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Knowledge base
What's New
Recent Q & A
72
FAQ: SBR Partner
Prior Year Tax Returns / Old Forms
Q&A: MyGov as Auskey Replacement
FAQ: Lodgment confirmation
FAQ: Team member access
View all 72
LodgeiT Newsletter
44
Workshop and Trainings
April 2025
February 2025
Financial Report PRO: Export to Word & Custom Page Breaks
Changes to LodgeiT's API access to Xero Data
View all 44
User Guide
Sign-up Process
13
Learn LodgeiT via GotoWebinar (Live Demo)
LodgeiT Workshop and Online Training
Sign-up / Create Account
Getting Started Guide
LodgeiT Overview Process
View all 13
Account and Security
18
Account
To use 'QuickBooks Online' Credentials to Sign-in to LodgeiT
Set up 2-factor authentication
Reset Two-Factor Authentication
E-signature Codes Security (SMS)
View all 18
'QuickBooks Online Accountant' User
17
QuickBooks user - Sign in to LodgeiT
How to Connect QuickBooks Online Accountant to LodgeiT
Client Sync ('QuickBooks Online' from/to LodgeiT)
Synchronise Client Details from LodgeiT to QBO
QBOA User Sign-in Issue (2 Different email/login)
View all 17
E-signature and Manual signing controls
19
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 19
General Settings
56
"Tax Genii" your AI Tax Research Assistant
Intermediary
Gear Wheel / Cog Wheel
Settings (User/Firm)
Settings - General
View all 56
General Form Settings and Controls
48
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 48
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
5
Connect LodgeiT to ATO
How to Secure MyGov ID
Link Business in ABR and Link Agent
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
Switch Tax Agent
TFN Security
View all 7
Notifications
0
Branding
1
Brand Setting and Logo
Email Settings
8
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 8
Billing and Payments
General LodgeiT Pricing
16
Billing page
Pricing
Buying Lodgements for Non-Agent (Business entity)
How to see LodgeiT payment and invoice
Tax Agent Billing Page
View all 16
'QuickBooks Online Accountants' ProAdvisor Credits/Token
6
Get your free annual LodgeiT subscription from QuickBooks
Configure: QuickBooks Pro Advisor
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
View all 6
Pricing for Franchisees
3
About Franchisee Licences
Buying and Assigning Licences
Managing Multiple Accounts "Franchisee" in LodgeiT
Pricing for BGL
1
Buying lodgement for SMSF
Tax Forms
General
1
Prompt: The form is not supported
Individual Tax Return
0
Company Tax Return
0
Partnership Tax Return
0
Trust Tax Return
0
Superannuation Fund Tax Return
0
Individual Tax Return
Individual: General
13
Activate "Individual Tax Return" Reporting Module/Manage Sections
Preparation of an Individual Tax Return (ITR)
Spreadsheet Example - Sole Trade Comparatives
Franking Credit Form (Refund) / Short Refund Return
Auto fill contact details
View all 13
Individual: Income
77
Adding "Dividends" manually
Capital Gains (CGT)
Capital Gains (CGT) - Multiple Trust Distributions
Worksheet: Capital Gain Tax (CGT) "Granular method"
Add Reportable fringe benefits amount
View all 77
Individual: Deductions/Expenses
8
"Deductions" tab
D12 - Personal Superannuation Deductions
"Validating" Work Related Expenses (D5)
D11 - Deductible amount of UPP Foreign Pension or Annuity in Individual Tax Return (ITR)
Government Super Co-Contribution
View all 8
Individual: Offsets
7
Senior tax Offset (SAPTO)
T1 Seniors & Pensioners (SAPTO) for Widow/er
How Lumpsum tax offset calculated?
Invalid Carer Tax Offset
Invalid Careers Payment (T5)
View all 7
Individual: Medicare
7
Private Health Codes
Medicare Levy not available/NIL (not showing in "Estimate" tab)
How to Reduce Medicare Levy
Calculating off-set for private health insurance rebate non resident
Medicare Levy Surcharge
View all 7
Individual: Adjustments
3
Part Year Tax Free Threshold
How to Report Holiday Makers Wages
A1: Adjustments - Under 18 Excepted Net Income
Individual: Spouse
0
Individual: Business
22
Description of Main Business
Applying PRIOR YEAR LOSS
Business & PSI Income
Car Expense for Business
Completing the Business Section of Individual Tax Return (ITR)
View all 22
Individual: Income Test
4
Adjusted Taxable Income (ATI) and Net Rental Property Loss calculation
Adjusted Taxable Income (ATI) and Estimated Total Income
Child Support
Income Test: Estimated Total Income and Estimated Eligible Income
Individual: Estimates
20
HELP-HECS Debt
HECS Repayment Calculation
Where to find HECS-HELP Repayment?
Low Family Income / Repayment Threshold for HECS
Claiming back the withholding tax for non-resident
View all 20
Company Tax Return
Company: General
9
Preparation of Company Tax Return
Video of the Company Tax Form Filling Process
Company Tax Return Excel Import
Company Tax Return via 'QuickBooks Online'
Company Tax Return via Xero
View all 9
Company: Profit&loss
12
Reporting Interest Income received
Reporting Partnership Income received
Reporting Partnership, Interest, Trust & Dividend Income
Reporting Trust Income Received
Handling CashFlow Boost reporting
View all 12
Company: Capital Gains
2
Gains on Disposal
Capital Gains in Company Tax Return (CTR)
Company: Reconciliation
10
Understanding the Reconciliation Section - Company Tax Return (CTR)
Reporting Dividend Income received
Understanding Reconciliation for Small Business Entity (SBE)
Non deductible expenses
Borrowing Cost Schedule
View all 10
Company: Financial Information
4
Total Debt (item J)
Paid/Expense: Dividend and Interest Schedule
Super Contributions paid to employees and Payments to associated persons
Opening Stock and Cost of Sales
Company: Depreciation
2
Depreciation (10A - Deduction for Certain Assets)
CTR: Small Business Entity
Company: Other (Tax Offset, Losses, PSI, R&D, etc)
11
Current Year Tax Losses
Apply Revenue Losses Brought Forward (Carried Forward Loss)
Applying PRIOR YEAR LOSS
Foreign Source Income
International Dealing Schedule
View all 11
Company: Tax Calculation
1
PAYGI via Company Tax Return
Trust Tax Return
Trust: General
16
Preparation of Trust Tax Return (TRT Form)
Video of the Trust Tax Form (TRT) Filling Process
Major Section of Trust Tax Return (TRT)
Activate "Trust Tax Return" Reporting Module
Notice to sent
View all 16
Trust: Income
20
Reporting Partnership, Interest & Dividend Income, Capital Gains and Rentals For Trust Tax Form (TRT)
How to Use Tags in accounts with other Income categories in Trust Tax Return (TRT)
Deceased Estate
Error: The A - Income of the trust estate field is required
Share of Net Small Business Income Trust
View all 20
Trust: Deductions/Expenses
2
How to Use Tags in accounts with other expense categories
Figures from Imported Financials Not Related to Business
Trust: Net Income (CGT, Foreign, Losses)
11
Applying PRIOR YEAR LOSS
Trust Losses (Carried Forward Loss)
Net Trust Income Must Equal Distributed Income
Trust loss & TFN withheld credit
Trust Distribution - Tax loss & Capital Gain Tax (CGT)
View all 11
Trust: Reconciliation
1
Understanding the Reconciliation Section in Trust Tax Return
Trust: Other (PSI, TOFA, NCMI, Offset, Medicare)
0
Trust: Business
3
Distribution of Small Business Income not showing
Trust with Capital Gain & Business Loss
Item 41: D - Closing stock cannot be negative
Trust: Depreciation
3
Q&A: Non-business related depreciation items in the Trust Tax Return?
Small Business Entity (SBE) Item K: "Depreciation Expenses on Accounts" (simplified depreciation rules)
Small Business Skills and Training Boost / Small Business Technology Investment Boost
Trust: Beneficiaries
9
Q&A: Trust Distribution to beneficiaries (Financial Report)
Maximum number of beneficiaries
How to Distribute Capital Gain from TRT Form to Beneficiary (ITR Form)?
Tax Losses in beneficiary distribution
Unlink/Remove a Beneficiary
View all 9
Partnership Tax Return
Partnership: General
4
Activate "Partnership Tax Return" Reporting Module
Preparation of Partnership Tax Return (PTR)
Video of the Partnership Tax Form Filling Process
Spreadsheet Example - Partnership Comparatives
Partnership: Income
9
Reporting Partnership, Interest & Dividend Income, Trusts and Rentals For Partnership (PTR)
How to Use Tags in accounts with other Income categories
Handling CashFlow Boost reporting in a Partnership (PTR)
How to Access Livestock Calculator in the Partnership Tax Return
Rental Worksheet in Partnership Tax Return
View all 9
Partnership: Deductions/Expense
1
How to Use Tags in accounts with other expense categories
Partnership: Reconciliation
3
Understanding the Reconciliation Section for Partnership Tax Return
Reporting on a Cash Basis in the Partnership Tax Return
Capital Gains Earned by a Partnership
Partnership: Net Income
0
Partnership: Others (PSI, TOFA, Offset, NCMI)
0
Partnership: Business
4
Small business Tax Offset -Partnership Tax Return (PTR)
Small Business Skills and Training Boost / Small Business Technology Investment Boost
Small business tax offset from Partnership Tax Return to Individual Tax Return
How to Record Jobkeeper in a Partnership Tax Return (PTR)
Partnership: Depreciation
0
Partnership: Income Tests
0
Partnership: Partners
0
Superannuation Fund Tax Return (SMSFAR)
SMSFAR: General
15
Activate Relevant Sections of Self Managed Superannuation Fund Form (SMSF)
Import Self Managed Superannuation Fund (SMSFAR) from Mclowd to LodgeiT
How to Prepare Accounts for Superannuation Funds to Import to LodgeiT
Preparation of Self Managed Superannuation Fund (SMSF)
Calculation Engine for Retirement
View all 15
SMSFAR: Income
10
SMSF Capital Gains
SMSF Total income
How to get the credits back - Self Managed Superannuation Fund (SMSF)
Non-Concessional Contribution Income (SMSF)
SMSF Rent
View all 10
SMSFAR: Deductions
3
Applying PRIOR YEAR LOSS for Self Managed Superannuation Fund (SMSFAR)
Depreciation for Self Managed Superannuation Fund (SMSF)
SMSF with Multiple Rental Property Deductions
SMSFAR: Tax Calculations
2
T2 Tax Offset
How to Disable PAYG Instalments (PAYGI)
SMSFAR: Losses
1
SMSFAR Carried Forward Loss
SMSFAR: Members
4
SMSF Member Classification
Member Statement (entering "Opening Balance of a Member")
Tax for"Members"
Section F & G: Supplementary Member Information
SMSFAR: Financials (Liabilities, TOFA, Other)
0
SMSFAR: Contacts
0
Other Forms
Activity Statement (BAS)
32
Preparation of Activity Statement (BAS)
Manage Activity Statement (BAS)
BAS / Activity Statement Forms and Description
Pull new Activity Statement (AS)
Collecting and Filling Activity Statements (AS) from the ATO Systems
View all 32
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)
6
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'?
View all 6
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)
0
Not for Profit
2
Chart of Account for Not for Profit Organisation (NFP)
"Not-For-Profit" Tax Form
Financial Report
General - Financial Reporting
30
The LodgeiT Approach to Preparing Financial Reports
"Financial Report" Manage and Modify
Basic "Financial Report" (Free Version)
Financial Report PRO / Advanced and Paid Version
General Purpose Financial Statements/Reports
View all 30
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
5
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
Working with Trust Accounts
Partnership
2
Preparing "Financial Reports" for a Partnership
How to distribute "Partners Profit Distribution Summary" in Partnership "Financial Reports"
Superfund
4
Preparing "Financial Reports" for a Superannuation Fund (SMSF)
Producing Financial Reports for a Self Managed Superannuation Fund
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 financials?
QuickBooks Online
5
'QuickBooks Online' Integration Instructions
Extract & Transform QuickBooks Balance Sheet Report LodgeiT Excel Smart Utility
Extract & Transform QuickBooks Profit and Loss Sheet Report using LodgeiT Excel Smart Utility
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)
5
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
Prompt: Organisation is missing / Unable to Link MYOB
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
7
What is a Financial "Import"?
General - Importing Financials
Financial Reports (comparative excel sheet example)
"Do not import to tax return"
Negative Bank Balance
View all 7
Excel
1
Importing Financials from Excel
Classification of Account Line Items
6
Chart of Accounts and Mapping
Account allocation in tags
Scroll issue while mapping an accounts
How NOT to link Chart of Account
How add negative amount (financial import)
View all 6
'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)
2
Extract & Transform XERO Balance Sheet Report using LodgeiT Excel Smart
Extract & Transform XERO Profit and Loss Report using LodgeiT Excel Smart Utility
LodgeiT Smart Excel Utility
11
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 Issue for Add-in: LodgeiT Smart Excel Utility
View all 11
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
14
Access Borrowing Cost Calculator
Create & Manage Loans
Livestock - Understanding Average Cost Method
Finding the Interest rate for the Hire Purchase (HP) Calculator
GST Reconciliation - Cash GST reporting and Accrual accounting
View all 14
Share Register & Franking Account Tools
14
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 14
Depreciation Tools
67
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 67
Tax Related Reconciling Tools
11
The Reconciliation Analyser
Activity Statement Analysis - Accounting System
The GST Analyser
Annual GST Analyser
Payroll Analyser
View all 11
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
9
"Files" Document Storage
Create "File" Date/Period
Understanding Document Types & Document Timeframes
Document Sub-Type for Financial Report
Document sub-type for Legal Document
View all 9
Resources
Known Error Codes
240
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 240
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
