LodgeiT

Recent Q & A 68

• FAQ: SBR Partner
• Prior Year Tax Returns / Old Forms
• Q&A: MyGov as Auskey Replacement
• FAQ: Lodgment confirmation
• FAQ: Team member access

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LodgeiT Newsletter 41

• Workshop and Trainings
• December 2024
• Enhanced "Clients Import"
• Tax Season 2024
• August 2024

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Sign-up Process 11

• Learn LodgeiT via GotoWebinar (Live Demo)
• LodgeiT Workshop and Online Training
• Sign-up / Create Account
• Getting Started Guide
• LodgeiT Overview Process

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Account and Security 18

• Account
• To use 'QuickBooks Online' Credentials to Sign-in to LodgeiT
• Set up 2-factor authentication
• Reset Two-Factor Authentication
• Codes Security (SMS)

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'QuickBooks Online Accountant' User 14

• QuickBooks user - Sign in to LodgeiT
• Migrate and Sync Clients from 'QuickBooks Online Accountant and from Other Accounting System in a Single Account in LodgeiT
• How to Connect QuickBooks Online Accountant to LodgeiT
• Client Sync ('QuickBooks Online' from/to LodgeiT)
• 'QuickBooks Online' Clients duplicate after import (how to re-sync)

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E-signature and Manual signing controls 18

• Signing Documents Electronically Under Corporations Act 2001
• E-signature Template
• Out To Sign: Using E-Signature
• Out To Sign: Manual Signature
• Settings - Primary Contact/Signatory

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General Settings 44

• "Tax Genii" your AI Tax Research Assistant
• Intermediary
• Gear Wheel / Cog Wheel
• Settings (User/Firm)
• Settings - General

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General Form Settings and Controls 34

• Dashboard - Work status filter and sort (team, form, period, client group)
• Form Workflow Sequence and E-signature
• How to see Lodged Form / Lodgement Receipt
• How to Create a Tax Form
• How to Amend a Tax Form

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Tax Systems Conversion Guide 11

• Client Migration Process
• Direct Client Import / Migration
• Pattern for Client Import (optional)
• Extract and Import Client list from Xero
• Client List: Extract and Import Client from Handiledger/Handisoft/Handitax/Sage One

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ATO Online Services 4

• Connect LodgeiT to ATO
• How to Secure MyGov ID
• MyGov ID as Proof of Agent's Signature
• Error: "LodgeiT is not selected as your SBR software service provider"

Tax Agent 7

• Practice Type for Tax Agent
• Entity Type / Practice Type as Company (Tax agent)
• Taxpayer appointment of tax agent
• Lodgement Declaration Requirement
• Switch Tax Agent

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Notifications 0

Branding 1

• Brand Setting and Logo

Email Settings 6

• About Email Settings
• Troubleshooting Sending Client Emails
• 'Email From' (Sender) Disconnect old email address and Connect new email address
• Bounce Email / Message
• Shared email address of Microsoft 365

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General LodgeiT Pricing 11

• Billing page
• Pricing
• Buying Lodgements for Non-Agent (Business entity)
• How to see LodgeiT payment and invoice
• Tax Agent Billing Page

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'QuickBooks Online Accountants' ProAdvisor Credits/Token 4

• How to "Activate"/redeem LodgeiT through the Intuit ProAdvisor Program
• Renewal of QuickBooks ProAdvisor Subscription (Subscription has Expired)
• Error: Promo Code is not valid or no longer available
• Renew, Re-Activate, Expired, Upgrade, Downgrade of QuickBooks Pro Advisor Subscription

Pricing for Franchisees 3

• About Franchisee Licences
• Buying and Assigning Licences
• Multiple Accounts (Franchisee) in LodgeiT using Switch Organisation

Pricing for BGL 1

• Buying lodgement for SMSF

Trust: General 10

• Major Section of Trust Tax Return
• Activate Reporting Module for Trust Tax Return form (TRT)
• Preparation of Trust Tax Return (TRT Form)
• Video of the Trust Tax Form (TRT) Filling Process
• Notice to sent - Trust Tax Return (TRT Form)

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Trust: Income 18

• Reporting Partnership, Interest & Dividend Income, Capital Gains and Rentals For Trust Tax Form (TRT)
• How to Use Tags in accounts with other Income categories in Trust Tax Return (TRT)
• Deceased Estate - Trust Tax Return (TRT Form)
• Error: The A - Income of the trust estate field is required in Trust Tax Return Form (TRT)
• Rental Income NOT for Business

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Trust: Deductions/Expenses 2

• How to Use Tags in accounts with other expense categories in Trust Tax Return (TTR Form)
• Figures from Imported Financials Not Related to Business

Trust: Net Income (CGT, Foreign, Losses) 14

• Trust Tax Return (TRT) - Applying PRIOR YEAR LOSS
• Trust Tax Return (TRT) loss distribution
• Trust Losses (Carried Forward Loss) in Trust Tax Return (TRT)
• CGT gains distribution is not showing up in the Individual Tax Return (ITR)
• Net Trust Income Must Equal Distributed Income - Trust Tax Return Form (TRT)

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Trust: Reconciliation 1

• TRT: Understanding the Reconciliation Section

Trust: Other (PSI, TOFA, NCMI, Offset, Medicare) 0

Trust: Business 1

• Distribution of Small Business Income not showing

Trust: Depreciation 2

• Q&A: Non-business related depreciation items in the Trust Tax Return?
• Small Business Entity (SBE) Item K: "Depreciation Expenses on Accounts" (simplified depreciation rules)

Trust: Beneficiaries 6

• Q&A: Trust Distribution to beneficiaries (Financial Report)
• Maximum number of beneficiaries
• How to Distribute Capital Gain to Beneficiary?
• Tax Losses in beneficiary distribution
• "Remove" a Beneficiary

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General 9

• Lodgment progress status
• Form Status (lodgement issue)
• BAS Agent/Bookkeeper to Lodge Tax Form
• Opening Stock and Cost of Sales
• Colors of Error and Warning

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Tax Form Checklist 6

• Pre June Checklist for Individual Tax Return (ITR)
• Pre June Checklist for Company, Partnership, and Trust Tax Return
• Year End Checklist for Individual Tax Return (ITR)
• Year End Checklist for Partnership Tax Return (PTR)
• Year End Checklist for Company Tax Return (CTR)

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Individual Tax Return 136

• Preparation of an Individual Tax Return (ITR)
• Activate "Individual Tax Return" Reporting Module/Manage Sections
• Adding "Dividends" manually
• Worksheet: Capital Gain Tax (CGT) "Granular method"
• Capital Gains (CGT)

View all 136

Company Tax Return 48

• Preparation of Company Tax Return (CTR)
• Company Tax Return 2022 via 'QuickBooks Online'
• Company Tax Return 2022 via Xero
• Company Tax Return 2022 Excel Import
• Video of the Company Tax Form Filling Process

View all 48

Partnership Tax Return 21

• Preparation of Partnership Tax Return (PTR)
• Video of the Partnership Tax Form Filling Process
• Activate "Partnership Tax Return" Reporting Module
• Small business Tax Offset -Partnership Tax Return (PTR)
• PTR: Understanding the Reconciliation Section

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Trust Tax Return 3

• TRT: Small Business Skills and Training Boost / Small Business Technology Investment Boost The ATO introduced two measures to support small
• TFN Report
• Trust Income Earned by a Trust or Partnership

Superannuation Fund Tax Return 35

• Preparation of Self Managed Superannuation Fund (SMSF)
• How to Prepare Accounts for Superannuation Funds to Import to LodgeiT
• Activate Relevant Sections of Self Managed Superannuation Fund Form (SMSF)
• Import Self Managed Superannuation Fund (SMSFAR) from Mclowd to LodgeiT
• Calculation Engine for Retirement - Self Managed Superannuation Fund (SMSF)

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Activity Statement (BAS) 27

• Preparation of Activity Statement (AS)
• Manage Activity Statement (AS)
• Pull new Activity Statement (AS)
• Collecting and Filling Activity Statements (AS) from the ATO Systems
• 'QuickBooks Online' BAS Import

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FBT Tax Return Form (Fringe Benefit Tax) 2

• Preparation of Fringe Benefit Tax Return Form (FBT)
• FBT Worksheet and Calculation

PAYG Payment Summary Tax Return 2

• Preparation of PAYG Payment summary (PS)
• How to Import Empdupe to Payment Summary Form (PS)

TPAR Tax Return Form (Taxable Payments Annual Report) 5

• Preparation of Taxable Payments Annual Report Form (TPAR)
• How to Import Excel Template to Taxable Payments Annual Report (TPAR)
• OLD Taxable Payments Annual Report Preparation (TPAR)
• How to Lodge NIL TPAR?
• How to import TPAR from 'QuickBooks Online'?

CGNFT ( Consolidated Groups Notification of Formation and Member Entrance-Exit ) 1

• Preparation of Consolidated Groups Notification of Formation and Member Entrance/Exit Form (CGNFT)

FTER ( Family Trust Election 1

• Preparation of Family Trust Election, Revocation or Variation Form (FTER)

IEE ( Interposed Entity Election and or Revocation ) 1

• Preparation of Interposed entity election and or revocation form (IEE

RNN Tax Return Form ( Return Further Returns Not Necessary) 1

• Preparation of Non Lodgement Advice (NLA)

TFND Tax Return Form ( Tax File Number Declaration) 1

• Preparation of Tax File Declaration form (TFND)

Not for Profit 2

• Chart of Account for Not for Profit Organisation (NFP)
• "Not-For-Profit" Tax Form

General - Financial Reporting 23

• The LodgeiT Approach to Preparing Financial Reports
• "Financial Report" Manage and Modify
• Basic "Financial Report" (Free Version)
• Advanced and Paid Version of "Financial Reports" with Notes
• Interim "Financial Report"

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Branding 1

• Branding Settings and Logo (Emails and Financial Statements)

Signing 4

• Managing "Financial Report" Compilation Report
• Sign a compilation report
• Default Signatory (For Financial Report > Compilation)
• "Financial Report "Statements and E-Signature

Company 3

• Preparing "Financial Reports" for a Company
• Demonstrating Producing Company "Financial Statement Report" via 'QuickBooks Online'
• Accounting Versus Taxable Capital Gain

Individual 4

• Preparing "Financial Reports" for a Sole Trader
• ATO Liability
• Share of Franking credits from managed funds
• Estimate: Includes complementary tax for special professional averaging

Trust 4

• Preparing "Financial Reports" for a Trust
• Working with Trusts
• How to distribute/allocate profit to beneficiary in Trust "Financial Report"
• Video of a Trust "Financial Report" Generation Process

Partnership 2

• Preparing "Financial Reports" for a Partnership
• How to distribute "Partners Profit Distribution Summary" in Partnership "Financial Reports"

Superfund 3

• Preparing "Financial Reports" for a Superannuation Fund (SMSF)
• How to distribute "Members Profit Distribution Summary" in Superannuation Fund (SMSF) Financial Report
• Franking Credit as Refundable

Legal Documents / Templates 1

• Report Templates: Legal Documents/Templates

Integration (API) General Settings 5

• Settings - Import
• API General Settings- Importing Financials
• Removing Imported Financials
• Manage Connection: How to remove accounting software
• How to refresh/re-import financials

QuickBooks Online 3

• 'QuickBooks Online' Integration Instructions
• Time Billing (using QuickBooks Online-TSheet)
• QuickBooks Pro Advisor "Troubleshooting" guides

Xero 9

• About Xero integration
• Sign in with Xero
• Sign up with Xero
• Connect to Xero
• Continue with existing Xero organisation

View all 9

MYOB Business (Myob AccountRight Live, and MYOB Essentials) 4

• MYOB BUSINESS (Myob AccountRight online and MYOB Essentials)
• Error: Something went wrong while importing financials from MYOB AccountRight Live
• Issue: Myob API Import - figures are incorrect
• Financial import from Myob AccountRight - Issue with Retained Earnings

ATOmate 1

• Export to ATOmate

ATO SmartDocs 1

• Export to ATO SmartDocs

BGL SimpleFund 360 1

• Import SMSF annual return from BGL SimpleFund 360

General 5

• What is a Financial "Import"?
• General - Importing Financials
• Financial Reports (comparative excel sheet example)
• "Do not import to tax return"
• Negative Bank Balance

Excel 1

• Importing Financials from Excel

Classification of Account Line Items 9

• Understanding LodgeiT Chart of Accounts
• Getting Started with Mapping Accounts
• Chart of Accounts Taxonomy
• Account allocation in tags
• Scroll issue while mapping an accounts

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'QuickBooks Online' (API and LSU) 3

• Importing Financials from QuickBooks Online (Using LSU)
• Importing Financial Statements from 'QuickBooks Online'
• Amend BAS details imported from'QuickBooks Online'?

Reckon (Extract & Import ; using LSU) 4

• Import Financials from QuickBooks/Reckon Account Hosted (Desktop version Extract & Import)
• LSU: Importing Financials from QuickBooks/Reckon Accounts Desktop
• Import Financials from Reckon One (Extract and Import)
• LSU: Import Financials from Reckon One

Xero (API Integrated) 0

LodgeiT Smart Excel Utility 12

• LodgeiT Smart Excel Utility (LSU) Installation
• Generate an XML using LodgeiT Smart Excel Utility (LSU)
• Import financials using LodgeiT Smart Excel Utility (LSU)
• Software's that LodgeiT Smart Excel Utility (LSU) support
• Installation for Add-in issue : LodgeiT Smart Excel Utility

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Other Software Providers using LSU 15

• Extract & Transform HandiLedger Balance Sheet Report
• Extract & Transform Handiledger Profit Loss
• LSU: Extract & Transform Mas Sol6 Balance Sheet Report
• LSU:Extract & Transform Mas Sol6 Profit and Loss Report
• Extract & Transform Tally Balance Sheet Report

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Software Assistant (Extract & Import) 1

• Importing financials from Software Assistant

MYOB Account Right - Desktop version (Extract & Import) 1

• MYOB AccountRight - Desktop version (Extract & Import)

MYOB Business Lite (Extract & Import ; using LSU) 2

• LSU: Importing Financials from MYOB Essentials (using LodgeiT Smart Excel Utility)
• Importing Financials from MYOB Business lite (Extract & Import)

MYOB Accounting Classic (Extract & Import) 1

• MYOB Accounting Classic / MYOB Desktop Legacy (v13 to 19) - (Extract & Import)

Elite (Using LSU) 1

• LSU: Importing Financials from Elite

MYOB - Accounting Legacy (using LSU) 2

• LSU: Import Financials from MYOB Accounting
• MYOB Accounting Legacy: Extract & Transform Financial Report

MYOB - Tax and Contacts (using LSU) 2

• Using LSU: Extract, Transform and Import Financials from MYOB Tax & Contacts Balance Sheet Report
• Using LSU: Extract, Transform and Import MYOB Tax & Contacts Profit and Loss Report

MYOB AO Classic 1

• Using LSU: Import "MYOB AO Classic" Balance Sheet and Profit and Loss in LodgeiT

BGL Simple Invest 360 2

• Financial import - BGL Simple Invest 360
• BGL Simple Invest 360 Import Error: "Doesn't have a valid format"

General Tax Knowledge 18

• Accounting and Tax Facts for Dividends
• Losses
• Simpler Depreciation for Small Businesses
• Cash vs Accrual Reporting in Tax Forms
• Flow-through of Dividends from Company via Trust to Human Beneficiary

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Effective Accounting Techniques 11

• Preparing Accounts for LodgeiT
• Understanding Accounting Reports
• How to Ensure Accounts are Accurate
• Accounting Depreciation Different to Tax Depreciation for SBE Company
• Handling Dividend Reporting

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Basic Accounting Literacy 1

• Basic Accounting Literacy

Accounting to Tax Reconciliations 1

• Logic of Reconciliation Section

Working Papers 10

• Using Working Papers
• Checking Workpapers : as an "accountant"
• Checking Workpapers : as a "reviewer"
• Checking Workpapers: for expected value
• Delete workpapers

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Other Calculators & Tools 12

• Access Borrowing Cost Calculator
• Create & Manage Loans
• Finding the Interest rate for the Hire Purchase (HP) Calculator
• GST Reconciliation - Cash GST reporting and Accrual accounting
• Notes

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Share Register & Franking Account Tools 11

• Working with the Share Register & Paying Dividends
• How to use the Share Register & Franking Account
• Dividends Paid and Franking Account
• Add Dividends paid by the company to the Shareholders
• Opening Balance - Franking Account

View all 11

Depreciation Tools 64

• Settings - Depreciation
• ATO Guide to Depreciation
• Depreciation FAQ's
• Understanding our MAJOR 2024 Year Depreciation System Update
• Migrate Tax Depreciation into Tax Returns

View all 64

Tax Related Reconciling Tools 12

• The Reconciliation Analyser
• Activity Statement Analysis - Accounting System
• The GST Analyser
• Annual GST Analyser
• Payroll Analyser

View all 12

Share Buy - Sell Tools 3

• Manage Buys & Sells of Shares
• Edit or Remove a Share Buy Sell Transaction
• Manage the Sell of Shares that have been bought in different batches

Document Storage 10

• Document Storage Overview
• Understanding Document Types & Document Timeframes
• Create "File" Date/Period
• Attaching Documents in the Document Storage Area
• Document Sub-Type for Financial Report

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Known Error Codes 209

• CMN.ATO.GEN.430018
• ABR Outage
• CMN.ATO.AS.000161
• CMN.ATO.CTR.428136
• CMN.ATO.AUTH.007 / CMN.ATO.AUTH.008 - Not Authorized to Lodge

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Old Forms 7

• Validation Errors on Old Forms
• Old Form : Trust Tax Return Form 2015
• Old Form: With ABN and without business income/ANZSIC
• Attaching a Losses Schedule for an Old Form
• TRT Old Form: Net Primary Production Income or Loss

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LodgeiT Labs > AccFx 51

• Accfx Login
• Demo
• Make Consolidated Entity
• Change from Company to Trust
• Charts Demo

View all 51

LodgeiT Labs > Livestock 3

• Grain Farming Concepts
• Livestock Processing
• Quantities

LodgeiT Labs > Pacioli 1

• Standard Business Reporting Model

LodgeiT Labs > Algorithmic Accounting 2

• Algorithmic Accounting
• Ethereum Layer 2 Decentralised to Centralised Wallet

Research & Development 5

• Information Marketplace
• LE Demo - Tax Legislation Reasoning Using Logical English
• MERC - Merchant Money for Information Access Control & Reward
• Stephen Wolfram Discusses Blockchain Technologies
• GPT & Division 7A

MERc 4

• Buying MERc with Bitcoin
• Sell MERc get Bitcoin
• Transferring MERc
• Withdraw Layer 2 to Layer 1