ATO Prefills workpaper

The ATO Prefills workpaper holds the income, tax withheld, investment and other information received from the ATO for each individual in the tax return. It is the source of ATO-provided figures for the other Individual Tax Return (ITR) workpapers, so the same figures never need to be entered twice.

 Individuals

•     Each individual in the return has their own prefill information.

•     The workpaper shows the prefills for the selected individual only. One individual's data never appears against another's.

Sections and fields

Wages & Other Income

•     Gross Payments

•     Tax Withheld

•     Allowances, earnings, tips, director's fees etc.

•     Employer lump sum payments

•     Australian superannuation lump sum payments

Trust Distribution

•     Managed Funds

•     Non-primary production distribution

•     Franked distribution

•     Franking credits

•     Foreign income

•     Foreign Income Tax Offset (FITO)

•     Capital gains – Discount, Other, Concessions and Losses

Interest

•     Gross interest

•     TFN amounts withheld from gross interest

Dividend Income

•     Unfranked dividends

•     Franked dividends

•     Franking credits

Capital Gains

PAYG Instalments

Other Income: any ATO income that does not fit a dedicated category is kept here, so nothing is lost when the prefill is imported.

Source document

The ATO Prefill report is attached to the workpaper, so reviewers can trace each value back to the source.

Where the values go

Note: If an amount has already come through ATO Prefills, it is not added again when the same information is entered in a client-provided workpaper. 

How to access

•     Go to Jobs and open the relevant job.

•     Click the Workpapers icon or navigate to Job Results then Workpapers.

•     Select ATO Prefills on the Workpapers Dashboard.