The pre-filling report contains the following information, if it's available for your client
Pre-fill report info
Taxpayer details, such as name, postal/residential addresses, and date of birth
PAYG payment summaries, including information under:
Individual non-business details
Employee termination payments
Superannuation income streams
Superannuation lump sum
Business and personal services income
Foreign employment information
Government payments from the following sources:
Centrelink/Department of Human Services (DHS)
Department of Veterans’ Affairs (DVA)
Department of Employment (DoE)
ATO Interest
Interest income
Dividend and interest schedule
Dividend income
Employee share schemes
Managed funds distributions
Partnership distributions
Foreign source investment income
Share disposals
Property transfer
Taxable payments
Net farm management deposits or repayments
Tax offsets
Medicare levy surcharge (MLS)
Income test related items
Private health insurance policy details
ATO data (includes amounts to help estimate your client’s refund or debt)
Prior year tax return details
For more information on what's covered under each section, see Pre-filling contents on the ATO website.
Differences between PLS and Tax Agent Portal
The PLS pre-filling report returns the same data as the Tax Agent Portal (TAP) pre-filling report, with some exceptions.
For more information on these exceptions, see What's new on the ATO Pre-filling page.
