom the release authority relates) in paper formby a super provider within 30 days of the releaseamount being paid out of a super plan, after arelease authority has been received and actedupon by the super provider.
71777
Virtual form –SuperannuationElectronicPortability Form(see note 9)
Sub-regulation 6A.02(2) Superannuation Industry(Supervision) Regulations 1994, andSub-regulation 4AA.02(2) of the RetirementSavings Accounts Regulations 1997
NoNATnumber
Note 9: These forms are not available on ato.gov.au or PODS.
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Tax file number (TFN)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=30Last modified: 31 Jan 2022QC 27234
List of approved forms – TFN
Title Approved form legislativereference
NATnumber
Foreign passport holders,permanent migrants and temporaryvisitors – TFN application
Subsection 202B(2) of theIncome Tax Assessment Act1936.Paragraph 355-25(2)(g) inschedule 1 to the TaxationAdministration Act 1953.
4157
TFN application for companies andother organisations
Subsection 202B(2) of theIncome Tax Assessment Act1936.Paragraph 355-25(2)(g) inschedule 1 to the Taxation
3799
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Administration Act 1953.
Tax file number – application for adeceased estate
Subsection 202B(2) of theIncome Tax Assessment Act1936.Paragraph 355-25(2)(g) inschedule 1 to the TaxationAdministration Act 1953.
3236
Tax file number – application orenquiry for Aboriginals or TorresStrait Islanders (see note 10)
Subsection 202B(2) of theIncome Tax Assessment Act1936.
1589
Tax file number – application orenquiry for individuals
Subsection 202B(2) of theIncome Tax Assessment Act1936.
1432
Tax file number – application orenquiry for individuals living outsideAustralia
Subsection 202B(2) of theIncome Tax Assessment Act1936.
2628
Tax file number declaration Section 202CA of the IncomeTax Assessment Act 1936.Section 202CD of the IncomeTax Assessment Act 1936.Section 202CF of the IncomeTax Assessment Act 1936.
3092
Certificate of application for a taxfile number (TFN) (see note 11)
Section 187-1 of the HigherEducation Support Act 2003.
7044370444
Note 10: This form is available by contacting the ATO on 13 10 30.
Note 11: This form is available by contacting the ATO on 13 28 61.
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Third party reportinghttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=31Last modified: 31 Jan 2022QC 27234
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List of approved forms – Third party reporting
Title Approved form legislative reference NATnumber
Annual investmentincome report (AIIR)
Section 393-10 of Schedule 1 to theTaxation Administration Act 1953Section 16-153 of Schedule 1 to theTaxation Administration Act 1953Section 418-130 of the Income TaxAssessment Act 1997Items 7 and 8 of the table toSection 396-55 of Schedule 1 to theTaxation Administration Act 1953Section 16AHA of the Banking Act1953.
Electronic reporting specification –Annual investment income report (AIIR)specification version 11.0.1 which ispublished atsoftwaredevelopers.ato.gov.au
NoNATnumber
Annual investmentincome report (AIIR)Supplier lodgmentdeclaration
Section 393-10 of Schedule 1 to theTaxation Administration Act 1953.
74488
Business transactionsthrough paymentsystems report
Form approved under section 388-50 ofschedule 1 to the TaxationAdministration Act 1953, to be used by acompany to meet their third partyreporting obligations under item 9 in thetable in section 396-55 of Schedule 1 tothe Tax Administration Act 1953.
NoNATnumber
Common ReportingStandard (CRS)statement
Section 396-105 of Schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
Early stage innovationcompanies reporting
Item 10 in the table in section 396-55 ofSchedule 1 to the TaxationAdministration Act 1953.
75119
Foreign Account TaxCompliance Actstatement about U.S.Reportable Accounts
Subsection 396-5(4) in Schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
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Private Health Insurance(PHI) report andstatement
For the PHI ReportSection 264BB of the Income TaxAssessment Act 1936For the PHI StatementRegulation 62-220.02 of the Income TaxAssessment Regulations 1997.
NoNATnumber
Quarterly tax file number(QTFN) report
Required under section 393-5 ofSchedule 1 to the TaxationAdministration Act 1953, by entitiesdefined as investment bodies undersection 202D of Part VA of the IncomeTax Assessment Act 1936.
NoNATnumber
Quarterly tax file number(QTFN) report –Supplier lodgmentdeclaration
Section 393-10 of Schedule 1 to theTaxation Administration Act 1953.
74868
Taxable paymentsannual report –Businesses in thebuilding andconstruction industry
Section 405-10 of Schedule 1 to the TaxAdministration Act 1953.
74109
Taxable paymentsannual report –Government entities
Items 1 and 2 of the table in section 396-55 of Schedule 1 to the TaxAdministration Act 1953.
NoNATnumber
Taxable paymentsannual report – For thesupply of cleaning,courier, road freight,security, investigation,surveillance orinformation technologyservices by contractors
Items 11, 12, 13 or 14 of the table insection 396-55 of Schedule 1 to the TaxAdministration Act 1953.
74109
Real property transfersreporting (RPTR)
Item 9 in the table in section 396-55 ofSchedule 1 to the TaxationAdministration Act 1953.
NoNATnumber
Transfers of shares andunits report – ListedEntities
Item 6 of the table to section 396-55 ofSchedule 1 to the Tax Administration Act1953.
NoNATnumber
Transfers of shares andunits report – MarketParticipants
Item 5 in the table in section 396-55 ofSchedule 1 to the Tax Administration Act1953.
NoNATNumber
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TFN withholding for closely held trustshttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=32Last modified: 31 Jan 2022QC 27234
List of approved forms – TFN withholding for closely held trusts
Title Approved form legislativereference
NATnumber
Annual TFN withholding report Section 16-152 in schedule 1 tothe Taxation Administration Act1953.
73693
Annual trustee payment report(see note 12)
Section 16-152 in schedule 1 tothe Taxation Administration Act1953.
NoNATnumber
TFN withholding for closely heldtrusts – Payment summaries(see note 12)
Subsection 16-170(1AAA) inschedule 1 to the TaxationAdministration Act 1953.
NoNATnumber
TFN withholding for closely heldtrusts – What trustees need todo (see note 12)
Subsection 202DO(2) of theIncome Tax Assessment Act1936.
NoNATnumber
TFN report – TFN withholdingfor closely held trusts
Section 202DP of the Income TaxAssessment Act 1936.
73651
Closely held trusts – adding orcancelling a PAYG withholdingbusiness account
Section 16-140(2) in Schedule 1to the Taxation AdministrationAct 1953.Paragraph 355-25(2)(g) inSchedule 1 to the TaxationAdministration Act 1953.
73798
Note 12: Not available on ato.gov.au
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Wine equalisation tax (WET)https://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=33Last modified: 31 Jan 2022QC 27234
List of approved forms – WET
Title Approved form legislativereference
NATnumber
Application for approval as a NewZealand participant for a wineequalisation tax (WET) rebate
Subsection 19-7(1) of A NewTax System (WineEqualisation Tax) Act 1999.
15344
Application for payment of wineequalisation tax (WET) rebate by anapproved New Zealand participant
Subsection 17-10(2A) of ANew Tax System (WineEqualisation Tax) Act 1999.
14199and15345
Buying wine under quote Section 13-20 of A New TaxSystem (Wine EqualisationTax) Act 1999.Section 13-15 of A New TaxSystem (Wine EqualisationTax) Act 1999.
NoNATnumber
Buying wine under quote – 2018vintage and later
Section 13-20 of A New TaxSystem (Wine EqualisationTax) Act 1999.Section 13-15 of A New TaxSystem (Wine EqualisationTax) Act 1999.
NoNATnumber
Quoting to Comptroller-General ofCustoms
Section 13-20 of A New TaxSystem (Wine EqualisationTax) Act 1999.
NoNATnumber
Wine Producer Rebate Notification Subsection 19-17(3) of ANew Tax System (WineEqualisation Tax) Act 1999.
NoNATnumber
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Miscellaneoushttps://www.ato.gov.au/Forms/Consolidated-list-of-approved-forms-by-tax-topic/?page=34Last modified: 31 Jan 2022QC 27234
List of approved forms – Miscellaneous
Title Approved form legislative reference NATnumber
Change of details forindividuals
Paragraph 14(2)(b) of A New Tax System(Australian Business Number) Act 1999.Paragraph 355-25(2)(g) in Schedule 1 tothe Taxation Administration Act 1953.Subsection 8AAZLH(2) to the TaxationAdministration Act 1953.
2817
Change of registrationdetails
Paragraph 14(2)(b) of A New Tax System(Australian Business Number) Act 1999.
2943
Foreign investment –annual vacancy feereturn
Section 115D of the Foreign Acquisitionsand Takeovers Act 1975.
NoNATnumber
Foreign ownership ofagricultural landregister
Section 19, section 20 and section 29 of theRegister of Foreign Ownership of Water orAgricultural Land Act 2015.
NoNATnumber
Foreign investment inAustralia – Waterregister
Section 30H, section 30J, section 30K,section 30R section 30S, and section 30Tthe Register of Foreign Ownership of Wateror Agricultural Land Act 2015.
NoNATnumber
Foreign-sourcedincome of HELP orTSL debtor
Subsection 154-18(3) of the HigherEducation Support Act 2003Subsection 47C(3) of the Trade SupportLoans Act 2014
NoNATnumber
Foreign-sourcedincome underrepayment threshold
Subsection 154-18(3) of the HigherEducation Support Act 2003Subsection 47C(3) of the Trade SupportLoans Act 2014
NoNATnumber
General purposefinancial statements –with respect toSignificant Global
Subsection 3CA(2) of the TaxationAdministration Act 1953.
NoNATnumber
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Entities
Offshore informationnotice – requestextension to comply
Section 353-25(3) of Schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
Overseas TravelNotification (relating toleaving Australia)
Subsection154-18(3) of the HigherEducation Support Act 2003Subsection 47C(3) of the Trade SupportLoans Act 2014
NoNATnumber
Overseas travelnotification (relating toabsence fromAustralia)
Subsection 154-18(3) of the HigherEducation Support Act 2003Subsection 47C(3) of the Trade SupportLoans Act 2014
NoNATnumber
Nomination of aparliamentaryrepresentative
Paragraph 355-25(2)(g) in schedule 1 to theTaxation Administration Act 1953.
73767
Notification of adeceased person
Paragraph 355-25(2)(g) in schedule 1 to theTaxation Administration Act 1953.
74279
Appointment orcessation of arepresentative of anincapacitated entity
Section 58-30 of the A New Tax System(Goods and Services Tax) Act 1999.
73785
Remission of SIC andGIC for shortfallperiods (see note 13)
Section 280-165 of schedule 1 to theTaxation Administration Act 1953.
NoNATnumber
Untainting acompany’s sharecapital account (seenote 13)
Section 197-55 of the Income TaxAssessment Act 1997.
NoNATnumber
Voluntary disclosures– approved form
Section 284-225 of schedule 1 to theTaxation Administration Act 1953.
75342
Note 13: Not available on ato.gov.au or PODS
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We are committed to providing you with accurate, consistent and clear information to help you understand
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your rights and entitlements and meet your obligations.
If you follow our information and it turns out to be incorrect, or it is misleading and you make a mistake asa result, we will take that into account when determining what action, if any, we should take.
Some of the information on this website applies to a specific financial year. This is clearly marked. Makesure you have the information for the right year before making decisions based on that information.
If you feel that our information does not fully cover your circumstances, or you are unsure how it applies toyou, contact us or seek professional advice.
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