Before adding any form, be sure all the client information is complete at -











Then you can proceed to add a form.


Select Form that you need



























Select “Year”.


“Lodgement Date” can be change as required


















Form will be automatically populated with facts stored in Client Settings.

For “Returns not necessary code” choose from the drop down option.



















Click “Validate” to check missing field or error, then select “Complete” if form is ready.






















Checkout some of our Help guide on:

Form Workflow Sequence and E-signature
How to Modify Due Date