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












Settings --->General
Settings ---> Contact Details
Settings ---> Tax



Then you can proceed adding a form.


Select Form that you need




























Select “Year”.


“Lodgement Date” can be change as required.
















Then, fill the Form with the specified information.



































After filling the form, click “Validate” to check missing field or error, then select “Complete” if form is ready.
















It will notify you if the form has error or form is Valid.











Checkout some of our Help guide on:
Form Workflow Sequence and E-signature
How to Modify Due Date