Changing pre-fill manager settings

This page will tell you about a few types of pre-fill settings you can change.

Use the Employee access settings to change pre-fill access for employees.
Use the PLS Agent Settings window to manage your PLS agents and ensure that all ABNs are authorised.
Use the Pre-fill Report File Settings window to set where ATO pre-fill reports are stored in your system. If you have Document Manager, you can define the filing cabinet and file name.

To update these practice settings, you should be a manager, super user or system administrators.

Employee access settings

To change employee pre-fill access

You can restrict or give employees pre-fill access.

Go Maintenance > Security > Task Permissions.
From the Product drop-down, choose Tax.
Choose the Group that you want to change permissions for.
Under Group Description, click
next to Maintenance.
Select Allow for the options you want to give users:
- Tax - Pre-fill Download & Save
- Tax - Pre-fill into Tax
- Tax - Pre-fill Open Report
- Tax - Pre-fill Report File Settings
Click OK. The user will see the changes when they log out and log back in.

To update PLS Agent settings

Click the Tax drop-down and choose Pre-fill Manager.
On the Tasks bar, click PLS Agent Settings. The PLS Agent Settings and Cloud Software Authentication window appears. The list of agents for your practice is displayed, with information on their:
- Agent Code
- Agent Name
- Agent Number
- ABN
- Authorised status
A green tick in the Authorised column means an agent is authorised; otherwise, there will be a red cross. The Refresh link retrieves the software ID for the agent.
If you see any red crosses in the Authorised column, to authorise the agent, click the Authorise link and follow the prompts.
If you want to set the frequency with which PLS agents receive activity statement reports, click the Request AS Report drop-down and select one of the following:
- Daily—A report will be automatically retrieved each day for this agent, so that the reports don't need to be manually retrieved.
- Never—The agent won't receive a report each day.
Click Save.

To update Report File settings

There are two ways you can set up the pre-fill file location: with or without Document Manager.

Use the option to set up without Document Manager if you want to save reports directly to your hard drive (or if you don't have Document Manager!)

Follow the instructions for the option that applies to you.