Inland Revenue prefill

Modified on Fri, 28 Feb at 8:32 AM

Overview

The prefill feature allows you to manually import data from Inland Revenue (IR) and creates workpapers with pre-populated IR data. Prefill is currently supported for IR3 and IR3NR return types.

How to import

From the TaxLab home screen, select the name of the entity.
From the Income Tax tab select the Tax Year you wish to import prefill for.
From the menu bar select Workpapers > Inland Revenue prefill.
Check that the import status is Ready to import. If it's not, please contact the administrator of your Inland Revenue connection.
Select Import.
Check the box to confirm the income tax year is correct. If the wrong dates are showing, click the cancel button, then navigate to the entity’s tax year settings and correct the relevant balance date(s).
Select Request import.

The income data may take a few minutes to complete processing. Only data that Inland Revenue held at the time of the import request will be imported (a complete list of possible prefill data is shown below).

Automatic workpaper creation

As part of the import, supported workpapers will automatically be created. These newly created workpapers will include audit trail and sign-off, and can be edited and removed by users the same way as manually created workpapers. If you have data in your trial balance, you will need to access prefill data and workpapers separately.

Workpapers summary screen

Automatically created workpapers are grouped by Inland Revenue prefill at the top of the Workpapers > Workpapers screen.

Employment income workpapers are also grouped under the Employment Income heading. These are not duplicate workpapers; they are shown in both headings to assist with the review process.

Automatically created workpapers are signed off by Inland Revenue prefill, indicated by the initials 'IR.' If they are subsequently edited, their status will turn orange, similar to any other signoff.

Deleting workpapers and prefill data

Remove selected workpapers

Automatically created IR workpapers can be removed as normal, by removing a workpaper. This will remove the workpaper but retain any notes, files and queries that had been entered. These can be viewed at Workpapers > Accounts > Inland Revenue prefill. This is useful if a particular type of income is already entered another way and you don't want it in there twice.

Delete all prefill data and workpapers

To permanently delete all prefill data, workpapers created by the prefill import and associated notes and queries:

Navigate to Workpapers > Inland Revenue prefill
Click Delete

Troubleshooting

Prefill data seems incorrect.

Check the income year settings to make sure you are importing data for the correct period. If the dates are incorrect you can delete all prefill, and reimport. You can also reimport the data if you think it may have updated. Check that you are linked for all the relevant tax types at IR.

Prefill data does not reconcile to data held by IR.

Check the income year settings to make sure you are importing data for the correct period. You can also reimport the data if you think it may have updated. If you have completed both of these actions, contact TaxLab Support.

Data isn't importing and/or an error message is showing

Check that the IRD number has been entered correctly for the entity, and that you are linked at with them at IR. Check that you IR integration is active by selecting Administration from the TaxLab home screen > Integrations. Retry the import and if the error persists, contact TaxLab Support.

Complete list of prefill data

The complete list of data that Inland Revenue may hold and provide is shown below. When importing, only the data Inland Revenue holds for the entity at that specific point in time will be included.