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  • Pre-filling of returns

    The pre-fill function is designed to be a part of normal business processes when lodging an individual tax return. Pre-filling is not compulsory, but it provides a more accurate, easier and quicker way to lodge.

    The pre-fill function can be used for either:

    • one client in a single request
    • multiple clients in a batch transaction.

    Pre-fill within the PLS will return the same data as both the Online services for agents and myTax pre-fill services with some exceptions. The PLS includes myDeductions data uploaded to us by your clients.

    Depending on when you use the pre-fill service, some third-party data may be unavailable because the provider has not yet sent their data to us or the data has failed identity matching and data integrity checks.

    Pre-fill data provided to us by third parties may be amended by the third party if a correction or other change needs to be made. Therefore, pre-fill data may be different at different points in time. The corrected data provided by a third party will overwrite the previously stored data in our systems.

    You should not rely on pre-fill data alone. It must be verified before lodgment. Any discrepancy in the amounts that appear must be resolved between the taxpayer and the information provider.

    See also:

      Last modified: 24 Jun 2021QC 49409