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  • Pre-filling your online tax return

    When you lodge online with myTax we pre-fill your return with information we already have and uploaded records from the myDeductions record-keeping tool. Pre-filling can make doing your tax return easier and more accurate.

    We partially complete your tax return using information from:

    • organisations such as employers, banks, health funds and government agencies
    • the ATO app's myDeductions tool
    • your ATO accounts activity and previous tax returns.

    How much information we can pre-fill depends on when we receive information and when you lodge your return.

    Information is usually available within a couple of days of it being reported to us. Most information is available by mid-August.

    Organisations who report to us must provide it by certain dates, for example:

    • employers must provide us with details of payment summaries by 14 August
    • banks, credit unions and share registries must send us information about your investments by 31 October.

    Many organisations send us their information much earlier.

    Check if we've received information about your government payments, health funds and investment income by checking the Pre-fill availability page, or starting your myTax return.

    myDeductions tool

    You can upload your completed records directly to myTax from the myDeductions tool. The myDeductions tool is a record-keeping tool that helps you keep all your electronic records in one place during the income year for:

    • all work-related expenses (including car trips)
    • interest and dividend deductions
    • gifts or donations
    • costs of managing tax affairs
    • other deductions.

    See also:

    Before you finalise your return:

    • review your pre-filled information
    • include any missing details and update incorrect details
    • if you believe there is a discrepancy, contact the organisation who provided the information and ensure any corrections are sent through to us.

    Next step:

    Watch:

    This video is about Tax Tip - Pre-filling

    Duration 1m3s. Video transcript – Tax tip – Pre-filling is also available.

    What if the pre-filled information is wrong?

    You should always check any pre-filled information against your own records. You can amend or delete your pre-filled information if you have more current information.

    It is important you contact the organisation providing the data and resolve any discrepancies before lodging your return. The organisation must correct the error as we check the information they give us matches your tax return.

    If we identify data that doesn't match, we will seek clarification from you.

    For example, if we pre-fill $24 interest from your bank and your own records and statements say you received only $12, you should query this with the bank – it's possible they recorded your account in one name, when it's actually a joint account.

    If you need the full account details to query an amount with the information reporter, you can phone us on 13 28 61 for details.

    Watch:

    This video shows the best time to lodge with myTax

    Last modified: 29 Jun 2018QC 32084