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Knowledge base
What's New
What's New
14
June 2020 Product Updates
Tax Form Changes 2020
May 2020
March 2020
Promo: Get your free annual LodgeiT subscription from QuickBooks
See all 14 articles
User Guide
Recent Q & A
48
MyGov as Auskey Replacement
SBR Partner
No accounting Software, how to start ITR (MyGov Reports)
How do I enter multiple trust distribution capital gain amounts in an individual ITR?
Capital section coming from a trust not a direct sale?
See all 48 articles
Sign-up Process
5
LodgeiT Overview Process
Getting Started for Tax Agents
Getting Started for Bookkeeper
Getting Started for Business Owner
Knowledge base
Account, ATO, and Security
19
Account
To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
Turn on 2-step authentication via Authenticator app
Software ID update
Connect LodgeiT to ATO
See all 19 articles
General Settings
60
Signing Documents Electronically Under Corporations Act 2001
Updates to Dashboard Navigation Controls
Client Export
Dashboard - (Form status , Filter and Sort)
Form Workflow Sequence and E-signature
See all 60 articles
Billing and Payments
General LodgeiT Pricing
3
Pricing
Buying Lodgements (Business Owner / Individual)
Package Subscription for Tax Agent
Pricing for Franchisees
2
About Franchisee Licences
Buying and Assigning Licences
Tax Form
Individual Tax Return
50
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 50 articles
Company Tax Return
20
Preparation of Company Tax Return
Understanding the Reconciliation Section - Company
Reporting Dividend Income received into a Company Tax Return
Reporting Capital Gains into a Company CTR Tax Return
Reporting Interest Income received into a Company Tax Return
See all 20 articles
Partnership Tax Return
9
Preparation of Partnership Tax Return (PTR)
Activate "Partnership Tax Return" Reporting Module
Small Business Entity having Accounting vs Tax Depreciation
Small business Tax Offset
Understanding the Reconciliation Section - Partnership Tax Return
See all 9 articles
Superannuation Fund Tax Return
16
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 16 articles
Trust Tax Return
14
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 14 articles
Other Forms
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
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 )
Importing Financials
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
9
General : Importing Financials
Import Files from Excel
Removing Imported Financials
Accrip Excel Template
Extract & Transform QuickBooks Online Balance Sheet Report
See all 9 articles
Extracting Reports from Software Without API's
20
QuickBooks/Reckon Accounts Desktop
Transform 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 20 articles
Resources
General Tax Knowledge
2
Minutes of Trustee Resolution
Cash vs Accrual Reporting in Tax Forms
Effective Accounting Techniques
9
Logic of Reconciliation Section
Getting Started with Mapping Accounts
Chart of Accounts Taxonomy
Preparing Accounts for LodgeiT
Adjusting Accrual Accounts to Cash Basis Taxable Values - Company
See all 9 articles
Special Purpose Financial Reports
11
Managing Special Purpose Financial Statement (SPFR) Templates
Editing Special Purpose Financial Statements (SPFR) - Custom Reports
Adjusting Your Branding Settings and Adding Your Logo (Emails and Special Purpose Financial Statements-SPFR )
Special Purpose Financial Statements (SPFR) and E-Signature
Preparing Special Purpose Financial Reports (SPFR) for a Company
See all 11 articles
Working Papers
9
Using Working Papers
Checking Workpapers : as an "accountant"
Checking Workpapers : as a "reviewer"
Checking Workpapers: for expected value
Delete workpapers
See all 9 articles
LodgeiT Tools and Storage
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
6
How to use the Share Register & Franking Account
Working with the Share Register & Paying Dividends
Access the Franking Account
Add Dividends paid by the company to the Shareholders
Opening Balance - Franking Account
See all 6 articles
Depreciation Tools
9
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 9 articles
Tax Related Reconciling Tools
13
The Reconciliation Analyser
About Activity Statement Analyser's
Activity Statement Analysis - Accounting System
The GST Analyser
Annual 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
LodgeiT video series
Contract
3
Step 1: Making the Template using the Template Editor
Step 2: Create & Publish a Contract
Step 3: Execute the Contract
Other Resources
Known Error Codes
80
CMN.ATO.GEN.430018
ABR Outage
CMN.ATO.AS.000161
CMN.ATO.CTR.428136
CMN.ATO.AUTH.007
See all 80 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
