2011 Company, Trust or Partnership Tax Return Checklist

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• Key dates

  • February 28, 2012
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for new registrant (taxable and non-taxable) SMSFs.
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for new registrant (taxable and non-taxable) head company of a consolidated group.
    • Annual GST ReturnAnnual GST Return
      
      
      Annual GST return or information report if taxpayer does not have an income tax return lodgment obligation (if taxpayer has an income tax return obligation, this return/report must be lodged by the lodgment due date of the income tax return).
    • Super Guarantee StatementSuper Guarantee Statement
      
      
      Superannuation guarantee charge (SGC) statement - quarterly for quarter 2, 2011-12 (if required contributions were not made by the due date).
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for members of a consolidated group - who exit the consolidated group for more than one day during the financial year.
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for non-taxable head company of a consolidated group - including new registrants - that has a member who has been deemed a large/medium business taxpayer in the latest year lodged.
    • Q2 Instalment NoticeQ2 Instalment Notice
      
      
      Quarterly instalment notice - form R, S or T - for quarter 2, 2011-12 - lodgment only required if varying the instalment amount.
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for non-taxable large/medium business taxpayers as per latest year lodged - all entities other than individuals.
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for new registrant large/medium business taxpayers.
    • Q2 Activity StatementQ2 Activity Statement
      
      
      Quarterly activity statement, quarter 2, 2011-12 - all lodgment methods.
  • March 21, 2012
    • February Activity StatementFebruary Activity Statement
      
      
      Monthly activity statement for February 2012.
  • March 31, 2012
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for individuals and trusts which were tax level 6 as per latest year lodged (excluding large/medium business trusts).
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for head company of a consolidated group that does not have a member who has been deemed a large/medium business taxpayer in the latest year lodged, but does have a member who had total income in excess of $2 million in latest year lodged (unless due earlier).
    • Income Tax Return DueIncome Tax Return Due
      
      
      Income tax return for companies and super funds with total income in excess of $2 million in latest year lodged (excluding large/medium business taxpayers).
  • April 21, 2012
    • March Activity StatementMarch Activity Statement
      
      
      Monthly activity statement for March 2012.
    • Q3 PAYG IASQ3 PAYG IAS
      
      
      Quarterly PAYG instalment activity statement - head companies of consolidated groups - quarter 3, 2011-12.

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