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Category A and B positions relating to losses

Last updated 24 August 2021

Prior year losses deducted or applied

You may have to disclose a Category A reportable tax position if, in its tax return, your entity has either or both:

  • deducted prior year tax losses
  • applied prior year unapplied net capital losses to reduce the net capital gain included in its assessable income.

Only material positions must be disclosed.

Prior year losses carried forward

You don't need to disclose on the schedule any prior-year tax losses or prior-year net capital losses carried forward to later income years in your entity's tax return.

Current year loss position

Your entity may still have a reportable tax position that must be disclosed even if it reports a loss and potential adjustment that doesn't change its income tax liability for that income year. You must consider if your entity has any material positions and disclose them, even if your entity is in a loss year.

QC65144