What will be Pre-filled?
The following items can now be downloaded and imported from the ATO PLS Prefill:
Taxpayer Details
Name and personal details
Address
Contact details
Income Items
Individual Non Business Income Payment Summaries
Foreign Employment Payment Summaries
Employment Termination Payment Summaries
Australian Annuities and Superannuation Income Stream Payment Summaries
Superannuation Lump Sum Payment Summaries
Personal Services Payment Summaries
Interest
Dividends
Government Payments
Managed Funds Distributions
Partnership Distributions
Employee Share Schemes
HELP/VSL/SFSS/SSL/ABSTUDY/TSL balance
Low Rate Cap
Income Averaging - Primary Producer
Income Averaging - Special Professional
ATO Interest
Private Health Insurance
First Home Super Saver Scheme
Business Transactions Through Payment Systems
Taxable Payments
Other refundable tax offsets
Early Stage Innovation Companies
Foreign Source Investment Income
CGT - Share Disposals
CGT - Property Transfers
Farm Management Deposits
Deduction Items
Personal Superannuation Contribution Deductions
Work Related Car Expenses
Work Related Travel Expenses
Work Related Clothing Expenses
Work Related Self Education Expenses
Other Work Related Expenses
Gifts or Donations
Cost of Managing Tax Affairs
Interest Deductions
Dividend Deductions
Other Deductions
Small Business Income and Expenses
Election Expenses
Pre-filling in APS Tax
Before the prefill functionality is used, ensure current Machine Credentials are set up in Tax Manager.
Step 1. Download the client's prefill report
Within your clients tax return, press the Pre-fill dropdown menu and selectDownload.
This will access your current machine credentials setup in Tax Manager. If the SBR Profiles window displays, select the correct profile and click OK.
The prefill report will now be downloaded. Once the transmission has finished, the following message will display notifying a successful download.
Note:If you have previously downloaded a prefill report for the client's return and tried to download again, a download warning message will display requesting further action.
Step 2. Reviewing the Pre-fill report
Once the pre-fill data has been downloaded, the pre-fill report screen will display. This tab can also be accessed by selecting the Pre-fill dropdown and clicking View Data.
Review of the report data can either be done through the pre-fill screen or printed out via selecting the Pre-fill dropdown and Print Report.
Step 3. Integrating Pre-fill data
Once the data has been reviewed, there are two methods of integrating the information into the return.
Integrate all the pre-fill data into the tax return by selecting Yes to Include all integrated items in return?.
Go to each category item and select Yes to Integrate to return? for each row of data that needs to be integrated into the form.