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Pre-filling of returns

How prefill works and what you need to do if you want to change the prefilled high-certainty interest data.

Last updated 13 November 2023

How prefill works

The pre-fill function is designed to be a part of normal business processes when lodging an individual tax return.

Not all labels subject to pre-filling are locked. But they do provide an 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 (OSfA) 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. This is because:

  • the provider has not yet sent their data to us
  • 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 previous-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.

High-certainty interest data

Our pre-fill service now provides greater certainty for your client’s bank interest. When you access your client's pre-fill information, you'll see an indicator when the interest record is high-certainty data.

This indicator will appear in both the OSfA pre-filling report and the SBR pre-fill service.

If you want to change any bank interest pre-fill information where there is a high-certainty indicator, you'll need to provide a reason for the change.

If the reasons we provide don't apply to your client’s situation, select ‘Other’ and provide details.

The high-certainty indicator won't be included on bank interest records for clients or situations, where we know there's a likely reason for exclusion – such as a client who has a record of bankruptcy.

In these situations, you can still alter the interest income without providing a reason.

Find out what data is available and when it becomes available with: