LodgeiT

What's New 18

• June 2021
• March 2021: Xero re-integration
• December 2020
• June 2020
• June 2019

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Recent Q & A 55

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

See all 55 articles

Sign-up Process 6

• Learn LodgeiT via GotoWebinar
• LodgeiT Overview Process
• Getting Started for Tax Agents
• Getting Started for Bookkeepers
• Getting Started for Business Owners

See all 6 articles

Account and Security 16

• Account
• To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
• Turn on 2-step authentication via Authenticator app
• Feedback
• Organisation Log

See all 16 articles

QBOA User 6

• Use QBO credentials to register in LodgeiT
• Client Sync (QBO from/to LodgeiT)
• How to Connect Accounting System to LodgeiT (QBO)
• Sync client details with accounting system
• LodgeiT to QBOA > Sync > Individual with and without Business Name

See all 6 articles

E-signature and Manual signing controls 8

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

See all 8 articles

General Form Settings and Controls 23

• 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

See all 23 articles

General Settings 33

• Intermediary VS. Business
• Gear Wheel
• Human Icon
• Business Owner to Lodge for Multiple entities
• Using LodgeiT to Lodge for Multiple Entities / Switch Organisation (FOR TAX AGENT)

See all 33 articles

Tax Systems Conversion Guide 9

• Client Migration
• Pattern for Client Import (optional)
• Extract and Import Client list from Reckon Elite
• Extract and Import Client list from Handisoft/Handitax
• Client groups bulk import (existing client)

See all 9 articles

ATO Online Services 3

• Connect LodgeiT to ATO
• How to Secure MyGov ID
• Can a MyGov ID be Proof of Signing?

Tax Agent 6

• Practice Type for Tax Agent
• Changing Bank Details (Tax Agent)
• Taxpayer appointment of tax agent
• Lodgement Declaration Requirement
• Switch Tax Agent

See all 6 articles

Notifications 0

Branding 1

• Brand Setting and Logo

Email Settings 2

• About Email Settings
• Troubleshooting Sending Client Emails

General LodgeiT Pricing 8

• Billing page
• Pricing
• Buying Lodgements (Business Owner / Individual)
• Package Subscription for Tax Agent
• How to see LodgeiT payment and invoice

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Pricing for Franchisees 2

• About Franchisee Licences
• Buying and Assigning Licences

Pricing for BGL 1

• Buying lodgement for SMSF

QBO credits 1

• How to redeem LodgeiT through the Intuit ProAdvisor Program

Individual Tax Return 63

• 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)
• Business & PSI Income - Individual Tax Return (ITR)

See all 63 articles

Company Tax Return 27

• 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)

See all 27 articles

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)

See all 12 articles

Superannuation Fund Tax Return 19

• 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 - Self Managed Superannuation Fund (SMSF)

See all 19 articles

Trust Tax Return 21

• 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)

See all 21 articles

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

See all 14 articles

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) 4

• 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?

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)

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

See all 8 articles

MYOB AccountRight Live 2

• Myob Accountright Live Integration
• Issue: Myob API Import - figures are incorrect

General 7

• General - Importing Financials
• Settings - Import
• Removing Imported Financials
• Financial Reports (comparative excel sheet example)
• Manage Connection: How to remove accounting software

See all 7 articles

LodgeiT Smart Excel Utility 7

• LodgeiT Smart Excel Utility
• 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

See all 7 articles

Excel 1

• Importing Financials from Excel

QBO 4

• Import BAS Values from QBO
• Extract & Transform QuickBooks Online Balance Sheet Report
• Extract & Transform QuickBooks Online Profit and Loss Report
• Importing Financial Statements from Quickbooks (QBO)

Reckon 2

• Importing Financials from QuickBooks/Reckon Accounts Desktop
• Importing Financials from Reckon One

Elite 1

• Direct excel import of financials for Elite

Xero 0

MYOB Essentials 3

• Transform Report and MYOB Essentials using LodgeiT Smart Excel Utility
• Extract & Transform MYOB Essentials Balance Sheet Report
• Extract & Transform MYOB Essentials Profit and Loss Report

MYOB Accounting Classic 1

• MYOB Desktop Legacy (v13 to 19) - MYOB Accounting Classic

MYOB - Accounting Legacy (using LSU) 2

• Extract & Transform MYOB Accounting Legacy Balance Sheet Report
• Extract & Transform MYOB Accounting Legacy Profit and Loss Report

MYOB - Tax and Contacts (using LSU) 2

• Extract & Transform MYOB Tax & Contacts Balance Sheet Report
• Extract & Transform MYOB Tax & Contacts Profit and Loss Report

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

See all 6 articles

General Tax Knowledge 11

• Accounting and Tax Facts for Dividends
• Losses
• Minutes of Trustee Resolution
• Cash vs Accrual Reporting in Tax Forms
• Flow-through of Dividends from Company via Trust to Human Beneficiary

See all 11 articles

Effective Accounting Techniques 8

• Preparing Accounts for LodgeiT
• Small Business Entity having Accounting vs Tax Depreciation
• Handling Dividend Reporting
• Trust Beneficiary Loans in QuickBooks
• How to account for Sole Trader Equity

See all 8 articles

Special Purpose Financial Reports 19

• The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
• 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 )
• Cash vs. Accrual Reporting in Special Purpose Financial Reports (SPFR)

See all 19 articles

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

See all 10 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 5

• How to use the Share Register & Franking Account
• Working with the Share Register & Paying Dividends
• Add Dividends paid by the company to the Shareholders
• Opening Balance - Franking Account
• Understanding Franking Credits

Depreciation Tools 38

• Settings - Depreciation
• Initial Configurations for Setting up Depreciation Module
• Video : Basics of Depreciation including General Pool
• Depreciation FAQ's
• Depreciation Rules (2020-21)

See all 38 articles

Tax Related Reconciling Tools 14

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

See all 14 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

ContractZ 0

Known Error Codes 125

• CMN.ATO.GEN.430018
• ABR Outage
• CMN.ATO.AS.000161
• CMN.ATO.CTR.428136
• CMN.ATO.AUTH.007

See all 125 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