- Created by Suchi Govindarajan, last modified by MartinW on Sep 21, 2018
https://help.myob.com/wiki/x/vTSEAQ
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The Pre-fill Manager homepage displays a list of Individual Tax Returns that haven't been completed yet. This page explains everything you can see and do in the Pre-fill Manager.
Column name | Description |
|---|---|
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:
|
Pre-fill Report | Contains a link to the pre-fill report after clicking Download & Save if 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 client's ABN. |
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. |
Section | Function | Description |
|---|---|---|
Homepage | Save homepage | Saves the current layout applied to the homepage. |
Reset homepage | Resets the layout to the default and removes filtering. | |
Pre-fill | Download & Save | Downloads the pre-fill report from the ATO Tax Agent Portal, and saves as a PDF. To open the report, click 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 displays 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 lets the onboarding process to run again. The request frequency for the Activity Statement report can also be defined here. Daily" retrieves the report each day, and Never disables the retrieval request. |
Report File Settings | Displays a wizard to define where to save pre-fill reports for each client. | |
Help | What will be pre-filled? | Opens a webpage displaying the supported schedules and fields that can be pre-filled. See What data pre-fills into Tax? |
Searching for a client
The client search in Pre-fill Manager is identical to the Tax Client - Search homepage. For more information on searching clients, see Locating the Tax client.
Grouping data
Just like the other homepages, you can use columns to group the listed items. See Organising your data.
Using the field chooser
To add, remove and rearrange columns in the display table, you can use Field Chooser. See Customising a display table.
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