2015 Pre-filling report - importing data into Tax Agent software specification

Original Published Date
Tax Category
Tax preparation
Resource Type

The Pre-filling report 2015 will focus on simplifying and consolidation of the existing 2014 product. This will include 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.