To download pre-fill data
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Select the tax returns in the Individual Tax Returns list.
You can't select the return if:
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the return is currently downloading or pre-filling
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the Return Name, Client Code, Agent, or TFN is blank
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the agent isn't onboarded.
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On the Tasks bar, click Download & Save.
If there is no default file location for saved pre-fill reports, a message will appear. Click OK to set up a default file location, or click Cancel to end the download process. See Changing pre-fill manager settings 2023.
You'll see a message notifying you of any issues, depending on the status of your selected returns. The message window displays the location where the pre-fill report is saved.
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Click either Yes to proceed, or No to close the dialogue and fix any issues you were notified about.
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If you want to change the location, click Settings to open the Report File Settings window. See Changing pre-fill manager settings 2023.
This table explains when you will be prompted.Pre-fill Status
Tax Return status
Message (single return)
Message (multiple returns)
Actions you can take (single return)
Actions you can take (multiple returns)
Not Requested and/or Download Error
Any status other than Completed
Download & save pre-fill report for (tax return name)?
Download & save pre-fill reports for X clients?
Confirm download of the pre-fill report for the selected return.
Confirm that you’ll be downloading and saving pre-fill reports for multiple returns.
Received
Any status other than Completed
(Tax return name) already has a pre-fill report. Do you want to overwrite it?
X of your clients already have pre-fill reports. Do you want to overwrite them?
The return already has a pre-fill report. Confirm if you want to overwrite it.
Confirm if you want to overwrite the pre-fill reports for the clients that already have pre-fill reports.
Pre-fill Complete
Any status other than Completed
(Tax return name) already has a pre-fill report. Do you want to overwrite it?
X of your clients already have pre-fill reports. Do you want to overwrite them?
The return already has a pre-fill report. Confirm if you want to overwrite it.
Confirm if you want to overwrite the pre-fill reports for the clients that already have pre-fill reports.
Combination of “Not Requested” / “Download Error”, and “Received” / “Pre-fill Complete”
Any status other than Completed
N/A
X of your clients already have pre-fill reports. Do you want to overwrite them?
N/A
Confirm if you want to overwrite the pre-fill reports for the clients that already have pre-fill reports.
Once you proceed, the report is downloaded from the Tax Agent Portal, and the Pre-fill Status changes to Downloading.If the report was received successfully, the Pre-fill Status changes to Ready for Pre-fill. The Date Downloaded updates to the current date.
If the return wasn't downloaded successfully, the Pre-fill Status changes to Download Error and a red hyperlink appear. Click the hyperlink to show the error details. See Pre-fill errors 2023 for more information.
Download times can vary depending on the amount of reports you're downloading, and the speed of your internet connection.
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To open the pre-fill report, click the link in the Pre-fill Report column.