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  • About pre-filling

    Pre-filling data is available for tax returns from 1 July as we receive it, with substantial amounts available by mid-August. You can generally access this information shortly after we receive it.

    You can access pre-filling reports from 2009 to the current income year. These can be viewed online and printed by accessing the pre-filling report using the secure Online services for agents system under Reports and forms.

    Pre-fill information for your clients is also available through the practitioner lodgment service (PLS) if you are using Standard Business ReportingExternal Link (SBR)-enabled software. This will return the same data as the Online services for agents pre-filling report with some exceptions. PLS includes myDeductions.

    We provide information about your clients' income and expenses as reported by various organisations. Additional information is available to help complete your clients’ tax returns, including tax return data from previous years.

    For more information see Pre-filling reports.

    On this page:

    Timing of pre-filled information

    Information providers, such as employers, financial institutions, health funds and other government agencies must report specific information to us by certain statutory dates, for example:

    • PAYG payment summary information must be submitted by 14 August
    • Single Touch Payroll (STP) reporters must make a finalisation declaration by 14 July each year or 31 July 2021 If they have 19 or fewer employees
    • annual investment income report information must be submitted by 31 October.

    We ask information providers to:

    • provide information to us as close to 1 July as practicable
    • lodge their information electronically.

    The pre-filling report

    Note: Do not rely solely on pre-filled information. The information provided may be incomplete because of:

    • timing – an organisation has not supplied data yet or our processing has not been completed
    • matching – we could not match the data to your client
    • validation – the data did not pass all processing checks.

    The pre-filling report can be:

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

    You can:

    • review pre-filled data
    • amend pre-filled data if necessary (information providers must send us updated data if there has been an error)
    • add any missing income details.

    Printing the pre-filling report

    You can enable the printing of background colours and images so the report will print as it displays on screen, including the coloured headings:

    • In Internet Explorer 9.0 and later   
      • select the Tools button in Internet Explorer > Print
      • go to Page Setup
      • check the boxes Print Background Colours and Images and Enable Shrink-to-fit.
    • In Mozilla Firefox 8.0 and later   
      • select the Open Menu in Firefox > Print
      • go to Page Setup
      • select the tab Format & Options. Check the box Print Background (colours and images) and Shrink to fit Page Width.
    • In Chrome 91 and later
      • Click File > Print
      • In the window that appears, change your preferred print settings
      • Click Print.

    If you have difficulties with the View and Print Online option, check the browser settings on your computer. The report opens in a new browser window, known as a pop-up. Many browsers are set to block pop-ups.

    See also:

    Last modified: 01 Jul 2021QC 44694