The Pre-fill Manager homepage displays a list of Individual Tax Returns that haven't been completed yet. You can select a return (or multiple returns) and download their pre-fill report, and then pre-fill those details into Tax. | UI Expand |
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| title | Pre-fill Manager Homepage columns |
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| Column name | Description |
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Return Name | The name of the Tax Return. Click the link to open the return in Tax. | Client Code | The client code that is associated with the tax return. Click the link to open the Client in Practice Manager. | Agent | The Agent assigned to this Tax return. | TFN | The Tax File Number for the return. | Return Status | The status of the tax return. | Pre-fill Status | The status of the pre-fill report request. The list of available statuses are: Not requested - no action taken by the user Downloading - the report has been requested and is being downloaded from the ATO Ready to pre-fill - the download is complete and the report is available for viewing Download Error - an issue has occurred during the download. Click the link to view details of the error. Pre-filled - the tax return has been successfully prefilled. Importing - the tax return is currently being populated with the pre-fill data Import Error - the pre-fill import has failed.
| Pre-fill Report | Contains a link to the pre-fill report after clicking Download & Save and the download was completed successfully. | Date Downloaded | The date of the last successfully downloaded pre-fill report. | Date Pre-filled | The date of the last successful pre-filling of the Tax return using pre-fill data. | ABN | The ABN of the client. | Company | The Company that will service the client. | Date Due | The due date of the tax return. | Department | The department this tax return is assigned to. | Employee | The employee that this tax return is assigned to. | Family Group | The Family Group that the client is part of. | Manager | The Manager of the employee assigned to this return. | Office | The office of the assigned tax agent. | Partner | The partner of the client. |
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| title | Tasks bar on the left |
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| Section | Function | Description |
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Homepage | Save homepage | Saves the current layout applied to the homepage. | Reset homepage | Resets the layout to the default and remove filtering. | Pre-fill | Download & Save | Downloads the pre-fill report from the ATO Tax Agent Portal, and saves it in a PDF format. You can open this report by clicking the link in the Pre-fill Report column. | Pre-fill into Tax | Populates the tax return with pre-fill information from the ATO Tax Agent Portal. The Pre-fill Status column shows the progress of the pre-fill. | Settings | PLS Agent Settings | Displays the list of ABNs and Agents for the Practice if they have completed the Cloud Authorisation onboarding process and allows the onboarding process to be run again. The request frequency for the Activity Statement report can also be defined here. "Daily" retrieves the report each day, and "Never" will disable the retrieval request. | Report File Settings | Displays a wizard that lets you define where to save pre-fill reports for each client. | Help | What will be pre-filled? | Opens a webpage showing the supported schedules and fields can be pre-filled. See What data will be pre-filled into Tax? |
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