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Knowledge base
What's New
What's New
15
December 2020
June 2020
June 2020 - Tax Form Changes
May 2020
March 2020
See all 15 articles
User Guide
Recent Q & A
48
FAQ: SBR Partner
Q&A: Prior Year Tax Returns / Old Forms
FAQ: Lodgment confirmation
FAQ: Team member access
FAQ: No Accounting Software
See all 48 articles
Sign-up Process
6
LodgeiT Overview Process
Getting Started for Tax Agents
Getting Started for Bookkeepers
Getting Started for Business Owners
Learn LodgeiT via GotoWebinar
See all 6 articles
Account and Security
17
Account
To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
Turn on 2-step authentication via Authenticator app
Feedback
Organisation Log
See all 17 articles
E-signature and Manual signing controls
6
Signing Documents Electronically Under Corporations Act 2001
E-signature Template
Out To Sign: Manual Signature
Out To Sign: Using E-Signature
E-Sign Notifications
See all 6 articles
General Form Settings and Controls
20
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
See all 20 articles
General Settings
33
Intermediary VS. Business
Gear Wheel
Human Icon
Business Owner to Lodge for Multiple entities
Using LodgeiT to Lodge for Multiple Entities / Switch Organisation (FOR TAX AGENT)
See all 33 articles
Tax Systems Conversion Guide
5
Client Migration
Extracting Client List from Elite
Extract Client List from Handisoft
Client groups bulk import (existing client)
Pattern for Client Import (optional)
QBOA User
9
Sync client details with accounting system
Synchronise Client Details from LodgeiT to QBO
LodgeiT to QBO Client Sync - Export
LodgeiT to QBO Client Sync - Import
Connecting LodgeiT from/to QBO
See all 9 articles
Practice Settings
ATO Online Services
3
Connect LodgeiT to ATO
How to Secure MyGov ID
Can a MyGov ID be Proof of Signing?
Tax Agent
1
Practice Type for Tax Agent
Notifications
0
Branding
1
Brand Setting and Logo
Email Settings
2
About Email Settings
Troubleshooting Sending Client Emails
Billing and Payments
General LodgeiT Pricing
7
Billing page
Pricing
Buying Lodgements (Business Owner / Individual)
Package Subscription for Tax Agent
How to see LodgeiT payment and invoice
See all 7 articles
Pricing for Franchisees
2
About Franchisee Licences
Buying and Assigning Licences
Pricing for BGL
1
Buying lodgement for SMSF
Tax Forms
Individual Tax Return
61
Preparation of an Individual Tax Return (ITR)
Activate "Individual Tax Return" Reporting Module
Adding bank details into an Individual Tax Form (ITR)
Adding "Dividends" manually for Individual Tax Returns (ITR)
Business & PSI Income - Individual Tax Return (ITR)
See all 61 articles
Company Tax Return
25
Preparation of Company Tax Return
How to revert accrual reports to cash for Company Tax Return (CTR)
Understanding the Reconciliation Section - Company Tax Return (CTR)
Reporting Dividend Income received into a Company Tax Return (CTR)
Reporting Capital Gains into a Company Tax Return (CTR)
See all 25 articles
Partnership Tax Return
12
Preparation of Partnership Tax Return (PTR)
Activate "Partnership Tax Return" Reporting Module
Small business Tax Offset -Partnership Tax Return (PTR)
Understanding the Reconciliation Section - Partnership Tax Return (PTR)
Reporting Partnership, Interest & Dividend Income, Trusts and Rentals For Partnership (PTR)
See all 12 articles
Superannuation Fund Tax Return
18
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
Importing BGL Forms - Self Managed Superannuation Fund (SMSF)
See all 18 articles
Trust Tax Return
20
Preparation of Trust Tax Return (TRT Form)
Video of the Trust Tax Form (TRT) Filling Process
Spreadsheet Example - Trust Comparatives
Activate Reporting Module for Trust Tax Return form (TRT)
Net Trust Income Must Equal Distributed Income - Trust Tax Return Form (TRT)
See all 20 articles
Other Forms
Activity Statement
13
Preparation of Activity Statement (AS)
Manage Activity Statement (AS)
Switch-Off Auto Produce Activity Statement (AS)
Pull new Activity Statement (AS)
Activity Statement (AS) preloaded from ATO
See all 13 articles
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)
4
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?
CGNFT ( Consolidated Groups Notification of Formation and Member Entrance-Exit )
1
Preparation of Consolidated Groups Notification of Formation and Member Entrance/Exit Form (CGNFT)
FBT Tax Return Form (Fringe Benefit Tax)
1
Preparation of Fringe Benefit Tax Return Form (FBT)
FTER ( Family Trust Election
1
Preparation of Family Trust Election, Revocation or Variation Form (FTER)
Integrations
Xero
8
About Xero integration
Sign in with Xero
Sign up with Xero
Connect to Xero
Continue with existing Xero organisation
See all 8 articles
Importing Financials
General
5
General : Importing Financials
Settings - Import
Removing Imported Financials
Financial Reports (comparative excel sheet example)
How to remove accounting software connection
QuickBooks Online (QBO)
3
Extract & Transform QuickBooks Online Balance Sheet Report
Extract & Transform QuickBooks Online Profit and Loss Report
Importing Financial Statements from Quickbooks (QBO)
Reckon
2
Importing Financials from QuickBooks/Reckon Accounts Desktop
Importing Financials from Reckon One
MYOB
9
Extract & Transform MYOB Accounting Legacy Balance Sheet Report
Extract & Transform MYOB Accounting Legacy Profit and Loss Report
MYOB Desktop Legacy (v13 to 19)
Transform Report and MYOB Essentials using LodgeiT Smart Excel Utility
Extract & Transform MYOB Essentials Balance Sheet Report
See all 9 articles
Xero
1
Importing Financials from Xero
Excel
1
Importing Financials from Excel
Other Software Providers
6
Extract & Transform HandiLedger Balance Sheet Report
Extract & Transform Handiledger Profit Loss
Extract & Transform Mas Sol6 Balance Sheet Report
Extract & Transform Mas Sol6 Profit and Loss Report
Extract & Transform Tally Balance Sheet Report
See all 6 articles
LodgeiT Smart Excel Utility
7
LodgeiT Smart Excel Utility
Generate LodgeiT Import Files from Any Accounting System
Unable to see "LodgeiT/LSU" tab in spreadsheet (LodgeiT Smart Excel Utility)
LSU Issue: The System Cannot find the File Specified
Client Code for LodgeiT Smart Excel Utility
See all 7 articles
General Accounting & Tax Knowledge
General Tax Knowledge
10
Accounting and Tax Facts for Dividends
Losses
Minutes of Trustee Resolution
Cash vs Accrual Reporting in Tax Forms
Flow-through of Dividends from Company via Trust to Human Beneficiary
See all 10 articles
Effective Accounting Techniques
6
Preparing Accounts for LodgeiT
Small Business Entity having Accounting vs Tax Depreciation
Handling Dividend Reporting
Trust Beneficiary Loans in QuickBooks
How to account for Sole Trader Equity
See all 6 articles
Special Purpose Financial Reports
15
Managing Special Purpose Financial Statement (SPFR) Templates
Adjusting Your Branding Settings and Adding Your Logo (Emails and Special Purpose Financial Statements-SPFR )
Cash vs. Accrual Reporting in Special Purpose Financial Reports (SPFR)
Special Purpose Financial Statements (SPFR) and E-Signature
Preparing Special Purpose Financial Reports (SPFR) for a Company
See all 15 articles
Classification of Account Line Items
3
Getting Started with Mapping Accounts
Chart of Accounts Taxonomy
Scroll issue while mapping an accounts
Accounting to Tax Reconciliations
1
Logic of Reconciliation Section
LodgeiT Tools and Storage
Working Papers
10
Using Working Papers
Checking Workpapers : as an "accountant"
Checking Workpapers : as a "reviewer"
Checking Workpapers: for expected value
Delete workpapers
See all 10 articles
Other Calculators & Tools
8
Access Borrowing Cost Calculator
Create & Manage Loans
Finding the Interest Rate for the Hire Purchase Calculator
GST Reconciliation - Cash GST reporting and Accrual accounting
Manage Hire Purchase Calculators
See all 8 articles
Share Register & Franking Account Tools
5
How to use the Share Register & Franking Account
Working with the Share Register & Paying Dividends
Add Dividends paid by the company to the Shareholders
Opening Balance - Franking Account
Understanding Franking Credits
Depreciation Tools
23
Settings - Depreciation
Video : Basics of Depreciation including General Pool
Depreciation FAQ's
Depreciation Rules
Depreciation for Individual Tax Return Form (ITR)
See all 23 articles
Tax Related Reconciling Tools
14
The Reconciliation Analyser
About Activity Statement Analyser's
Activity Statement Analysis - Accounting System
The GST Analyser
Annual GST Analyser
See all 14 articles
Share Buy - Sell Tools
4
Complete Share Information
Edit or Remove a Share Buy Sell Transaction
Manage Buys & Sells of Shares
Manage the Sell of Shares that have been bought in different batches
Document Storage
11
Understanding Document Types & Document Timeframes
Document Storage Overview
Attaching Documents in the Document Storage Area
Create Document Time Frame Associations
Document Storage on Calculators
See all 11 articles
LodgeiT video series
ContractZ
0
Resources
Known Error Codes
111
CMN.ATO.GEN.430018
ABR Outage
CMN.ATO.AS.000161
CMN.ATO.CTR.428136
CMN.ATO.AUTH.007
See all 111 articles
Old Forms
3
Old Form : Trust Tax Return Form 2015
Validation Errors on Old Forms
Old Form: With ABN and without business income/ANZSIC