Pre-filling into Tax

After downloading the pre-fill report, you can use the downloaded information to pre-fill into Tax.

1. Select the Tax return you wish to pre-fill. It should have a Pre-fill Status of “Ready for Pre-fill”.


You will not be able to select the return if:

• the return is currently downloading or pre-filling

• the Return Name, Client Code, Agent, or TFN is blank

• the Agent is not onboarded.

2. Click Pre-fill into Tax in the Tasks bar.

3. You will see a notification message depending on the status of your selected return(s). Refer to the following table to see when you will be prompted.

Pre-fill Status	Return status	Message (single return)	Message (multiple returns)
Received, return not yet rolled forward	Not completed	You can choose to roll forward and pre-fill.	For those returns not yet rolled forward, you can choose to: Roll forward and pre-fill all returns Skip the returns that are not yet rolled forward Cancel the pre-fill.
Received, return rolled forward	Not completed	Confirm that you wish to pre-fill this return.	Confirm that you wish to pre-fill the selected returns.
Pre-fill complete	Not completed	Confirm that you wish to overwrite the pre-fill data.	Confirm that you wish to overwrite the pre-fill data in the selected returns.
Pre-fill error	Not completed	Confirm that you wish to pre-fill this return.	Confirm that you wish to pre-fill the selected returns.
Pre-fill failed, but return(s) previously pre-filled	Not completed	Confirm that you wish to overwrite the pre-fill data.	Confirm that you wish to overwrite the pre-fill data in the selected returns.
Multiple statuses, including returns with pre-fill errors and weren’t successfully pre-filled	Not completed	N/A	Confirm that you wish to pre-fill the selected returns.
Multiple statuses, including returns with pre-fill errors and returns that were previously pre-filled	Not completed	N/A	Confirm that you wish to overwrite the pre-fill data in the selected returns.

 


Click Yes to proceed, or No to close the dialog and resolve the issue.

5. The Pre-fill Status will change to “Pre-filling…”

6. When the pre-fill is finished, the Pre-fill Status will change to “Pre-fill Complete”, and the Date Pre-filled will change to today’s date.

If there are any issues during the pre-fill process, an error message will display with a link. See Pre-fill errors for more information.

7. Click the Return Name link to open the Tax Return.

8. 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.

Deleting pre-filled data in a tax return

If you would prefer not to use the pre-filled data, delete the schedule. See Deleting Schedules for more information.