Practice, agents and regulation

Pre-filling service

The pre-filling service lets a tax professional bring information the ATO already holds about a client into the client's tax return, such as employer income statements, bank interest and dividends. It helps the accuracy of a return because those figures come from the payers' own reports. The data is only a starting point: it can be incomplete or late, and it does not tell the practitioner about a deduction, a capital gain the payer did not report, or a mistake in the payer's report. The practitioner still checks the figures against the client's own records and takes responsibility for the return that is lodged.

General information, not tax advice. The rules change, so check the source page above for the current position. Fedix is developed by Tax7 R&D Pty Ltd.