What data pre-fills into Tax? 2023
Tax pre-fill partially completes a tax return with financial data provided by the ATO from:
- government agencies
- private health funds
- financial institutions (interest income)
- companies (dividend income).
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.
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) 2023
Pre-fill data:
Payer name
Payer ABN
Date of payment
Payment code
PAYGW - EMP-Taxable-component
PAYGW - Tax Withheld
Super income stream
The details to calculate the offset at T2 must be entered manually.
Schedule: Australian superannuation income streams worksheet (asi) 2023
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
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 2023, Interest Income worksheet (int) - Entities 2023
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) 2023
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 2023
Pre-fill data:
Exploration credits
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) 2023
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
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) 2023
Pre-fill data:
Insurer ID
Membership number
Benefit code
Rebate received
Premiums eligible for rebate
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 2023
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 2023
Pre-fill data:
Div 405 in the Estimate tab