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  • Pre-filling service

    The pre-filling service helps to ensure the accuracy of returns by allowing you to cross-check information provided by your clients, with that held by us.

    Pre-filling information is available through the Tax Agent Portal and the practitioner lodgment service (PLS).

    The pre-filling service 2017 includes the following updates and new data:

    • reportable fringe benefits and working holiday maker data from payment summaries
    • new work-related expense message indicating which of your clients made higher than expected claims last year (only available in the portal)
    • primary and non-primary production closing stock amounts (only available in the portal) and private health insurance tax claim codes (only available in the PLS) from prior-year tax returns
    • message for some Government payment types
    • investment company capital gain deductions from dividend income
    • share of early stage investor tax offset, foreign resident capital gains withholding and exploration credits from managed fund distributions
    • net rental property loss and share of early stage investor offset from partnership distributions income
    • address and contract information from property transfers
    • interest offset account indicator for net farm management deposits or repayments
    • removal of type of policy from Medicare levy surcharge
    • repayable amounts for Student start-up loans and Abstudy student start-up loans
    • additional data from our myDeductions app uploaded by your clients (only available in the PLS).

    Remember, the pre-filling service only reflects the information received by us at the date you request the data.

    We expect most pre-filling information to be available by mid-August.

    See also:

    Last modified: 29 May 2017QC 45700