Pre-filling is a service we provide to make it easier for you to meet your tax obligations and claim your entitlements. Pre-filling partially completes your tax return for you and all you have to do is review it and add any missing details.
Many organisations are required by law to report your income details to us. We also have other information that can be used to help complete your tax return.
You will have the opportunity to request the pre-filling service at the beginning of your e-tax interview. There will also be a pre-filling button below the navigator bar that will allow you to pre-fill information during the interview process.
The pre-filling service downloads your information into e-tax and completes or partially completes the relevant items. The information is displayed to you in a summary. You can:
review the pre-filled information
amend the pre-filled information (if necessary), and
add any missing details.
You must review all of your pre-filled information. It may be incomplete because:
an organisation has not provided your information to us
we could not match the information to your record, or
the information did not pass all processing checks.
It is your responsibility to ensure the accuracy of the information on your tax return.
You still need to keep receipts and paper records to support your claims. For more information, go to Keeping your tax records.
Changes to pre-filling in 2009
In addition to the range of information which was available for pre-filling in 2008, the 2009 e-tax pre-filling service will also provide the following information:
PAYG payment summaries which have been sent to us on a paper form will now be treated the same as those which have been lodged electronically and will be available for pre-filling directly into the relevant item on your e-tax return
private health insurance rebate details will be included at the relevant items
rental property address details from your 2007–08 rental property schedule will be included
PAYG income tax instalments will be displayed as information for you to review
reminders of letters that we have sent you throughout the year in relation to your work-related expenses and whether you need to submit a schedule of work-related expenses this year.
We have also upgraded our alerts service, which allows you to subscribe to receive free email or SMS alerts when more of your information becomes available for pre-filling. This year if you choose the email subscription option we will actually tell you what type of information is available or has been updated, rather than just letting you know that new or updated information is available.