1. Open a client.

2. In the Client tab, click the Tax Returns tab.

   UI Text Box
   type note
   If there is an Agent code error, the Tax agent may not be authorised. Click the red hyperlink in the Return Details > Agent Code field to open the PLS Agent Settings and Cloud Software Authorisation window and authorise the agent.

3. In the Tasks bar on the left, click Download & Save to download the pre-fill report.

4. In the Return Details section, the Pre-fill Status will update as the download completes. See Navigating the Pre-fill Manager > Homepage > Pre-fill Status for more information.

5. Once the pre-fill report is ready, you can click the Open link in the Pre-fill Report field. The Date Downloaded field also updates.

Encountering download errors

If there is a download error, the Pre-fill Status field will show “Download error”. You can click this link to display details on the error to help you troubleshoot the issue. See Pre-fill errors for more information.

After following the steps outlined above in “To download the pre-fill report”, click Pre-fill into Tax. Follow the steps as shown in Pre-filling into Tax.

1. Navigate to the client’s Tax Returns tab.

2. Check in the Return Details section (in the bottom half of the tab) that the Pre-fill Status is “Ready to pre-fill”.

3. In the Tasks bar on the left, click Pre-fill into Tax. The pre-fill information is populated into the tax return. You'll see a notification message depending on the pre-fill status and tax return status. See the following table for details.

   Pre-fill Status	Tax return status	Message	Actions you can take
   N/A	Completed	Return is completed, return status needs to be changed before pre-filling.	Change the status of the tax return and try again.
   Ready to pre-fill (tax return not yet rolled forward)	Any status other than Completed	Selected return is not rolled forward yet. Do you want to roll forward and pre-fill now?	You can choose to roll forward and pre-fill.
   Ready to pre-fill (tax return rolled forward)	Any status other than Completed	Pre-fill return for (tax return name)?	Confirm that you wish to pre-fill this return.
   Pre-fill complete	Any status other than Completed	(Tax return name) has already been pre-filled. Do you want to pre-fill and overwrite the return?	Confirm that you wish to overwrite the pre-fill data.
   Pre-fill error	Any status other than Completed	Pre-fill return for (tax return name)?	Confirm that you wish to pre-fill this return.
   Pre-fill failed, but return(s) previously 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?	Confirm that you wish to overwrite the pre-fill data.

4. If there is an error, the Pre-fill Status field will show a Pre-fill error link. Click the link for details on the error to help you troubleshoot the issue. See Pre-fill errors for more information.
5. If the pre-fill was successful, the Pre-fill Status will change to “Pre-fill complete”. The Date Pre-filled field also updates.
6. 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.