Downloading reports and pre-filling data from the Tax Returns tab

1. Open a client and click the Tax Returns tab.

   

   If you get an agent code error, the tax agent may not be authorised. Click the red hyperlink in the Return Details > Agent Code field to open the PLS Agent Settings and Cloud Software Authorisation window and authorise the agent.

2. In the Tasks bar, click Download & Save to download the pre-fill report.

   In the Return Details section, the Pre-fill Status will update as the download completes. See Pre-fill Status in Navigating the pre-fill manager.

3. Once the pre-fill report is ready, click the Open link in the Pre-fill Report field. The Date Downloaded field also updates.

I'm getting download errors!

If you see Download error in the Pre-fill Status field, click the link to display details to help you troubleshoot the issue. See Pre-fill errors.

After following the steps above to download the pre-fill report, click Pre-fill into Tax.

1. Go to the client’s Tax Returns tab.

2. Check in the Return Details section (in the bottom half of the tab) that the Pre-fill Status is Ready to pre-fill.

3. On the Tasks bar, click Pre-fill into Tax. The pre-fill information is populated into the tax return. You'll see a notification message depending on the pre-fill status and tax return status. See the following table for details.

   Pre-fill Status	Tax return status	Message	Actions you can take
   N/A	Completed	Return is completed, return status needs to be changed before pre-filling.	Change the status of the tax return and try again.
   Ready to pre-fill (tax return not yet rolled forward)	Any status other than Completed	Selected return is not rolled forward yet. Do you want to roll forward and pre-fill now?	You can choose to roll forward and pre-fill.
   Ready to pre-fill (tax return rolled forward)	Any status other than Completed	Pre-fill return for (tax return name)?	Confirm that you want to pre-fill this return.
   Pre-fill complete	Any status other than Completed	(Tax return name) has already been pre-filled. Do you want to pre-fill and overwrite the return?	Confirm that you want to overwrite the pre-fill data.
   Pre-fill error	Any status other than Completed	Pre-fill return for (tax return name)?	Confirm that you want to pre-fill this return.
   Pre-fill failed, but return(s) previously pre-filled	Any status other than Completed	(Tax return name) has already been pre-filled. Do you want to pre-fill and overwrite the return?	Confirm that you want to overwrite the pre-fill data.

   
   If the pre-fill was successful, the Pre-fill Status will change to Pre-fill complete. The Date Pre-filled field also updates.

4. If there's an error, click the link in the Pre-fill Status field for details on the error to help you troubleshoot the issue. See Pre-fill errors.
5. Once in Tax, press F3 to validate the tax return and review the pre-fill data before completing and lodging. The Validation summary window displays fields that have been pre-filled and any errors that need to be resolved.