Breadcrumbs

What data pre-fills into Tax? 2024


  • The ATO Pre-fill report lets you import information directly from the ATO into the client Individual tax return.

  • If you're downloading the pre-fill report early in the new financial year, the report may contain unfinalised data.

  • Unfinalised data won't pre-fill into a tax return.

  • The ATO recommend waiting until your client's payroll data is finalised before lodging their individual tax return.

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

Additional PAYG Payment Summary (egc)

Schedule: Salary or wages payment summary(egc) 2023

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) 2023

Pre-fill data:

  • Gross Payment Tax Withheld


Gifts and Donations worksheet (pgd)

Schedule: Gifts or Donations worksheet (pgd) 2023

Pre-fill data:

  • Workplace giving


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

Schedule: Tax withheld - lump sum payments in arrears worksheet (poi) 2023

Pre-fill data:

  • Lump sum E amount (Income in arrears)


Other Work Related Expenses worksheet (pwe)

Schedule: Other Work Related Expenses worksheet (pwe) 2023

Pre-fill data:

  • Union fee


Personal superannuation contribution deductions (psc)

Schedule: Personal superannuation contributions (psc) 2023

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) 2023

Pre-fill data:

  • Payer name

  • Payer ABN

  • Date of payment

  • Payment code

  • PAYGW - EMP-Taxable-component

  • PAYGW - Tax Withheld

Government Payment

Additional PAYG Payment Summary (egc)

Schedule: Salary or wages payment summary(egc) 2023

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) 2023

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) 2023

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) 2023

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) 2023

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) 2023

Pre-fill data:

  • Category 2 government payments

  • Net assessable interest income

Others

Pension – non-super

Schedule: Australian superannuation income streams worksheet (asi) 2023

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) 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


Super lump sum

Schedule: Superannuation lump sum schedule (PL) 2023

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 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


Employee Share

Schedule: Employee Share Schemes worksheet (emp) 2023

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) 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


ATO interest

Schedule: Interest Income worksheet (int) - Individuals 2023, Interest Income worksheet (int) - Entities 2023

Pre-fill data:

  • Interest on overpayments

  • Interest on early payments

  • Delayed refund interest

Schedule: Tax withheld - lump sum payments in arrears worksheet (poi) 2023

Pre-fill data:

  • GIC SIC LPI Credit Amount


Schedule: ATO interest deduction worksheet (pid) 2023

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) 2023

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) 2023

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 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