Other Client Info workpaper

The Other Client Info workpaper records information the client has provided that does not come from ATO Prefills or any other dedicated ITR workpaper.

Sections

The workpaper has four sections:

• All Other Income & Wages

• PSI Income (personal services income)

• ABN/Business Income

• Deferred Non-Commercial Losses

In the first three sections, each entry has:

• Date

• Description

• Amount

• Supporting document or link

The supporting document or link stays accessible from the entry it belongs to.

Totals

• Other Income: the total of all Other Income & Wages entries

• Net PSI Income: calculated from the PSI entries

• Net ABN Income: calculated from the ABN/Business Income entries

• Deferred non-commercial business losses: recorded in their own section

Where the values go

Other Income, Net PSI Income, Net ABN Income and deferred non-commercial losses flow to the ITR Summary.

Note: Client-provided amounts are not automatically added again if they are already included through ATO Prefills.

How to access

• Go to Jobs and open the relevant job.

• Click the Workpapers icon or navigate to Job Results then Workpapers.

• Select Other Client Info on the Workpapers Dashboard.