Pre-filling your online tax return
Pre-filling is where we partially complete your tax return for you, by automatically loading information into your myTax return using:
- current year information from organisations that report to us, such as employers, banks, and government agencies
- the data we have from your account activity and previous tax returns.
All you have to do is review your pre-filled information and add any missing details or update incorrect details.
Pre-filling is designed to make your tax return easier to complete and more accurate.
Pre-filling information is usually available within a couple of days of it being reported to us by other organisations. Most information is normally available by early August.
You can check the availability of pre-fill information for your government payments, health funds and investment income.
Duration 1m2s. Video transcript - Tax tip – Pre-filling is also available.
What information can be pre-filled?
We can pre-fill information about your salary and wages, interest credited to you by your bank, dividends from your shares, your private health insurance information and more.
How much we can pre-fill depends on when we receive information from your employer and other organisations and when you lodge your return.
By law, organisations who report your information to us must provide it by certain dates - for example:
- employers should provide us with details of payment summaries by 14 August
- banks, credit unions and share registries should send us information about your investments by 31 October.
Most organisations send us their information much earlier.
You can check which information is available to pre-fill by starting your online return.
Why should you use pre-filling?
Pre-filling of your tax return with reported information will help you by:
- downloading information to partially complete your tax return, ready for you to review
- putting most information directly to the correct items on your return, so you don't have to work out where to put it
- identifying lost or forgotten records and accounts, such as lost bank statements and payment summaries sent to previous addresses.
What if the pre-filled information is wrong?
If you think the pre-filled information is wrong, you should check it against your own records and contact the organisation that provided the data to us to resolve the discrepancy before you lodge your return.
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.
You can amend or delete your pre-filled information if you have information that is more current.
If you need the full account details to query an amount with the third-party provider, you can phone us on 13 28 61 for details.
Resolve discrepancies before you lodge
If you amend the pre-filled information on your tax return, it's important to resolve any discrepancies with the organisation that provided the data to us before you lodge your return. This is because we check that the information organisations have given us matches the information you report on your tax return.
If we identify any data that doesn't match, we will seek clarification from you. Using pre-filling can help you avoid having to explain these differences later by giving you access to the information we have received from organisations.
Pre-filling is a service provided when you lodge online with myTax that can partially complete your tax return for you. All you have to do is review the pre-filled information and add any missing details or update incorrect details.