The Pre-filling report 2011 included the following changes:
Share disposals (new section)
We trialled the provision of some share disposal transactions to remind taxpayers about capital gains tax events that may have occurred during the year. Not all transactions were included in this trial.
Family tax benefit (new section)
From late July, we provided the periods your client was registered to receive family tax benefit part A from Centrelink to help you work out whether your client is eligible for the education tax refund.
Employee share scheme (ESS) (new section)
Details were pre-filled to the relevant labels. A subscription service providing ESS news and updates is also available.
Parental leave payments
Parental leave payments made by employers and Centrelink are now displayed in the pre-filling report. Payments made by employers are reported as part of the gross amount on the payment summary, not as separate amounts.
Tax-free government pensions
Tax-free pensions from Centrelink and the Department of Veterans' Affairs (DVA) are displayed for the relevant income test related item (label IT3) and in the government section.
All Centrelink tax-free pensions were available in 2011, along with most DVA tax-free pensions. We are working to make all DVA tax-free pension data available in the 2012 report.
Foreign employment income
Details reported on the foreign employment income payment summary are now pre-filled to the relevant label. However, income reported as 'joint petroleum development area' payments cannot be pre-filled to a label because of the complexities associated with residency considerations and the relevant tax offsets.
Non-super annuities
Details are now pre-filled to the relevant label, along with the existing data about super income stream payment summaries. The total of these amounts will be displayed in the income summary.
Ongoing weekly extracts of prior year data
From 1 July, both the 2011 and 2010 reports had weekly extracts of prior year income tax return data to ensure you receive the most current information. This includes the overdue tax returns reminder message. The 2008 and 2009 prior year data remains static.
ATO interest
ATO interest has undergone some display changes in the pre-filling report. ATO interest amounts are now combined and displayed as either assessable or deductible amounts, rather than separating them by type. You can still view a breakdown of interest types (for example, general interest charge, shortfall interest charge, or late payment interest) by using the 'client account' function in the tax agent portal.
Payment summary and investment data dates
From 2011, we included the dates each individual payment summary and investment record relates to. This will be especially helpful where multiple records have been reported.
Last Modified: Tuesday, 4 September 2012