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Knowledge base
What's New
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
View all 68
What's New
40
Workshop and Trainings
Enhanced "Clients Import"
Tax Season 2024
August 2024
June 2024
View all 40
User Guide
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
View all 11
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)
View all 18
'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)
View all 14
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
View all 18
General Settings
44
"Tax Genii" your AI Tax Research Assistant
Intermediary
Gear Wheel / Cog Wheel
Settings (User/Firm)
Settings - General
View all 44
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
Client List: Extract and Import Client from Handiledger/Handisoft/Handitax/Sage One
View all 11
Practice Settings
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
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 for Non-Agent (Business entity)
How to see LodgeiT payment and invoice
Tax Agent Billing Page
View all 11
'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
Tax Forms
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
View all 9
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
137
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 137
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
View all 21
Trust Tax Return
54
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 54
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)
View all 35
Other Forms
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
View all 27
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
Financial Report
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"
View all 23
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
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
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
Importing Financials
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
View all 9
'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
View all 12
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
View all 15
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 Accounting & Tax Knowledge
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
View all 18
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
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
10
Using Working Papers
Checking Workpapers : as an "accountant"
Checking Workpapers : as a "reviewer"
Checking Workpapers: for expected value
Delete workpapers
View all 10
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
View all 12
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
View all 10
Resources
Known Error Codes
208
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 208
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
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
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