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High certainty pre-fill data expanding to cover more fields

From 1 July, high certainty data will cover Australian Government benefits and bank interest for joint account holders.

Published 7 June 2024

From 1 July, the following information will be available in pre-filling reports with a 'certainty indicator':

  • Interest income
    • bank interest data for joint account holders.
  • Australian Government benefits
    • Australian Government allowance and pension data that is reported in your client's tax return at item 5 or 6
    • this affects benefits such as Newstart Allowance, Youth Allowance, JobSeeker, Austudy, taxable Age Pension, taxable Disability Support Pension and the tax withheld from Australian Government allowances and pensions.

This is because we have high confidence in the data that has been supplied by your clients' financial institution and/or the Australian Government agency that paid the benefit to your client.

If you want to change data where a 'high certainty' indicator is present, you'll need to select a reason for the change. If the reasons we provide don't apply to your client, select 'Other' and provide specific details.

If you make a change, you're not required to provide supporting documents but we may contact you if we need more information.

For more information see:

QC102542