Pre-filling service - Tax Agent Portal

Discrepancies or errors

There may be instances when your client may not recognise some of the information provided in the pre-filling report - for example, they may be unfamiliar with an amount of interest. Our analysis has revealed this is commonly caused by the following:

• interest bearing securities reported by share registries rather than a bank
• bank accounts or investments that have been overlooked by an investor
• bank accounts or investments that have been established on behalf of your client, but are unknown to them.

If you do not understand or agree with the pre-filling data:

• check your client's records or statements to work out the cause of the discrepancy
• ask your client to clarify the discrepancy with the information provider
• check the current data issues section for any updates about identified pre-filling data issues that may be affecting your clients.

If you are still unable to resolve your problem, contact us. We have an issues management process to ensure your questions or concerns are resolved.

We routinely conduct information matching to identify differences between the information in lodged tax returns and the information we receive from external information providers - when we identify a discrepancy we seek clarification from the taxpayer.

This process will not change - however, we anticipate pre-filling will reduce the number of these discrepancies by ensuring both we and your clients have the same information at the same time.

Pre-filling does not alter your current responsibilities to provide a complete and correct tax return for your client. If we audit a lodged return and find errors, we may consider whether the taxpayer or their agent had accessed pre-filling information that they chose to omit from the return when applying any penalties or interest.