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As a result of some new government measures and tax agent consultations, we have incorporated the following enhancements into the Pre-filling report 2013.
We will display contractor payment information reported to us by businesses in the building and construction industry in the Taxable payments annual report.
For contractors receiving payments from multiple businesses in the industry, it may take some time for all this information to be reported.
The private health insurance rebate and the Medicare levy surcharge are now income tested. We will display the more detailed information that health insurance providers are now required to report.
We expect clients to receive their statements from their providers by mid-July – however, it may take a few weeks after this for the information to be available for pre-filling.
Changes to the Employment termination payment summary have triggered the amalgamation of three fields into the new Employment termination payment code – representing the type of payment made to the employee.
If you notice the Employment termination payment code is missing from the report, you or your client will need to seek this information from the employer.
The new Dad and partner pay will be available for pre-filling.
We are aware of scenarios where the figures provided in the pre-filling report may not suit your clients' circumstances. Details are outlined at Calculating ATO interest and are also accessible via a message and link in the pre-filling report.
When there is an investment with more than one investment owner (for example, joint accounts) the gross amount is apportioned according to the number of investors. When there is only one investment owner, the amount displayed in the apportioning field in previous years' pre-filling reports was nil.
The apportioned amount for one investment owner will now be the same as the gross amount.
For several years you have been asking how we can make the pre-filling report shorter without losing any detail – the following changes have been made as a result.
In previous years, most sections of the report were mandatory. This meant the section heading would display along with the available information, or with a message that ‘no data exists for this section’.
From this year, the only mandatory sections of the report are the ‘Taxpayer details’ section and the 'Medicare benefit tax statement' details for T6. All other sections of the report will only display if data is available.
Sections of the report have been rearranged to align more closely with the way you told us you prepare your clients' tax returns.
Previously, this section displayed a summary (totals) of the income and tax-withheld amounts from various sources – itemised details were shown in their relevant sections in the report.
Feedback indicated this summary was unreliable and often incomplete, so you instead referred to the detailed sections in the report.
This section displayed a summary of deductible amounts reported on payment summaries and reminders of work-related letters sent to clients during the year.
To be consistent with the removal of the Income summary section, this section has also been removed.
Information unique to this section – reminders about work-related letters – has been moved to the renamed ‘ATO-held information’ (formerly ‘Other information’) section.
With the removal of the Income summary, a new section has been created for class rulings. This new section will be adjacent to the 'Share disposals' section.
A small number of agents mistakenly thought the ‘Received’ date for some data types related to the date of the payment or event – for example, dividend payments. The date displayed is actually the date the data was available for pre-filling, so the date reference has been changed accordingly to avoid confusion.
Data in this section is all sourced from ATO systems. The section has therefore been renamed ‘ATO-held information’.
This change will allow agents who print the report in greyscale to differentiate between data sections more easily.
Note: For information on how to print the report so that it displays the same as on the screen, refer to Printing the pre-filling report.
For more information about prior-year pre-filling reports, refer to:
For general information about pre-filling, refer to Pre-filling service - Tax Agent Portal.
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