Pre-filling service - Tax Agent Portal

About pre-filling

Pre-filling is a service we provide to make it easier for you to complete your clients' individual tax returns. The pre-filling service provides information about your clients' income and expenses that we have obtained from various organisations. We also have other information that can be used to complete your clients' tax returns, including previous years' tax return data.

You can view your clients' details by requesting the 'pre-filling report' that is available in the Tax Agent Portal. The information in the report is displayed as a summary that can be:

• viewed online
• viewed in a spreadsheet application, where you can add or amend data as required
• imported directly into your proprietary tax management software if it is part of your software capability.

You can:

• review pre-filled data
• amend pre-filled data if necessary
• add any missing income details.

You should use the report as a tool to help your clients meet their tax obligations - however, you should not rely solely on the information it contains. The information provided may be incomplete because: an organisation has not supplied data we could not match the information to the records we have for your client the information did not pass all processing checks.