The Pre-fill manager 2023 homepage displays a list of Individual tax returns that haven't been completed yet. This page explains everything you can see and do in the pre-fill manager.
Pre-fill Manager Homepage columns
Column name
Description
Return Name
The name of the tax return. Click the link to open the return in Tax.
Client Code
The client code that is associated with the tax return. Click the link to open the client in Practice Manager.
Agent
The agent assigned to this Tax return.
TFN
The Tax File Number for the return.
Return Status
The status of the tax return.
Pre-fill Status
The status of the pre-fill report request. The list of available statuses are:
Not requested—no action taken by the user
Downloading—the report has been requested and is being downloaded from the ATO
Ready to pre-fill—the download is complete and the report is available for viewing
Download Error—an issue has occurred during the download. Click the link to view details of the error.
Pre-filled—the tax return has been successfully pre-filled.
Importing—the tax return is currently being populated with the pre-fill data
Import Error—the pre-fill import has failed.
Pre-fill Report
Contains a link to the pre-fill report after clicking Download & Save if the download was completed successfully.
Date Downloaded
The date of the last successfully downloaded pre-fill report.
Date Pre-filled
The date of the last successful pre-filling of the tax return using pre-fill data.
ABN
The client's ABN.
Company
The company that will service the client.
Date Due
The due date of the tax return.
Department
The department this tax return is assigned to.
Employee
The employee that this tax return is assigned to.
Family Group
The family group that the client is part of.
Manager
The manager of the employee assigned to this return.
Office
The office of the assigned tax agent.
Partner
The partner of the client.
Tasks bar on the left
Section
Function
Description
Homepage
Save homepage
Saves the current layout applied to the homepage.
Reset homepage
Resets the layout to the default and removes filtering.
Pre-fill
Download & Save
Downloads the pre-fill report from the ATO tax agent portal, and saves as a PDF. To open the report, click the link in the Pre-fill Report column.
Pre-fill into Tax
Populates the tax return with pre-fill information from the ATO tax agent portal. The Pre-fill Status column displays the progress of the pre-fill.
Settings
PLS Agent Settings
Displays the list of ABNs and agents for the practice if they have completed the Cloud Authorisation onboarding process and lets the onboarding process to run again.
The request frequency for the Activity Statement report can also be defined here. Daily" retrieves the report each day, and Never disables the retrieval request.
Report File Settings
Displays a wizard to define where to save pre-fill reports for each client.
The client search in pre-fill manager is identical to the Tax Client - Search homepage. For more information on searching clients, see Locating the tax client.
Grouping data
Just like the other homepages, you can use columns to group the listed items. See Organising your data.
Using the field chooser
To add, remove and rearrange columns in the display table, you can use Field Chooser. See Customising a display table.
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