2014 Pre-filling report - importing data into Tax Agent software specification

The Pre-filling report 2014 will focus on simplifying and consolidation of the existing 2013 product. This will include:

• more closely mirroring client’s income tax return
• removing extraneous sections and re-ordering data

This report is a tool tax agents use to assist them in completing a taxpayer’s income tax return. The report does not list all sources of income and therefore, it should not be relied upon exclusively.

The benefits of displaying or importing pre-filling information are:

• making it easier to prepare returns by providing income, deduction and tax withheld details
• more certainty about the income and deduction details thereby reducing the chance of mistakes, and
• saving time since tax agents can verify details with the client.