Tax Australia: Create and lodge future year returns

For example, a 2025–2026 tax return may be lodged before the end of the 2026 financial year.

A future year lodgement must be made no later than the 15th June.

For future year FBT returns, the lodgement must be made no later than the 31st March.

Create the new return for a future year to the future matter. The matter will have all the available future year return types enabled.
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If there is an existing current year tax form, the return can be rolled over to the future year tax form.
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Prefill data will not be available for early lodged returns.

Once the future tax form has opened, a reminder message will display inside the form stating:

Important Reminder

The return has been created as a future year (20**) form and will need to be lodged before 15 June 20**. If this return has not been lodged by then, the return will be converted to the regular 20** form an may result in loss of data.
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NOTE: Any lodgements made after this date may be subject to loss of data as the return will automatically be converted to the 1st July 20** updated forms.
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In the ATO printout of the return, the current year will be crossed out and marked with future year in accordance to the ATO requirements. The client copy printout will display as the future year 20**.
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Lodge future return . The differentiator is the return will now display as part of the current year 20** tax matter in Batch Processing.
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