What data pre-fills into Tax?

Death benefit ETP paid to a trustee of the deceased estate won't be pre-filled.

Schedule: Employment termination payment for individuals schedule (PY)

Pre-fill data:

• Payer name

• Payer ABN

• Date of payment

• Payment code

• PAYGW - EMP-Taxable-component

• PAYGW - Tax Withheld

For pre-fill availability, refer to Government agency data on the ATO website.

Schedule: Annuities and superannuation income streams worksheet (asi)

Pre-fill data:

• Payer ABN

• Payer Name

• Gross Payment

• Tax withheld

The details to calculate the offset at T2 must be entered manually.

Schedule: Annuities and superannuation income streams worksheet (asi)

Pre-fill data:

• Payer Name

• Payer ABN

• PAYGW - SPN-taxable-component-taxed-element

• PAYGW - SPN-taxable-component-untaxed-element

• PAYGW - SPN-Lump-Sum-arrears-taxed-element

• PAYGW - SPN-Lump-Sum-arrears-untaxed-element

• PAYGW - Tax Withheld

Schedule: Superannuation lump sum schedule (PL)

Pre-fill data:

• Payer Name

• Payer ABN

• SLS - death benefit was made to a non-dependant

• SLS - taxable-component-taxed-element

• SLS -taxable-component-untaxed-element

• PAYGW - Date of payment

• PAYGW - Tax Withheld

This is identical to CSV pre-fill.

For pre-fill availability, see Financial institution data (interest income) – short list on the ATO website.

Schedule: Interest Income worksheet (int) - Individuals, Interest Income worksheet (int) - Entites

Pre-fill data:

• Financial institution

• Account name

• Account number

• TFN withheld amount

• Gross interest

• Number of account holders

For some dividends, CGT deduction is also included in the report but isn't pre-filled.

For pre-fill availability, see the ATO Company data (dividend income) – short list page.

Schedule: Gross dividends worksheet (div)

Pre-fill data:

• Company name

• Exploration credits

• Unfranked dividends

• Franked dividends

• TFN withholding

• SRN/HIN number

• Account name

• Number of account holders

Schedule: Exploration Credits

Pre-fill data:

• Exploration credits

Schedule: Employee Share Schemes worksheet (emp)

Pre-fill data:

• Employer’s name

• Employer’s ABN

• Discount from taxed up front schemes - eligible for reduction

• Discount from taxed up front schemes - not eligible for reduction

• Discount from referral schemes

• Discount on ESS interests acquired pre-2009

• TFN amounts withheld from discounts

If there are multiple investment owners, the pre-filled amounts will be apportioned. Not all foreign-sourced income is pre-filled because of data entry limitations.

Schedule: Distributions received from trusts worksheet (dit)

Pre-fill data:

• Trust name

• Non-Primary Production Income Amount

• Other Deductions Amount

• Franking Credits Amount

• TFN Withheld Credit Amount

• Credit Tax Paid by Trustee Amount

• Credit Foreign Resident Withholding Amount

• National Rental Affordability Scheme Tax Offset Amount

• Credit Tax Withheld ABN Unquoted Amount

• Primary Production - Net income from trusts

• Primary Production - Other deductions

• Franked distributions from trusts

• Capital gains discounted method

• Capital gains other method

• Exploration credits

• Other Income

• Share of Foreign Resident Capital Gains Withholding credits

• Share of Early-stage investor tax offset

• Share of Early-stage venture capital limited partnership (ESVCLP) tax offset

Schedule: Interest Income worksheet (int) - Individuals, Interest Income worksheet (int) - Entites

Pre-fill data:

• Interest on overpayments

• Interest on early payments

• Delayed refund interest

Schedule: Tax withheld - lump sum payments in arrears worksheet (poi)

Pre-fill data:

• GIC SIC LPI Credit Amount

Schedule: ATO interest deduction worksheet (pid)

Pre-fill data:

• GIC SIC LPI Debit Amount

Claim code isn't pre-filled.

For pre-fill availability, see the ATO Health fund data page.

Schedule: Private health insurance policy details (phi)

Pre-fill data:

• Insurer ID

• Membership number

• Benefit code

• Rebate received

• Premiums eligible for rebate

Schedule: HECS-HELP, SSL, TSL and SFSS worksheet (hec)

Pre-fill data:

• HELP Balance

• SFSS Balance

• SSL Balance

• ABSTUDY SSL Balance

• TSL Balance

If the ATO hasn't provided a value for the latest year, Tax won't do the pre-fill. If you don't review the averaging details at Return Properties > Estimate > PP Averaging after pre-fill, pressing F3 gives you a validation error. Click Edit or OK to clear the message.

Schedule: Primary Production Averaging

Pre-fill data:

• PP Averaging in the Estimate tab

If the ATO hasn't provided a value for the latest year, Tax won't do the pre-fill. If you don't review the averaging details at Return Properties > Estimate > Div405 Averaging after pre-fill, pressing F3 gives you a validation error. Click Edit or OK to clear the message.

Schedule: Div 405 Averaging

Pre-fill data:

• Div 405 in the Estimate tab