Create a tax return project template
- Choose Setup > Projects: Project Templates and click Add
- In the General tab, enter the following:
- ID,
- Name
- Tracking status
- and other settings
- In the Application drop-down, select Tax (AU),
- For Company:
- Type: Company Tax Return
- Subtype: Company Tax Return, or Consolidated Group Notification
- For Trust:
- Type: Trust Tax Return
- Subtype: Trust Tax Return, or Closely Held Trust TFN Report
- For Interposed Entity Election (standalone form):
- Type: Interposed Entity Election
- For Family Trust Entity Election (standalone form):
- Type: Family Trust Entity Election
- For Fringe Benefits Tax Return
- Type: Fringe Benefits Tax Return
- Other entities, choose Type: None
- Select Save
Was this article helpful?
Thank you for the feedback!