LodgeiT

What's New 24

• January 2022
• In-app Notifications
• LodgeiT Christmas 2021 update
• September 2021 Updates and Future developments
• LodgeiT 2021 State of the Union

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Recent Q & A 76

• FAQ: SBR Partner
• Q&A: Prior Year Tax Returns / Old Forms
• FAQ: Lodgment confirmation
• FAQ: Team member access
• FAQ: No Accounting Software

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Sign-up Process 6

• Learn LodgeiT via GotoWebinar
• LodgeiT Overview Process
• Tax Agent Demo 2021
• Getting Started for Tax Agents
• Getting Started for Bookkeepers

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Account and Security 16

• Account
• To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
• Turn on 2-step authentication via Authenticator app
• 2FA 30days
• Unable to received SMS code (Error: Unknown error attempting to reach phone)

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QBOA User 11

• 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

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E-signature and Manual signing controls 14

• Signing Documents Electronically Under Corporations Act 2001
• E-signature Template
• Out To Sign: Using E-Signature
• Out To Sign: Manual Signature
• Automatic E-sign Reminders

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General Form Settings and Controls 27

• 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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General Settings 38

• Intermediary VS. Business
• Gear Wheel
• Client Defaults
• Client Defaults: "Use tax agent as contact on all tax forms"
• "Use Tax Agent Details" (single client update)

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Tax Systems Conversion Guide 10

• 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

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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.001

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

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Notifications 0

Branding 1

• Brand Setting and Logo

Email Settings 5

• 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

General LodgeiT Pricing 9

• Billing page
• Pricing
• Buying Lodgements (Business Owner / Individual)
• How to see LodgeiT payment and invoice
• How to renew a LodgeiT subscription plan (Tax Agent)

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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 3

• How to redeem LodgeiT through the Intuit ProAdvisor Program
• Renewal of QuickBooks ProAdvisor Subscription
• Error: Promo Code is not valid or no longer available

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 91

• 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)
• Activate "Capital Gains" for Individual Tax Return (ITR)

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Company Tax Return 30

• 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)
• Understanding Reconciliation for Small Business Entity (SBE)
• Reporting Dividend Income received into a Company Tax Return (CTR)

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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)

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Trust Tax Return 32

• 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)

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Superannuation Fund Tax Return 22

• 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 anForms - Self Managed Superannuation Fund (SMSF)

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Activity Statement 14

• 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

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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)

General - SPFR 10

• The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
• Managing Special Purpose Financial Statement (SPFR) Templates
• Substituted Accounting Period (SAP) - SPFR
• Cash vs. Accrual Reporting in Special Purpose Financial Reports (SPFR)
• Special Purpose Financial Statements (SPFR) Comparison Period

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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 2

• Preparing Special Purpose Financial Reports (SPFR) for a Company
• Demonstrating Producing Company SPFR via QBO

Individual 1

• Preparing Special Purpose Financial Reports (SPFR) for Sole Trader

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 2

• Preparing Special Purpose Financial Reports (SPFR) for Superannuation Fund (SMSF)
• How to distribute "Members Profit Distribution Summary" in Superannuation Fund (SMSF) SPFR

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) 2

• QBO Integration Instructions
• Importing BAS from QuickBooks Online

Xero 8

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

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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

General 3

• What is a Financial "Import"?
• General - Importing Financials
• Financial Reports (comparative excel sheet example)

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

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Excel 1

• Importing Financials from Excel

QBO (BAS API and LSU) 4

• 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)

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)

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

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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

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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

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Basic Accounting Literacy 1

• Basic Accounting Literacy

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

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 10

• 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

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Share Register & Franking Account Tools 9

• 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

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Depreciation Tools 49

• Settings - Depreciation
• Initial Configurations for Setting up Depreciation Module
• Video : Basics of Depreciation including General Pool
• Depreciation FAQ's
• Depreciation Rules (2019-21)

View all 49

Tax Related Reconciling Tools 14

• The Reconciliation Analyser
• About Activity Statement Analyser's
• Activity Statement Analysis - Accounting System
• The GST Analyser
• Annual GST Analyser

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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

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ContractZ 0

Known Error Codes 155

• 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 4

• 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

LodgeiT Labs > AccFx 51

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

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LodgeiT Labs > Livestock 3

• Grain Farming Concepts
• Livestock Processing
• Quantities

LodgeiT Labs > Pacioli 1

• Standard Business Reporting Model