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  • HELP and other income contingent loan debts

    Your client's repayable debt for income-contingent study and training loans, such as Higher Education Loan Program (HELP), is available from the pre-filling report on the portal.

    Information will be displayed for repayable amounts of:

    • Higher Education Loan Program (HELP)
    • Student Financial Supplement Scheme (SFSS)
    • Trade Support Loan (TSL)
    • Student Start-up Loan (SSL)
    • ABSTUDY Student Start-up Loan (ABSTUDY SSL).

    On the portal home page:

    • enter your client's tax file number (TFN) under Your clients
    • select Client reports from the drop-down menu
    • select Search.

    When the list of available reports for your client is displayed:

    • select the Pre-filling report for the year required
    • select a Format type
    • select Generate report.

    The repayable debt amount is shown in the ATO Data section of the Pre-filling report.

    The repayable balance provided by pre-filling may be different to your client's account balance. The repayable balance does not include new debts until they become repayable. There is a lead time between when the debt is incurred and when it becomes repayable.

    Indexation is applied to repayable amounts each year on 1 June.

    The pre-fill amount displayed includes the repayable balance at 1 June, less any repayments made after that date.

    If the pre-fill request is made between:

    • 1 January and 31 May of the current year, the repayable balance will only include debts incurred up to (but not including) 1 January of the previous calendar year.
    • 1 June and 31 December of the current year, the repayable balance will only include debts incurred up to (but not including) 1 January of the current calendar year. Detailed statements can be obtained on request.

    Prior year amounts

    If the pre-fill request is for an outstanding prior year return, the repayable amount is shown as at the date the pre-fill request is made. This means if a pre-fill request is made for a prior year return, the current repayable loan balance is shown and will be the repayable amount regardless of the income year of the return.

    Find out more:

    Log in to the Tax Agent Portal
    Last modified: 04 Jun 2019QC 32721