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What data pre-fills into Tax?

 

Tax pre-fill partially completes a tax return with financial data provided by the ATO from:

See Pre-fill-availability on the ATO website.

Unfinalised payroll data

Pre-fill reports downloaded in July may contain unfinalised income statements (previously called "Payment summaries"). The warning “Data received is not the employer’s final payroll data for the current reporting period” appears in the Pre-fill report PDF.

An Unfinalised income statement means that your client's employer has not completed or confirmed this year's payroll data for their employee. The employer might still have payments or adjustments to process with the ATO. Most businesses have until 31 July to finalise the income statement.

Unfinalised data won't be pre-filled into a tax return.

Pre-filled items

Salary and wages

Payment summaries for foreign employment income, unfinalised data, personal service income and some other payment types aren't pre-filled.

Additional PAYG Payment Summary (egc)

Schedule: Salary or wages payment summary(egc)

Pre-fill data:

  • Employer details name and ABN

  • Gross Payment

  • Tax withheld

  • Lump-sum A

  • Lump-sum B

  • Reportable employer super contribution

Australian Government allowances and payments worksheet (aga)

Schedule: Australian Government allowances and payments worksheet (aga)

Pre-fill data:

  • Gross Payment Tax Withheld

Gifts and Donations worksheet (pgd)

Schedule: Gifts or Donations worksheet (pgd)

Pre-fill data:

  • Workplace giving

Tax withheld - lump sum payments in arrears worksheet (poi)

Schedule: Tax withheld - lump sum payments in arrears worksheet (poi)

Pre-fill data:

  • Lump sum E amount (Income in arrears)

Other Work Related Expenses worksheet (pwe)

Schedule: Other Work Related Expenses worksheet (pwe)

Pre-fill data:

  • Union fee

Personal superannuation contribution deductions (psc)

Schedule: Personal superannuation contributions (psc)

Pre-fill data:

 

ETP

Unfinalised data and Death benefit ETP paid to a trustee of the deceased estate aren't pre-filled.

Schedule: Employment termination payment summary (py)

Pre-fill data:

  • Payer name

  • Payer ABN

  • Date of payment

  • Payment code

  • PAYGW - EMP-Taxable-component

  • PAYGW - Tax Withheld

Government payment

For pre-fill availability, refer to Government agency data on the ATO website.

Additional PAYG Payment Summary (egc)

Schedule: Salary or wages payment summary(egc)

Pre-fill data:

  • Parental Leave/Partner Pay

  • Gross payment tax withheld

Australian Government allowances and payments worksheet (aga)

Schedule: Australian Government allowances and payments worksheet (aga)

Pre-fill data:

  • Government allowance and payments

  • Gross payment tax withheld

Australian Government Pensions and Allowances worksheet (agp)

Schedule: Australian Government Pensions and Allowances worksheet (agp)

Pre-fill data:

  • Government pensions and allowances

  • Gross payment tax withheld

Tax-free Government pensions worksheet (IT3) (tgp)

Schedule: IT3 Tax-free Government pensions worksheet (tgp)

Pre-fill data:

  • Government tax free pension and allowances

  • Gross payment tax withheld

Tax withheld - lump sum payments in arrears worksheet (poi)

Schedule: Tax withheld - lump sum payments in arrears worksheet (poi)

Pre-fill data:

  • BSWAT lump sum payment in arrears

  • Gross payment tax withheld

Other Income - category 2 worksheet (pov)

Schedule: Other Income - category 4 worksheet (pov)

Pre-fill data:

  • Category 2 government payments

  • Net assessable interest income

Pension – non-super

Schedule: Australian superannuation income streams worksheet (asi)

Pre-fill data:

  • Payer ABN

  • Payer Name

  • Gross Payment

  • Tax withheld

Super income stream

The details to calculate the offset at T2 must be entered manually.

Schedule: Australian superannuation income streams worksheet (asi)

Pre-fill data:

  • Payer Name

  • Payer ABN

  • PAYGW - SPN-taxable-component-taxed-element

  • PAYGW - SPN-taxable-component-untaxed-element

  • PAYGW - SPN-Lump-Sum-arrears-taxed-element

  • PAYGW - SPN-Lump-Sum-arrears-untaxed-element

  • PAYGW - Tax Withheld

Super lump sum

Schedule: Superannuation lump sum schedule (PL)

Pre-fill data:

  • Payer Name

  • Payer ABN

  • SLS - death benefit was made to a non-dependant

  • SLS - taxable-component-taxed-element

  • SLS -taxable-component-untaxed-element

  • PAYGW - Date of payment

  • PAYGW - Tax Withheld

Bank interest

This is identical to CSV pre-fill.

For pre-fill availability, see Financial institution data (interest income) – short list on the ATO website.

Schedule: Interest Income worksheet (int) - Individuals, Interest Income worksheet (int) - Entities

Pre-fill data:

  • Financial institution

  • Account name

  • Account number

  • TFN withheld amount

  • Gross interest

  • Number of account holders

Dividends

For some dividends, CGT deduction is also included in the report but isn't pre-filled.

For pre-fill availability, see the ATO Company data (dividend income) – short list page.

Schedule: Gross dividends worksheet (div)

Pre-fill data:

  • Company name

  • Exploration credits

  • Unfranked dividends

  • Franked dividends

  • TFN withholding

  • SRN/HIN number

  • Account name

  • Number of account holders

Schedule: Exploration Credits

Pre-fill data:

  • Exploration credits

Employee Share

Schedule: Employee Share Schemes worksheet (emp)

Pre-fill data:

  • Employer’s name

  • Employer’s ABN

  • Discount from taxed up front schemes - eligible for reduction

  • Discount from taxed up front schemes - not eligible for reduction

  • Discount from referral schemes

  • Discount on ESS interests acquired pre 2009

  • TFN amounts withheld from discounts

Managed fund

If there are multiple investment owners, the pre-filled amounts will be apportioned. Not all foreign sourced income is pre-filled because of data entry limitations.

Schedule: Distributions received from trusts worksheet (dit)

Pre-fill data:

  • Trust name

  • Non Primary Production Income Amount

  • Other Deductions Amount

  • Franking Credits Amount

  • TFN Withheld Credit Amount

  • Credit Tax Paid by Trustee Amount

  • Credit Foreign Resident Withholding Amount

  • National Rental Affordability Scheme Tax Offset Amount

  • Credit Tax Withheld ABN Unquoted Amount

  • Primary Production - Net income from trusts

  • Primary Production - Other deductions

  • Franked distributions from trusts

  • Capital gains discounted method

  • Capital gains other method

  • Exploration credits

  • Other Income

  • Share of Foreign Resident Capital Gains Withholding credits

  • Share of Early stage investor tax offset

  • Share of Early stage venture capital limited partnership (ESVCLP) tax offset

ATO interest

Schedule: Interest Income worksheet (int) - Individuals, Interest Income worksheet (int) - Entities

Pre-fill data:

  • Interest on overpayments

  • Interest on early payments

  • Delayed refund interest

Schedule: Tax withheld - lump sum payments in arrears worksheet (poi)

Pre-fill data:

  • GIC SIC LPI Credit Amount

 

Schedule: ATO interest deduction worksheet (pid)

Pre-fill data:

  • GIC SIC LPI Debit Amount

Private Health Insurance

Claim code isn't pre-filled.

For pre-fill availability, see the ATO Health fund data page.

Schedule: Private health insurance policy details (phi)

Pre-fill data:

  • Insurer ID

  • Membership number

  • Benefit code

  • Rebate received

  • Premiums eligible for rebate

Higher Education

Schedule: HECS-HELP, SSL, TSL and SFSS worksheet (hec)

Pre-fill data:

  • HELP Balance

  • SFSS Balance

  • SSL Balance

  • ABSTUDY SSL Balance

  • TSL Balance

Averaging - PP

If the ATO hasn't provided a value for the latest year, Tax won't pre-fill. If you don't review the averaging details at Return Properties > Estimate > PP Averaging after pre-fill, pressing F3 gives you a validation error. Click Edit or OK to clear the message.

Schedule: Primary Production Averaging

Pre-fill data:

  • PP Averaging in the Estimate tab

Averaging - Div 405

If the ATO hasn't provided a value for the latest year, Tax won't pre-fill. If you don't review the averaging details at Return Properties > Estimate > Div405 Averaging after pre-fill, pressing F3 gives you a validation error. Click Edit or OK to clear the message.

Schedule: Div 405 Averaging

Pre-fill data:

  • Div 405 in the Estimate tab

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