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sandra_p's avatar
sandra_p
Trusted Cover User
2 years ago
Solved

Amending an Individual Tax Return

I need to amend a 2021 individual tax return. The client received a commonwealth super pension and the 'Australian Superannuation Income Stream Payment Summaries' screen was completed incorrectly. Th...
  • Manikumar's avatar
    Manikumar
    2 years ago

    Hi sandra_p 

     

    Thank you for the post!

     

    Unfortunately, we cannot delete the schedule from the amended return, it has to be deleted from the original return before creating the amendment.

     

    Please follow the below steps to delete the schedule from the original and create an amendment.

     

    1) Delete the existing amended return.

    2) Open the original return and mark it as in-progress/not lodged (Lodgement>update>IPTCF forms>single return>in progress/not lodged).


    Note: You will see a prompt, this form has been lodged cannot be lodged electronically. click ok to proceed.

    3) Delete the schedules as required, and then mark the return as Lodged following the same process as above
        (Lodgement>update>IPTCF forms>single return>Lodged).
    4) create the amended tax return.

     

     

    Kind Regards,

    Manikumar
    Support Analyst
    MYOB Australia Pty Ltd

Manikumar's avatar
Manikumar
MYOB Staff
2 years ago

Hi sandra_p 

 

Thank you for the post!

 

Unfortunately, we cannot delete the schedule from the amended return, it has to be deleted from the original return before creating the amendment.

 

Please follow the below steps to delete the schedule from the original and create an amendment.

 

1) Delete the existing amended return.

2) Open the original return and mark it as in-progress/not lodged (Lodgement>update>IPTCF forms>single return>in progress/not lodged).


Note: You will see a prompt, this form has been lodged cannot be lodged electronically. click ok to proceed.

3) Delete the schedules as required, and then mark the return as Lodged following the same process as above
    (Lodgement>update>IPTCF forms>single return>Lodged).
4) create the amended tax return.

 

 

Kind Regards,

Manikumar
Support Analyst
MYOB Australia Pty Ltd