From the end of August, you’ll not be able to pre-fill data from ATO for tax returns from 2017 to 2026 if you don’t update to 2026.0.
To keep compliant with the ATO specifications, we’ve made changes to the ATO pre-fill data that is prefilled into the tax return and schedules.
We’ve added more schedules to pre-fill, and you can see all the data in the pre-fill report.
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Distributions from trusts (dit)
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(New schedule) Taxable payments schedule (tps)
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Sole trader business information (this information is not pre-filled in the tax return)
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Business name of main business
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ABN Business address of main business
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We’ve changed and removed some pre-fill items as per the ATO specifications
Removed
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Interest charged by the ATO at D10
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Exploration credit - in Distributions from Managed fund and Distributions from Partnership schedules
Updated
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Closing stock Balance - is split into primary and non-primary production closing stock balance (this information is not pre-filled in the tax return)
More schedules with ATO pre-fill data
Trust income pre-fill data - Distributions from trusts (dit)
Trust income data for individual beneficiaries is available for pre-filling the 2026 individual return. This data will populate the Distribution received from trusts schedule.
If you prepare both the trust return and the beneficiaries’ individual returns
You can share data from the trust return to populate the Distribution received from trusts schedule. That means you can send the whole family group for signature and lodge everything at the same time, without lodging the trust return first and then prefilling the beneficiary returns.
If you get pre-fill data, the amounts will be duplicated. Check the amounts and delete the duplicate entry.
If another agent prepares and lodges trust return, and you lodge the return for the individual beneficiary
The ATO have advised that the pre-fill data from the trust will be available 1-3 days after lodgment.
Which labels are pre-filled
When the distribution received from trust schedule is created from ATO pre-fill, open the trust income schedule and select the Trust type (trust type not available in pre-fill).
Depending on the labels, prefilled the following items in the tax return will be populated.
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Item 13 label L Share of net income from trusts for PP trust income
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item 13 label U Share of net income from trusts less capital gains, foreign income and franked distributions for NPP trust income
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Item T9 label P Other refundable tax offsets to populate with amount at credit for tax paid by trustee when trust type is special disability trust.
Taxable payments schedule
The taxable payments schedule is a new schedule in 2026. This schedule will pre-fill data from the Taxable Payment Report (TPAR) that is lodged to the ATO by the employers.