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:

• 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.

Section

Function

Description

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?