You can now view the immediate prior year data in the tax return you're in.
This will help you check and find disparity in your client's tax return data, compare amounts and easily view a summary of the current year and previous year in one place.
Key things to know
You can compare the current year data and immediate prior year tax return data if it's available in Practice Compliance.
You can use a toggle to view the prior year data below the fields directly.
The comparison doesn't work if the immediate prior year return is in AE/AO.
This feature is available on 2025 and 2026 Individual tax returns. That means when you're in a 2026 return, you can compare with 2025 return data, and when in a 2025 return you can be compare with 2024 return data.
To open the prior year window, select Prior year comparison button.
Feature | Description |
|---|---|
Refresh | If you're working on the return and want to see the latest data |
All | Shows all the fields in the tax return |
Filtered | Shows if either of the 2 years has a value (including 0 values) |
Variance | Shows if either of the 2 years has a value in the variance field (including 0 values) |
Side view of comparison data
Use the arrow (->) on the top right (Dock to side-by-side view) to move the window the right side of the tax return.
When you move the window to the side, you can keep working on the tax return. If you make changes in the return, click the Refresh button to see the updated data.
Click the arrow to close the navigation bar so you can get a clear view of the return and the comparison window.
Print the comparison data
Use the Preview (PDF) located in the prior year comparison window to open the summary in a new tab, you can review or print the report from here.
Show prior year amounts below the fields
When the toggle is turned on, prior year amounts appear below the relevant fields in the return, so you can compare them while preparing the current year return.
The toggle is located on top of the tax return, next to the Prior year data button.
Why is the toggle greyed out?
If the toggle is greyed out, there’s no prior year data available to compare. Prior year comparison doesn’t include returns from AE/AO.
Which fields don't show the prior year data
While most fields show the prior year amounts (if available), the following fields will not have prior year data
Individual Information section
Agent details section
Tax estimate section
Additional information field
Split field items like Aux label X under Primary production of Item 13 Partnerships and Trust, will only show the amount value and not the Type or Description.
Private health insurance policy details under the Medicare levy related items.