SBR Individual Income Tax Return (IITR) Prefill Requirements
SBR requires that a relationship be created between the registered agent and the client prior to performing the Prefill report request. You can use the client update (CU) service to add a client to your client list.
If you are already linked to a client, you will be able to perform a Prefill IITR without sending a client update.
Ensure a valid TFN is associated to the client and the user’s credential has the permissions to request Prefill report.
Note: For more information about user credential permissions view the following ATO webpage relating to Access Manager.
Performing Prefill IITR in HandiTax 2018 to Current
In the Tax Return Outline of an IITR a Prefill button located at the bottom initiates the mechanism to perform the Prefill.
2. Prefill for the first time
When performing a Prefill for the first time for the selected IITR, clicking the Prefill button will prompt the user for their credential password for the credentials specified in the HandiTax menu for Lodgment - Set ATO Credentials window (alternatively Options - Set ATO Credentials)
3. Enter your Credential Password for authentication purposes and click Submit to request the Prefill report via SBR.
4. On successful retrieval of the Prefill report from the ATO, a prefill report will display related IITR items and their associated values for the taxpayer as per the ATO records.
5. The preview of the Prefill report gives the user the opportunity to review or perform other tasks such as save, print or export to PDF.
6. On exiting the prefill report, the user will be prompted to ‘Perform Prefill?’
selecting ‘Yes’ will import data into the IITR to the appropriate items and/or schedules.
Selecting ‘No’ will abort the prefill process.
7. Where the prefill report has been successfully retrieved from the ATO, the prefill report will be stored in HandiTax for retrieval at a later time.
Prefill where previously performed
If a Prefill has previously been performed for the selected IITR, when the user selects ‘Prefill’ in the Tax Form Outline the following menu will appear.
This will give the user the following options.
Prefill report again with existing report. This will allow the user to perform the prefill import function with the existing prefill report previously retrieved from the ATO. The Prefill report will display prior to initiating the prefill import.
Prefill report. Displays the Prefill report previously retrieved from the ATO.
Request updated prefill report from ATO. Requests the prefill report from the ATO via SBR. This will command the same workflow as prefilling for the first time (as discussed).
Cancel. Exit the menu to return to the Tax Form Outline.
Note: Any existing prefill data in the IITR will be removed and replaced after a Prefill report is successfully imported into the IITR.
Data imported from the Pre-fill Report will display a 'P' icon beside each Item.
Retrieve Prefill for Tagged Clients
In the ‘Client’ menu an option is available to ‘Retrieve prefill for tagged clients’ that allows the user to request an ATO prefill for one or more clients.
The specific tagged clients can derive from the existing tagged client list or more can be added using the:
client reference
TFN
specified condition.
Alternatively, a client can be untagged from the list to remove from the prefill request.
On tagging the appropriate clients for the prefill request, enter the user Credential Password and select ‘Retrieve’.
Where a successful Prefill request was made, the user can navigate to the tagged client’s individual return and select the Prefill button from the ‘Tax Return Outline. This will prompt a window giving the option to ‘Prefill with existing downloaded report’ to complete the prefill import.
Prefill report details
The ‘ATO prefill response details’ are displayed in the Prefill report. The details in this report should be reviewed prior to auto-populating the correlating Individual Tax Return. The details displayed are that which has been received from the ATO.
To prefill in HandiTax 2012 to 2017, see this knowledge article.
To prefill in HandiTax 2007 to 2011, see this knowledge article.
Notes:
Those marked with * is for information purposes only and not prefilled into the Individual Tax return.
Values displayed in the Prefill report are not apportioned. However, on prefill import the values are apportioned where applicable in accordance to ATO specifications.
Data that exists from a previous prefill import i.e. from prior year rollover, is overwritten when a ‘Prefill’ is performed.
For pre-existing amounts that have been manually entered into an item, if a corresponding prefill report value exists for the same item, this value is appended to it.