Create a tax return project template

  1. Choose Setup > Projects: Project Templates and click Add
  2. In the General tab, enter the following:
    1. ID,
    2. Name
    3. Tracking status
    4. and other settings
  3. In the Application drop-down, select Tax (AU),
  4. For Company:
    1. TypeCompany Tax Return
    2. Subtype: Company Tax Return, or Consolidated Group Notification
  5. For Trust:
    1. TypeTrust Tax Return
    2. SubtypeTrust Tax Return, or Closely Held Trust TFN Report
  6. For Interposed Entity Election (standalone form):
    1. Type: Interposed Entity Election
  7. For Family Trust Entity Election (standalone form):
    1. TypeFamily Trust Entity Election
  8. For Fringe Benefits Tax Return
    1. TypeFringe Benefits Tax Return
  9. Other entities, choose Type: None 
  10. Select Save

Was this article helpful?