1. Open a client and click the Tax Returns tab.

   UI Text Box
   type note
   If you get 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.

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

   In the Return Details section, the Pre-fill Status will update as the download completes. See Pre-fill Status in Navigating the Pre-fill Manager.

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

I'm getting download errors!

If you see Download error in the Pre-fill Status field, click the link to display details to help you troubleshoot the issue. See Pre-fill errors.

After following the steps above to download the pre-fill report, click Pre-fill into Tax. Follow the steps in Pre-filling into Tax.

1. Go 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. On the Tasks bar, 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 want 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 want to overwrite the pre-fill data.
   Pre-fill error	Any status other than Completed	Pre-fill return for (tax return name)?	Confirm that you want 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 want to overwrite the pre-fill data.

   
   If the pre-fill was successful, the Pre-fill Status will change to Pre-fill complete. The Date Pre-filled field also updates.

4. If there's an error, click the link in the Pre-fill Status field for details on the error to help you troubleshoot the issue. See Pre-fill errors.
5. Once in Tax, press F3 to validate the tax return and review the pre-fill data before completing and lodging. The Validation summary window displays fields that have been pre-filled and any errors that need to be resolved.