For client who receive super income stream, the tax offset does not show on the PAYG summary, and we need to check & calculate ourselves.

  • 1) check on the ATO to see if client is eligible for any tax offset – link

  • If yes, we need to:

  • 2) Calculate the offset – using ATO calculation tool
  • 3) Save the calculation result page to working paper
  • 4) Enter the tax offset amount manually in the tax return