You can pre-fill from the tax year 2020 onwards for an individual tax return.
If you have created a tax return after 1 December 2023, you'll be able to prefill ATO data multiple times. The Pre-fill from ATO button will always be active.
For returns created before 1 December 2023, you can enable pre-filling multiple times by deleting and adding the tax return again.
During the pre-fill, the schedules will be auto-created
The pre-fill data will be populated in the income details schedule and will then flow into the respective tax return items.
You can edit the pre-fill data if required.
Salary and wages
Employment Termination Payment (ETP)
Item 4 - Income Details schedule (INCDTLS)
Item 1, Item 5, Item 6, Item 24 Label V, Item IT3 depending on the benefit description
Superannuation lump sum
Item 9 - Income Details schedule (INCDTLS)
Item 10 -
Employee Share Scheme
Item 12 - Income details schedule - INCDTLS
First home super saver (FHSS)
Items 24R, Item 24S
Private health insurance
Personal Superannuation contributions deduction
Item D12 - Deductions schedule - DDCTNS
PAYGW - Union / Professional Association Fees
Item D5 - Deductions schedule - DDCTNS
PAYGW - Workplace Giving
Item D9 - Deductions schedule - DDCTNS
ATO Interest: Interest Charge Debit
Item D10 - Deductions schedule - DDCTNS
PAYGW - Deductible amount of UPP of the annuity to INCDTLS Annuity deductible amount of undeducted purchase price
Early Stage Innovation Companies (ESIC)
Item T8 - Early stage investor (ESIC) workpaper.
Foreign Employment payments
Item 1 - Salary or wages and Foreign employment income in INCDTLS schedule
On the Compliance page, click to open the return you want to pre-fill.
On the right side of the tax return, click Pre-fill from ATO.
For a successful pre-fill, you'll see the Pre-fill successful! message and date/time of pre-fill.
You can pre-fill the tax return as many times as you need. But if you have manually edited the previously pre-filled data, it will be over-written.
To view the pre-fill data, open the Income details schedule from Tax workpapers & schedules on the right panel.
If you need to pre-fill again, select the Pre-fill from ATO button. This will overwrite any previously edited ATO pre-fill amounts. Confirm the details and then select Pre-fill from ATO again.
You can edit or delete the pre-fill data if required.
After you've checked all the details, the return is ready to validate.
Pre-filling multiple times
For any tax returns created after 1 December 2023, you'll be able to pre-fill ATO data multiple times. Returns created before this date can be deleted and recreated to enable pre-filling multiple times.
When you pre-fill for the first time, the pre-fill data will be available in the schedules and integrated into the tax return labels.
If you need to pre-fill for the second time, it will overwrite any previously pre-filled data. This means that if you've edited any ATO pre-fill data, it will be overwritten. Any new pre-fill data will be added as a new record.
If you have manually entered data in the schedule, it will be retained.
Auto creation of schedules
After the pre-fill data is downloaded, the relevant schedules are created automatically created and pre-filled with the data from the ATO.
For example, if there's interest income from the ATO pre-fill report, the Income details schedule will be created and the data will be populated in the label in the tax return.
What if the pre-fill fails?
If the pre-fill fails, you'll see an error and need to contact MYOB support.
Can I view the pre-filled fields and the ATO pre-fill report?
No, you can't view the pre-fill report or the pre-filled fields, yet. If you want to check the data from the ATO, download the pre-fill report from ATO online services.