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Part B – Cancellation of transfer of losses

Instructions to complete the items 1 and 2 in Part B of the consolidated groups losses schedule.

Published 30 May 2024

1 Has the head company cancelled the transfer of a loss?

A head company can make a choice to cancel the transfer of a loss of a joining entity. If the choice is made, the loss cannot be used by any entity for an income year ending after the joining time; see sections 707-145 and 707-150 of the ITAA 1997.

Print X in the appropriate box either Yes or No at item 1 – label A.

If the answer is Yes, complete item 2.

If the answer is No, go to Part C – Ownership test and business continuity test.

2 Details of cancellation of transfer of losses

Write at item 2 – labels B, D, F and H the TFNs of those joining entities that had transfers of one or more losses cancelled during the income year.

If the transfer of losses was cancelled for more than 4 joining entities, write the TFNs for only the 4 joining entities that had the largest total amounts of cancellation of transfer of losses.

Write at item 2 – labels C, E, G and I, as required, the total amount of the cancellation of the transfer of one or more losses for joining entities whose TFNs are recorded at labels B, D, F and H respectively.

Continue to: Part C – Ownership test and business continuity test

 

 

QC101686