Downloading reports and pre-filling data from the Tax Returns tab

You can also download a pre-fill report and pre-fill a tax return for an individual client in the Client > Tax Returns tab, instead of using the Pre-fill Manager homepage.

To download the pre-fill report

1. Open a client.

2. In the Client tab, click the Tax Returns tab.

If there is 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.

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

4. In the Return Details section, the Pre-fill Status will update as the download completes. See Navigating the Pre-fill Manager > Homepage > Pre-fill Status for more information.

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

Encountering download errors

If there is a download error, the Pre-fill Status field will show “Download error”. You can click this link to display details on the error to help you troubleshoot the issue. See Pre-fill errors for more information.

To pre-fill the tax return

After following the steps outlined above in “To download the pre-fill report”, click Pre-fill into Tax. Follow the steps as shown in Pre-filling into Tax.

1. Navigate 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. In the Tasks bar on the left, click Pre-fill into Tax.


The pre-fill information is populated into the tax return.

4. If there is an error, the Pre-fill Status field will show a Pre-fill error link. Click the link for details on the error to help you troubleshoot the issue. See Pre-fill errors for more information.

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

6. 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.