Returns

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Return

Deleting pre-filled data in a tax return

If you would prefer not to use the pre-filled data, delete the schedule. See Deleting Schedules for more information.

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After downloading the pre-fill report, you can use the downloaded information to pre-fill into Tax.

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Any existing pre-fill information in a Tax Return will be overwritten.

Select the Tax return you wish to pre-fill. It should have a Pre-fill Status of “Ready for Pre-fill”. You will not be able to select the return if:

- the return is currently downloading or pre-filling
- the Return Name, Client Code, Agent, or TFN is blank
- the Agent is not onboarded.
Click Pre-fill into Tax in the Tasks bar.
You will see a notification message depending on the status of your selected return(s). See the Pre-fill notification message matrix below for more information.
Click Yes to proceed, or No to close the dialog and resolve the issue.
The Pre-fill Status will change to “Pre-filling…”
When the pre-fill is finished, the Pre-fill Status will change to “Pre-fill Complete”, and the Date Pre-filled will change to today’s date.
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If there are any issues during the pre-fill process, an error message will display with a link. See Pre-fill errors for more information.
Click the Return Name link to open the Tax Return.
Once in Tax, press [F3] to validate the Tax return and review the pre-fill data before completion and lodging. The Validation summary window will display, showing any errors that need to be resolved. It will also show any fields that have been pre-filled.

Pre-fill Status

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Pre-fill data cannot be edited in a schedule. Pre-filled values in the Return Properties can be edited, and their “Pre-filled” label will be removed afterwards.

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title	Pre-fill notification message matrix

Pre-fill Status	Tax return status	Message (single return)	Message (multiple returns)

Received, return

Actions you can take (single return)	Actions you can take (multiple returns)
Ready to pre-fill (return not yet rolled forward

Not completed

)

Any status other than Completed

Selected return is not rolled forward yet. Do you want to roll forward and pre-fill now?

X of your Y selected returns are not rolled forward yet.

Choose "Yes" to roll forward and pre-fill all returns, "Skip" to skip returns not rolled forward and pre-fill the rest, "No" to cancel the pre-fill.

You can choose to roll forward and pre-fill.

For those returns not yet rolled forward, you can choose to:

Roll forward and pre-fill all returns
Skip the returns that are not yet rolled forward
Cancel the pre-fill.

Received,

Ready to pre-fill (return rolled forward

Not completed

)	Any status other than Completed	Pre-fill return for (tax return name)?	Pre-fill returns for X clients?	Confirm that you wish to pre-fill this return.	Confirm that you wish to pre-fill the selected returns.
Pre-fill complete

Not completed

(one or multiple returns, and all returns can be pre-filled)	Any status other than Completed	(Tax return name) has already been pre-filled. Do you want to pre-fill and overwrite the return?	X of Y selected returns have already been pre-filled. Do you want to pre-fill and overwrite these returns?	Confirm that you wish to overwrite the pre-fill data.	Confirm that you wish to overwrite the pre-fill data in the selected returns.
Pre-fill error

Not completed

(none previously pre-filled)	Any status other than Completed	Pre-fill return for (return name)?	Pre-fill returns for X clients?	Confirm that you wish to pre-fill this return.	Confirm that you wish to pre-fill the selected returns.
Pre-fill

failed, but return(s)

error (some or all returns previously pre-filled

Not completed

)	Any status other than Completed	(Tax return name) has already been pre-filled. Do you want to overwrite it?	X of Y selected returns have already been pre-filled. Do you want to pre-fill and overwrite these returns? All X selected returns have already been pre-filled. Do you want to pre-fill and overwrite these returns?	Confirm that you wish to overwrite the pre-fill data.	Confirm that you wish to overwrite the pre-fill data in the selected returns.
Multiple statuses, including

returns with pre

Ready to Pre-fill

errors and weren’t successfully

and Pre-fill Error (but not previously pre-filled

Not completed

)	Any status other than Completed	N/A	Pre-fill returns for X clients?	N/A	Confirm that you wish to pre-fill the selected returns.
Multiple statuses, including

returns with pre-fill errors and returns that were previously pre-filled

Not completed

N/A

:

Ready to Pre-fill and/or Pre-fill error (not successfully pre-filled)

Pre-filled and/or Pre-fill Error (previously successfully pre-filled)

Any status other than Completed

N/A

X of your Y selected returns have already been pre-filled. Do you want to pre-fill and overwrite these returns?

N/A

Confirm that you wish to overwrite the pre-fill data in the selected returns.

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Deleting pre-filled data in a tax return

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Returns

Activity Statements

Forms and Schedules

Using MYOB AE/AO Tax