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.

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. You'll see a notification message depending on the pre-fill status and tax return status. See the following table for details.

   Pre-fill Status	Tax return status	Message	Actions you can take
   N/A	Completed	Return is completed, return status needs to be changed before pre-filling.	Change the status of the tax return and try again.
   Ready to pre-fill (tax return not yet rolled forward)	Any status other than Completed	Selected return is not rolled forward yet. Do you want to roll forward and pre-fill now?	You can choose to roll forward and pre-fill.
   Ready to pre-fill (tax return rolled forward)	Any status other than Completed	Pre-fill return for (tax return name)?	Confirm that you wish to pre-fill this return.
   Pre-fill complete	Any status other than Completed	(Tax return name) has already been pre-filled. Do you want to pre-fill and overwrite the return?	Confirm that you wish to overwrite the pre-fill data.
   Pre-fill error	Any status other than Completed	Pre-fill return for (tax return name)?	Confirm that you wish to pre-fill this return.
   Pre-fill failed, but return(s) previously pre-filled	Any status other than Completed	(Tax return name) has already been pre-filled. Do you want to pre-fill and overwrite the return?	Confirm that you wish to overwrite the pre-fill data.

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.