LodgeiT
Welcome
Login
Home
Solutions
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
Knowledge base
News & Updates
What's New
10
March 2020
November 2019
June 2019
April 2019
December 2018
See all 10 articles
General
Recent Q & A
31
MyGov as Auskey Replacement
How do I enter multiple trust distribution capital gain amounts in an individual ITR?
Adding Multiple Companies (Non Tax Agent)
How to adjust items in reconciliation section
How to adjust items in reconciliation section - from QB import
See all 31 articles
Signup Process
5
Getting started
Sign-up for Tax Agents
Sign-up for Business or SMSF
Knowledge base
Pricing
Account, ATO, and Security
17
Account
To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
Feedback
Software ID update
Connect LodgeiT to ATO
See all 17 articles
General Settings
56
Billing
Form Workflow Sequence and E-signature
Using LodgeiT to Lodge for Multiple Entities / Switch Organisation (FOR TAX AGENT)
Business Owner to Lodge for Multiple entities
Creating a Tax Return
See all 56 articles
Effective Accounting Techniques
17
Logic of Reconciliation Section
Getting Started with Mapping Accounts
Chart of Accounts Taxonomy
Adjusting Accrual Accounts to Cash Basis Taxable Values - Company
Understanding the Reconciliation Section - Company
See all 17 articles
LodgeiT Smart Excel Utility
12
LodgeiT Smart Excel Utility
Settings - Import
Generate LodgeiT Import Files from Excel
Generate LodgeiT Import Files from Any Accounting System
Client Code for LodgeiT Smart Excel Utility
See all 12 articles
Importing Financial Statements
6
Import Files from Excel
Accrip Excel Template
Extract & Transform QuickBooks Online Balance Sheet Report
Extract & Transform QuickBooks Online Profit and Loss Report
Importing Financial Statements from Quickbooks (QBO)
See all 6 articles
Extracting Reports from Software Without API's
19
QuickBooks/Reckon Accounts Desktop
Transform Reckon (Old QuickBooks) Report and MYOB Essentials using LodgeiT Smart Excel Utility
Extracting Client List from Elite
MYOB Desktop Legacy (v13 to 19)
Extract & Transform HandiLedger Balance Sheet Report
See all 19 articles
Special Purpose Financial Reports
15
Special Purpose Financial Reporting (SPFR)
Editing Financial Statements (Custom Reports/Special Purpose Reports)
Preparing Accounts for LodgeiT
Adjusting Your Branding Settings and Adding Your Logo (Emails and SPFR)
Special Purpose Financial Reports E Signing
See all 15 articles
Known Error Codes
74
CMN.ATO.GEN.430018
ABR Outage
CMN.ATO.AS.000161
CMN.ATO.AUTH.007
CMN.ATO.CGTS.402136
See all 74 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
7
How to use the Share Register & Franking Account
Working with the Share Register & Paying Dividends
Access the Franking Account
Access Share Register
Add Dividends paid by the company to the Shareholders
See all 7 articles
Working Papers
9
Using Working Papers
Accountant check-in Workpapers
Delete workpapers
Edit Workpapers
Expected value in Workpapers
See all 9 articles
Depreciation Tools
8
Settings - Depreciation
Video : Basics of Depreciation including General Pool
Accounting Depreciation & Tax Depreciation (Company Tax Return)
Add a New Depreciation Group
Delete/Remove or Edit Asset and Asset Group
See all 8 articles
Tax Related Reconciling Tools
13
The Reconciliation Analyser
About Activity Statement Analyser's
Activity Statement Analysers
Activity Statement Analysis - Accounting System
The GST Analyser
See all 13 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
Activity Statement
12
Preparation of Activity Statement
Manage Activity Statement
Switch-Off Auto Produce Activity Statement
Pull new Activity Statement
Activity Statement preloaded from ATO
See all 12 articles
Individual Tax Return
47
Preparation of an Individual Tax Return (ITR)
How to Amend an Individual Tax Return
Activate "Individual Tax Return" Reporting Module
Adding Bank Details into an Individual Tax Form
Adding Dividends Manually
See all 47 articles
Company Tax Return
13
Preparation of Company Tax Return
How to Configure Settings for a Company
Activate "Company Tax Return" Reporting Module
Capital Gains in Company Tax Return
Company Tax Return - Losses
See all 13 articles
Partnership Tax Return
5
Preparation of Partnership Tax Return (PTR)
Activate "Partnership Tax Return" Reporting Module
Small Business Entity having Accounting vs Tax Depreciation
Small business Tax Offset
Spreadsheet Example - Partnership Comparatives
Superannuation Fund Tax Return
15
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
See all 15 articles
Trust Tax Return
8
Preparation of Trust Tax Return (TTR Form)
Video of the Trust Tax Form Filling Process
Spreadsheet Example - Trust Comparatives
Activate "Trust Tax Return" Reporting Module
Net Trust Income Must Equal Distributed Income
See all 8 articles
_
6
Client Export
CMN.ATO.CTR.428136
CMN.ATO.TPAR.000002
How do you complete the capital section when the gain is coming from a trust not a direct sale?
How to see Lodged Form / Lodgement Receipt
See all 6 articles
PAYG Payment Summary Tax Return
2
Preparation of PAYG Payment summary (PS)
How to Import Empdupe (PAYG Summary Form)
TPAR Tax Return Form (Taxable Payments Annual Report)
3
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)
CGNFT ( Consolidated Groups Notification of Formation and Member Entrance-Exit )
2
Preparation of CGNFT Form - Consolidated Groups Notification of Formation and Member Entrance/Exit)
Livestock - Understanding Average Cost Method
FBT Tax Return Form (Fringe Benefit Tax)
1
Preparation of FBT Return Form (Fringe Benefit Tax Return)
FTER ( Family Trust Election
1
Preparation of FTER Form ( Family Trust Election, Revocation or Variation )
Old Forms
3
Old Form : Trust Tax Return Form 2015
Validation Errors on Old Forms
Old Form: With ABN and without business income/ANZSIC
