Changes to lodgment
Pre-lodge checks will ensure the form you want to submit is filled out correctly and will be accepted by ATO systems.
Pre-lodge checking can validate that the form is correct and complete. Pre-lodge checking in PLS can also confirm some of the data in the form, and your authority to lodge on the clients' behalf.
Pre-lodge checking is designed to improve security around updating client records, and reduce delays in processing submitted forms.
Verifying your client's information
Before you lodge, your SBR-enabled software can verify your client's identity information with our records to ensure they are correct. Currently, these checks will only occur when you are preparing individual tax returns.
Checking your client's details match our records up-front is an opportunity to confirm or correct the information before you lodge, preventing delays to processing returns or expected client refunds.
Read about the Interactive check – individual tax return process in the PLS user guide.
In order to avoid errors and help stamp-out tax fraud through identity crime, it is important you take steps to check the identity of individuals asking you to act on their behalf, particularly if your interactions with the client are exclusively online.
Changes to your client's details through the PLS can be made in real-time and will be immediately reflected on our systems.
You may receive an error code during your pre-lodge check, before you can lodge through the PLS. These errors can relate to:
- information missing or incorrectly placed on the form
- authorisation issues
- problems with the channel or form lodgment.
If an error is found, your software may not allow the data to be transmitted until the error has been corrected.
PLS errors and their resolution instructions can be found in the PLS user guide.
You can also check the SBR websiteExternal Link for the current SBR system status.
Your lodgment verification experience may be different when you move to the PLS.
Your software provider will guide you on what to expect when you begin lodging through the PLS.
Validation report numbers are no longer available in the PLS. However, your software may provide you with some form of lodgment confirmation. More details on Confirmation of lodgment (transmission response) can be found in the PLS user guide.
If you have a query about a form you have lodged, you will need to provide us with the client identifier when calling.
Transaction and response times
The expected transaction and response times may vary depending on your software, internet connection and number of lodgments being submitted.
If you don't receive a success or fail message after lodging a form, you should check the portal for a lodgment confirmation before trying to lodge again.
To prevent lodgment of duplicate forms, make sure you follow your software provider's lodgment verification process before re-submitting a form.