2017 Pre-filling report - importing data into tax agent software specification

Original Published Date
Tax Category
Tax preparation
Resource Type

The 2017 pre-filling report introduces new data and improvements to data display to make it easier to identify the reporting source.

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

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

  • to make it easier to prepare returns by providing income, deduction and tax withheld details
  • to reduce mistakes by automatically filling information
  • to save time as tax agents can verify details with the client.