• About pre-filling

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

    You can access reports from 2007 to the current income year. These can be viewed online and printed.

    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.

    You can view your clients’ information by requesting the pre-filling report in the portal.

    Pre-fill information for your clients is also available through the practitioner lodgement service (PLS) if you are using Standard Business Reporting (SBR) enabled software.

    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
    • 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-fill report

    The Tax agent portal pre-fill 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.

    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.

    Printing the pre-fill 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
      • go to File > Page Setup
      • check the boxes Print Background (colours and images) and Enable Shrink-to-fit
       
    • In Mozilla Firefox 8.0 and later
      • go to File > Page Setup
      • select the tab Format & Options. Check the box Print Background (colours and images).
       

    If you have difficulties with the View and Print Online option in the portal, 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:

    Log in to the Tax Agent Portal
    Last modified: 29 May 2017QC 44694