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Knowledge base
What's New
Recent Q & A
74
FAQ: SBR Partner
Q&A: Prior Year Tax Returns / Old Forms
FAQ: Lodgment confirmation
FAQ: Team member access
FAQ: No Accounting Software
View all 74
What's New
34
June 2023
Accziom Beta - A LodgeiT R&D Initiative
BGL SimpleFund 360 integration
January 2023
November 2022
View all 34
User Guide
Sign-up Process
9
Learn LodgeiT via GotoWebinar (Live Demo)
LodgeiT Workshop and Online Training
Sign-up / Create Account
LodgeiT’s Interface and Guide
LodgeiT Overview Process
View all 9
Account and Security
19
Account
To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
Turn on 2-step authentication via Authenticator app
2FA 30days
Reset Two-Factor Authentication
View all 19
QBOA User
12
QBO user - Sign in to LodgeiT
Migrate and Sync Clients from Quickbooks and from Other Accounting System in a Single Account in LodgeiT
"Sorry, there was a problem!"
How to Connect Accounting System to LodgeiT (QBO)
Sync client details with accounting system
View all 12
E-signature and Manual signing controls
17
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
View all 17
General Settings
41
Gear Wheel
Settings (User/Firm)
Profile - LodgeiT User/Firm
Settings - General
Settings - Contact Details
View all 41
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
View all 34
Tax Systems Conversion Guide
11
Client Migration Process
Direct Client Import / Migration
Pattern for Client Import (optional)
Extract and Import Client list from Xero
Extract and Import Client list from Handisoft/Handitax/Sage
View all 11
Practice Settings
ATO Online Services
4
Connect LodgeiT to ATO
How to Secure MyGov ID
Can a MyGov ID be Proof of Signing?
How to Refresh "Lodged-Error" Form (ATO status) / CMN.ATO.AUTH.011
Tax Agent
7
Practice Type for Tax Agent
Entity Type / Practice Type as Company (Tax agent)
Changing Bank Details (Tax Agent)
Taxpayer appointment of tax agent
Lodgement Declaration Requirement
View all 7
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
View all 6
Billing and Payments
General LodgeiT Pricing
11
Billing page
Pricing
Buying Lodgements (Business Owner / Individual)
How to see LodgeiT payment and invoice
Tax Agent Billing Page
View all 11
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
QBO credits
5
How to redeem LodgeiT through the Intuit ProAdvisor Program
Renewal of QuickBooks ProAdvisor Subscription
Error: Promo Code is not valid or no longer available
Invalid Promo Code
QBO Token: "The Subscription plan has already been used and no longer available to subscribe or renew"
Tax Forms
General
6
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
View all 6
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)
View all 6
Individual Tax Return
128
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)
Capital Gain Tax (CGT) Worksheet
View all 128
Company Tax Return
46
Preparation of Company Tax Return (CTR)
Company Tax Return 2022 via QBO
Company Tax Return 2022 via Xero
Company Tax Return 2022 Excel Import
Video of the Company Tax Form Filling Process
View all 46
Partnership Tax Return
15
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)
Understanding the Reconciliation Section - Partnership Tax Return (PTR)
View all 15
Trust Tax Return
39
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)
View all 39
Superannuation Fund Tax Return
32
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)
View all 32
Other Forms
Activity Statement
23
Preparation of Activity Statement (AS)
Manage Activity Statement (AS)
Pull new Activity Statement (AS)
Collecting and Filling Activity Statements (AS) from the ATO Systems
QBO BAS Import
View all 23
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 QBO?
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)
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 Return/Further Not Necessary (RNN)
TFND Tax Return Form ( Tax File Number Declaration)
1
Preparation of Tax File Declaration form (TFND)
Not for Profit
3
Chart of Account for Not for Profit Organisation (NFP)
"Not-For-Profit" Tax Form
Not for Profit Form
Special Purpose Financial Reports (SPFR)
General - SPFR
20
The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
SPFR: Advanced Financial Reports with Notes
Managing Special Purpose Financial Statement (SPFR) Templates
Modify Financial Reports
Financial Statements Production Overview
View all 20
Branding
1
Branding Settings and Logo (Emails and Special Purpose Financial Statements-SPFR)
Signing
4
Managing SPFR's Compilation Report
Sign a compilation report
Default Signatory (For Financial Report > Compilation)
Special Purpose Financial Statements (SPFR) and E-Signature
Company
3
Preparing Special Purpose Financial Reports (SPFR) for a Company
Demonstrating Producing Company SPFR via QBO
Accounting Versus Taxable Capital Gain
Individual
4
Preparing Special Purpose Financial Reports (SPFR) for Sole Trader
ATO Liability
Share of Franking credits from managed funds
Estimate: Includes complementary tax for special professional averaging
Trust
4
Preparing Special Purpose Financial Reports (SPFR) for a Trust
Working with Trusts
How to distribute/allocate profit to beneficiary in Trust SPFR
Video of the Trust SPFR Generation Process
Partnership
2
Preparing Special Purpose Financial Reports (SPFR) for a Partnership
How to distribute "Partners Profit Distribution Summary" in Partnership SPFR
Superfund
3
Preparing Special Purpose Financial Reports (SPFR) for Superannuation Fund (SMSF)
How to distribute "Members Profit Distribution Summary" in Superannuation Fund (SMSF) SPFR
Franking Credit as Refundable
Integrations
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 (QBO)
1
QBO Integration Instructions
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 AccountRight Live
4
Myob Accountright Live Integration
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
ATOmate Export Operational Guide
BGL SimpleFund 360
1
Import SMSF annual return from BGL SimpleFund 360
Importing Financials and Business Activity Statement (BAS)
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
LodgeiT Smart Excel Utility
7
LodgeiT Smart Excel Utility (LSU)
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
View all 7
Excel
1
Importing Financials from Excel
Classification of Account Line Items
7
Getting Started with Mapping Accounts
Chart of Accounts Taxonomy
Account allocation in tags
Scroll issue while mapping an accounts
How NOT to link Chart of Account
View all 7
QBO (BAS API and LSU)
5
Import BAS Values from QBO
QBO BAS Output different to LodgeiT BAS Value
Importing Financials from QuickBooks Online (Using LSU)
Importing Financial Statements from Quickbooks (QBO)
How to amend BAS details imported from QBO?
Reckon (Extract & Import ; using LSU)
4
Importing Financials from QuickBooks/Reckon Accounts Desktop (Extract & Import)
Importing Financials from QuickBooks/Reckon Accounts Desktop (Using LSU)
Import Financials from Reckon One (Extract and Import)
Import Financials from Reckon One (Using LSU)
Xero (API Integrated)
1
Importing Financials from Xero
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 Essentials / MYOB Business Lite (Extract & Import ; using LSU)
2
Importing Financials from MYOB Essentials (using LSU)
Importing Financials from MYOB Essentials -MYOB Business lite (Extract & Import)
MYOB Accounting Classic (Extract & Import)
1
MYOB Desktop Legacy (v13 to 19) - MYOB Accounting Classic (Extract & Import)
Elite (Using LSU)
1
Importing Financials from Elite (Using LSU)
MYOB - Accounting Legacy (using LSU)
2
Importing Financials from MYOB Accounting (using LSU)
Extract & Transform MYOB Accounting Legacy Profit and Loss Report
MYOB - Tax and Contacts (using LSU)
1
Importing Financials from MYOB Tax & Contacts Balance Sheet Report (Using LSU)
BGL Simple Invest 360
2
Financial import - BGL Simple Invest 360
BGL Simple Invest 360 Import Error: "Doesn't have a valid format"
Other Software Providers
5
Extract & Transform HandiLedger Balance Sheet Report
Extract & Transform Handiledger Profit Loss
Extract & Transform Mas Sol6 Balance Sheet Report
Extract & Transform Tally Balance Sheet Report
Extract & Transform Tally Profit and Loss Report
General Accounting & Tax Knowledge
General Tax Knowledge
17
Accounting and Tax Facts for Dividends
Losses
Simpler Depreciation for Small Businesses
Minutes of Trustee Resolution
Cash vs Accrual Reporting in Tax Forms
View all 17
Effective Accounting Techniques
11
Preparing Accounts for LodgeiT
Understanding Accounting Reports
Cash vs. Accrual Accounting
How to Ensure Accounts are Accurate
Accounting Depreciation Different to Tax Depreciation for SBE Company
View all 11
Basic Accounting Literacy
1
Basic Accounting Literacy
Accounting to Tax Reconciliations
1
Logic of Reconciliation Section
LodgeiT Tools and Storage
Working Papers
11
Using Working Papers
Checking Workpapers : as an "accountant"
Checking Workpapers : as a "reviewer"
Checking Workpapers: for expected value
Delete workpapers
View all 11
Other Calculators & Tools
12
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
View all 12
Share Register & Franking Account Tools
10
How to use the Share Register & Franking Account
Dividends Paid and Franking Account
Add Dividends paid by the company to the Shareholders
Working with the Share Register & Paying Dividends
Opening Balance - Franking Account
View all 10
Depreciation Tools
65
Settings - Depreciation
Initial Configurations for Setting up Depreciation Module
Depreciation Report for a Rental Property
Fixing Depreciation Start Date
Depreciating Assets Groups & Classes
View all 65
Tax Related Reconciling Tools
13
The Reconciliation Analyser
About Activity Statement Analyser's
Activity Statement Analysis - Accounting System
The GST Analyser
Annual GST Analyser
View all 13
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
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
View all 11
LodgeiT video series
ContractZ
0
Resources
Known Error Codes
190
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
View all 190
Old Forms
7
Old Form : Trust Tax Return Form 2015
Validation Errors on Old Forms
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
View all 7
LodgeiT Labs
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
4
Information Marketplace
LE Demo - Tax Legislation Reasoning Using Logical English
MERC - Merchant Money for Information Access Control & Reward
Stephen Wolfram Discusses Blockchain Technologies
MERc
4
Buying MERc with Bitcoin
Sell MERc get Bitcoin
Transferring MERc
Withdraw Layer 2 to Layer 1