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LodgeiT

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  • What's New
    • What's New
      • January 2022
      • In-app Notifications
      • LodgeiT Christmas 2021 update
      • September 2021 Updates and Future developments
      • LodgeiT 2021 State of the Union
      • June 2021
      • March 2021: Xero re-integration
      • December 2020
      • June 2020
      • June 2019
      • June 2020 - Tax Form Changes
      • May 2020
      • March 2020
      • Get your free annual LodgeiT subscription from QuickBooks
      • November 2019
      • April 2019
      • December 2018
      • October 2018
      • September 2018
      • August 2018
      • April 2018
      • June 2018
      • How to display comparative year?
      • Interim SPFR
  • User Guide
    • Recent Q & A
      • FAQ: SBR Partner
      • Q&A: Prior Year Tax Returns / Old Forms
      • FAQ: Lodgment confirmation
      • FAQ: Team member access
      • FAQ: No Accounting Software
      • FAQ: Adding Multiple Companies (Non Tax Agent)
      • FAQ: How do I enter multiple trust distribution capital gain amounts in an individual ITR?
      • Q&A: No accounting Software, how to start a form (MyGov Reports)
      • Q&A: Lodgement/audit history for lodged returns
      • Q&A: ATO Reports
      • FAQ: How to adjust items in reconciliation section
      • Q&A: Carried Forward Losses
      • Q&A: CU Form
      • FAQ: Delete Occupation Code
      • Q&A: Item 30 - PSI question missing for Trust Tax Return 2018
      • FAQ: OSX Experience
      • FAQ: Taxpayer appointment of tax agent
      • Q&A: Where to trigger small business income tax offset?
      • Q&A: Profit distributions showing as expenses
      • FAQ: Billing Process and Lodgement
      • FAQ:Prefill View
      • Q&A: Import data from Reckon One Hosted to LodgeiT
      • Q&A: Carry Forward Losses
      • Q&A: Income Stream Payment S2 (SMSFAR)
      • Q&A: Trust - dividend imputed credit validation
      • Q&A: Adjusted Taxable Income
      • Q&A: How do you add in PAYG Tax Witholding to a BAS/Activity Statement?
      • Q&A: Profit Allocation
      • Q&A: International Address / Overseas Post code
      • Q&A: Working paper -Ledger
      • Q&A: Separate business schedule / multiple business activities
      • Q&A: Share of Franking Credits / How to input dividend imputation credits on a trust distribution
      • Q&A: Income Averaging for Primary Production
      • Q&A: Company not showing trust franking credit from distribution
      • Q&A: Jobkeeper
      • Colors of Error and Warning
      • Australian resident and Non resident
      • "Taxable income" and "Amount payable"
      • Subordinated Debt
      • Customise Financial line items
      • Capital Gain tax (CGT) schedule - Main residence exemption - ITR
      • Net PL NOT showing as taxable income
      • Status of SMSF (tax on taxable income)
      • "Owned, or had interest in, assets located outside Australia with total value of AUD $50,000 or more"
      • Superannuation Income Stream
      • Employee share schemes / Transferred total supplement income or loss
      • Retained earnings to distribute to beneficiaries
      • Round off (nearest integer)
      • Lodge tax return without ABN
      • TFN is a must to lodge CTR
      • Medicare Calculation (Visa 417 and 482)
      • Not for Profit Form
      • Non Current Assets as Plant & Equipment
      • Multiple Rental Property
      • ETP and Lumpsum
      • How to Lodge Final Tax Return
      • TFN issue
      • Super Payable Deduction
      • Medicare Levy not available
      • HECS
      • How to add extra branch code for the same company?
      • Sole trader business schedule - Personal Service Deduction
      • End of Year process
      • Repayment Income
      • Rentals 50% owned
      • Compare to Prior Year Figures
      • How to import excel for Primary Business
      • SPFR - "Statement of Financial Position" Net Assets and Total Equity Issue
      • Motor Vehicle "Expense" Calculation Method
      • No First Name / Given Name
      • How to make team member as "CC" to esign request?
      • Payment Reference Number (PRN)
      • Future-year return
      • How to Add Interest amount in "Decrease in Interest"?
      • Payment Option / Payment Slip
      • PSI Bonus from CTR Transfer to ITR
    • Sign-up Process
      • Learn LodgeiT via GotoWebinar
      • LodgeiT Overview Process
      • Tax Agent Demo 2021
      • Getting Started for Tax Agents
      • Getting Started for Bookkeepers
      • Getting Started for Business Owners
    • Account and Security
      • Account
      • To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
      • Turn on 2-step authentication via Authenticator app
      • 2FA 30days
      • Unable to received SMS code (Error: Unknown error attempting to reach phone)
      • Feedback
      • Organisation Log
      • Electronic Fund Transfer (EFT) Report
      • How to Invite Team Members and Restrict Team Access
      • Switch Accounting Software
      • How to check SBR Outage
      • Managing Lastpass extension issue
      • How to change LodgeiT account email address
      • How to change LodgeiT account password
      • LodgeiT's Security, Compliance, and Storage
      • Turn-off browser's auto complete function
    • QBOA User
      • QBO user - Sign in to LodgeiT
      • Migrate and Sync Clients from Quickbooks and from Other Accounting System in a Single Account in LodgeiT
      • "Sorry, there was a problem!"
      • How to Connect Accounting System to LodgeiT (QBO)
      • Sync client details with accounting system
      • QBO Clients duplicate after import (how to re-sync)
      • Use QBO credentials to register in LodgeiT
      • Contact Details Mapping (LodgeiT > QBO)
      • Client Sync (QBO from/to LodgeiT)
      • LodgeiT to QBOA > Sync > Individual with and without Business Name
      • Team Member Cannot link QBO client
    • E-signature and Manual signing controls
      • Signing Documents Electronically Under Corporations Act 2001
      • E-signature Template
      • Out To Sign: Using E-Signature
      • Out To Sign: Manual Signature
      • Automatic E-sign Reminders
      • E-Sign Notifications
      • E-sign status card
      • Send E-sign Reminder
      • How to change e-sign signatory?
      • How to cancel sent e-signature?
      • E-Signature for SPFR
      • How to get signed copy of the client tax return with e-signature?
      • The client cannot sign the esignature request
      • How to "Cancel" esignature request?
    • General Form Settings and Controls
      • 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
      • Activate Financial Picture
      • Part Year Spouse
      • Add Spouse
      • Deactivate Spouse
      • Audit Trail and Document History
      • How to Delete a Form
      • How to reverse form to "Draft" status again?
      • How to Modify Due Date on Form
      • How to prevent other team members for viewing a form
      • How to Print/Download the Form
      • How to Suspend a Form
      • Validating Errors
      • Medicare Levy Surcharge
      • How to "mark form as lodged"
      • How to see the Prefill button
      • Substituted Accounting Period (SAP)
      • How to tag "Relationship" (not a client)
      • Outcome of Assessment (OoA)
      • ATO Status
      • International Mobile Number
      • How to Export List of Tax Forms
      • Dividend and Interest "Address"
    • General Settings
      • Intermediary VS. Business
      • Gear Wheel
      • Client Defaults
      • Client Defaults: "Use tax agent as contact on all tax forms"
      • "Use Tax Agent Details" (single client update)
      • Human Icon
      • Business Owner to Lodge for Multiple entities
      • Client Export (CSV or Excel)
      • Client Details Card
      • Client settings
      • Complete your Organisation Details
      • Add related entities / Adding Client
      • Define Client Relationship
      • Archive or Delete Client
      • Address Option - Tax Agent or Client
      • Additional Email Address
      • Fast Navigation - Forms (Keyboard)
      • Invite LodgeiT Team (for Error / Issues)
      • Lodgement List & Dates
      • Client List and Client Groups
      • Managing Client
      • Settings - Contact Details
      • How search a client?
      • Settings - Manage Access
      • Settings - General
      • Profile - LodgeiT User/Firm
      • Settings - People
      • Settings - Tax
      • Fixing Date Display Issue in Google Chrome
      • How to change the language settings on your Google chrome browser
      • Pre-lodge in Background
      • Rollover
      • How to see Lodged forms
      • Knowledge base
      • Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)
      • Form Types
      • Settings (User/Firm)
      • Authentication Method for E-signature (Client Defaults)
    • Tax Systems Conversion Guide
      • Client Migration Process
      • Direct Client Import / Migration
      • Pattern for Client Import (optional)
      • Extract and Import Client list from Xero
      • Extract and Import Client list from Handisoft/Handitax
      • Extract and Import Client list from Software Assistant-Thomson Reuters
      • Extract and Import Client list from Reckon Elite
      • Extract and Import Client list from MYOB AO
      • Extract and Import Client list from MYOB AE (Accountants Enterprise)
      • Client groups bulk import (existing client)
  • Practice Settings
    • ATO Online Services
      • Connect LodgeiT to ATO
      • How to Secure MyGov ID
      • Can a MyGov ID be Proof of Signing?
      • How to Refresh "Lodged-Error" Form (ATO status) / CMN.ATO.AUTH.001
    • Tax Agent
      • Practice Type for Tax Agent
      • Entity Type / Practice Type as Company (Tax agent)
      • Changing Bank Details (Tax Agent)
      • Taxpayer appointment of tax agent
      • Lodgement Declaration Requirement
      • Switch Tax Agent
      • TFN Security
    • Branding
      • Brand Setting and Logo
    • Email Settings
      • 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
  • Billing and Payments
    • General LodgeiT Pricing
      • Billing page
      • Pricing
      • Buying Lodgements (Business Owner / Individual)
      • How to see LodgeiT payment and invoice
      • How to renew a LodgeiT subscription plan (Tax Agent)
      • How to change a LodgeiT subscription plan (Tax Agent)
      • How to cancel LodgeiT subscription plan (Tax Agent)
      • Package Subscription (BAS/Bookkeeper)
      • Package Subscription for Tax Agent
    • Pricing for Franchisees
      • About Franchisee Licences
      • Buying and Assigning Licences
      • Multiple Accounts (Franchisee) in LodgeiT using Switch Organisation
    • Pricing for BGL
      • Buying lodgement for SMSF
    • QBO credits
      • How to redeem LodgeiT through the Intuit ProAdvisor Program
      • Renewal of QuickBooks ProAdvisor Subscription
      • Error: Promo Code is not valid or no longer available
  • Tax Forms
    • Tax Form Checklist
      • Pre June Checklist for Individual Tax Return (ITR)
      • Pre June Checklist for Company, Partnership, and Trust Tax Return
      • Year End Checklist for Individual Tax Return (ITR)
      • Year End Checklist for Partnership Tax Return (PTR)
      • Year End Checklist for Company Tax Return (CTR)
      • Year End Checklist for Trust Tax Return (TTR)
    • Individual Tax Return
      • 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)
      • Activate "Capital Gains" for Individual Tax Return (ITR)
      • Entering "Capital Gain Tax" manually for for Individual Tax Return (ITR)
      • "Capital Gains" in Individual Tax Return (ITR)
      • Capital Gains - Multiple Trust Distributions of Individual Tax Return (ITR)
      • Depreciation Summary for Individual Tax Return Form (ITR)
      • Capital Allowance Recoupment
      • Description of Main Business for Individual Tax Return (ITR)
      • Car Expense for Business - Individual Tax Return (ITR)
      • Validating Work Expenses for Individual Tax Return (ITR)
      • Spreadsheet Example - Sole Trade Comparatives
      • Where to Enter Fringe Benefit into Individual Tax Return (ITR)
      • Foreign Source Income - Individual Tax Return (ITR)
      • Personal Superannuation Deductions in Individual Tax Return (ITR
      • Applying PRIOR YEAR LOSS - Individual Tax Return (ITR)
      • Individual Tax Return (ITR) with Partnership (with $20K loss assessable income)
      • Non-Australian Resident with Interest income - Individual Tax Return (ITR)
      • Partnership Losses - Individual Tax Return (ITR)
      • Part Year Tax Free Threshold - Individual Tax Return (ITR)
      • Private Health Codes - Individual Tax Return (ITR)
      • Business & PSI Income - Individual Tax Return (ITR)
      • Completing the Business Section of Individual Tax Return (ITR)
      • PSI - Item 14 - Individual Tax Return (ITR)
      • Non Deductible expenses - PSI
      • To Record Partnership Deferred Losses - Individual Tax Return (ITR)
      • Rental Property Split - Individual Tax Return (ITR)
      • Rental Schedule from Quickbooks - Individual Tax Return (ITR)
      • How to Report Holiday Makers Wages in Individual Tax Return (ITR)
      • How to Report Working Holiday Visa - Individual Tax Return (ITR)
      • How to Revert from Short Refund Return - Individual Tax Return (ITR)
      • How to show estimated PAYG Instalments on ITR (Individual Tax Return) Estimate
      • Sole Trader with 2 Businesses - One Profitable and One Deferred Losses in Individual Tax Return (ITR)
      • Trust Capital Gains in Individual Tax Return (ITR)
      • How to Use Deferred Business Losses - Individual Tax Return (ITR)
      • How to use Deferred Business Losses (Carried forward Loss) in Individual Tax Return (ITR)
      • Income Averaging in Individual Tax Return (ITR) - Non Primary
      • HELP Debt - Individual Tax Return (ITR)
      • Non Resident Foreign Income (NRFI) Schedule - Individual Tax Return (ITR)
      • Foreign Income - Individual Tax Return (ITR)
      • Senior tax Offset (SAPTO) for Individual Tax Return (ITR)
      • Managed Fund -Individual Tax Return (ITR)
      • Calculating off-set for private health insurance rebate non resident Individual Tax Return (ITR)
      • Lumpsum E-payment received in Individual Tax Return (ITR)
      • How to revert accrual reports to cash for Individual Tax Return (ITR)
      • Button: Assessable government industry payments in Individual Tax Return (ITR)
      • Handling CashFlow Boost reporting in an Individual Tax Return
      • How to Record Jobkeeper in an Individual Tax Return (ITR)
      • Government Super Co-Contribution
      • Small business tax offset for Individual Tax Return (ITR)
      • How to Access Livestock Calculator in the Individual Tax Return (ITR)
      • How to add employment termination payments
      • Income Averaging Primary Producer (Rebate)
      • D11 - Deductible amount of UPP Foreign Pension or Annuity
      • Superannuation Income Stream
      • Auto fill contact details in Individual Tax Form (ITR)
      • Notice of Assessment (NOA) in Individual Tax Return (ITR)
      • Depreciation on Business Income
      • Personal Concessional deductions (ITR > D12)
      • Unfranked Dividend with no TFN withholding for Non resident
      • Country of Residence
      • NRAS (Share of National Rental Affordability Scheme Tax Offset)
      • Low Income Tax offset- Individual Tax Return (ITR)
      • Child Care Payment
      • Incorrect tax Calculation (Special Professional Income)
      • Interest on loans for shared owner
      • Dividend difference (Taxable and Accounting Facts)
      • Adjusted Taxable Income (ATI) and Net Rental Property Loss calculation
      • How Lumpsum tax offset calculated?
      • Income Average for a Sports Person
      • CMN.ATO.IITR.000263 / CMN.ATO.IITR.302101
      • Low Family Income / Repayment Threshold for HECS
      • Where is Adjusted Taxable Income (ATI) is coming from?
      • How to find "deferred losses amount"/Deferred Losses related to Partnership
      • Why the prefill is going into PSI not to "other labour income"?
      • Student Loan Repayment (SFSS loan)
      • Deductions for Managed Fund
      • Child Support
      • CGT distribution among investors
      • Business worksheet (Financials imported from QBO)
      • How to "Deactivate" Business in Individual Tax Return (ITR)?
      • Claiming Part Year Threshold with TFN Witholding from Interest Income
      • Unfranked Dividend appears in ITR
      • Invalid Carer Tax Offset
      • Interest "Difference" in Individual Tax Return (ATO Prefill)
      • Claiming back the withholding tax for non-resident
      • Notional Tax Section
      • Foreign Resident Capital Gain Tax
      • Why is Trade Creditors not appearing in Reconciliation Section?
    • Company Tax Return
      • 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)
      • Reporting Capital Gains into a Company Tax Return (CTR)
      • Reporting Interest Income received into a Company Tax Return (CTR)
      • Reporting Partnership Income received into a Company Tax Return (C
      • Reporting Trust Income received into a Company Tax Return (CT
      • How to Configure Settings for a Company
      • Depreciation Summary for Company Tax Return Form (CTR)
      • Reporting Partnership, Interest, Trust & Dividend Income for Company
      • Activate "Company Tax Return (CTR) " Reporting Module
      • Capital Gains in Company Tax Return (CTR)
      • Losses - Company Tax Return (CTR)
      • Company Losses (Carried Forward Loss) in Company Tax Return (CTR)
      • Applying PRIOR YEAR LOSS in Company Tax Return (CTR)
      • Foreign income tax offset in Company Tax Return (CTR)
      • Foreign Source Income -Company Tax Return (CTR)
      • Reporting Trust Income - Company Tax Return (CTR)
      • Depreciation (10A - Deduction for Certain Assets) for Company
      • Handling CashFlow Boost reporting in a Company (CTR)
      • International Dealing Schedule for Company Tax Return (CTR)
      • Reportable Tax Position Company Tax Return (CTR
      • How to Record Jobkeeper in a Company Tax Return (CTR)
      • How to Access Livestock Calculator in the Company Tax Return (CTR)
      • Total Debt (item J) in Company Tax Return (CTR)
      • Franking account balance or transaction listing
      • How to Allocate Trust distribution as Trust
      • 102AAM Interest charge
    • Partnership Tax Return
      • 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)
      • Spreadsheet Example - Partnership Comparatives
      • How to Use Tags in accounts with other expense categories in - Partnership Tax Return (PTR)
      • How to Use Tags in accounts with other Income categories in - Partnership Tax Return (PTR)
      • How to revert accrual reports to cash for Partnership Tax Return (PTR)
      • Handling CashFlow Boost reporting in a Partnership (PTR)
      • How to Record Jobkeeper in a Partnership Tax Return (PTR)
      • How to Access Livestock Calculator in the Partnership Tax Return (PTR)
    • Trust Tax Return
      • 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)
      • Notice to sent - Trust Tax Return (TRT Form)
      • Trust Tax Return (TRT) - Applying PRIOR YEAR LOSS
      • Understanding the Reconciliation Section in Trust Tax Form (TRT)
      • Reporting Partnership, Interest & Dividend Income, Capital Gains and Rentals For Trust Tax Form (TRT)
      • Trust Tax Return (TRT) loss distribution
      • How to Use Tags in accounts with other Income categories in Trust Tax Return (TRT)
      • How to Use Tags in accounts with other expense categories in Trust Tax Return (TTR Form)
      • Deceased Estate - Trust Tax Return (TRT Form)
      • Error: The A - Income of the trust estate field is required in Trust Tax Return Form (TRT)
      • How to revert accrual reports to cash for Trust Tax Return (TRT)
      • Handling CashFlow Boost reporting in a Trust (TRT)
      • How to Record Jobkeeper in a Trust Tax Return (TRT)
      • How to claim refund for a trust account?
      • Trust loss & TFN withheld credit
      • How to Access Livestock Calculator in the Trust Tax Return (TRT)
      • Rental Income NOT for Business
      • Q&A: Trust Distribution to beneficiaries
      • Net income of Trust to beneficiaries
      • Non-Primary Income Amount
      • Foreign income from Trust to Individual
      • Trust without an ABN
      • Trust Losses (Carried Forward Loss) in Trust Tax Return (TRT)
      • Maximum number of beneficiaries
      • Figures from Imported Financials Not Related to Business
      • Current Liability Rule
      • Trust Distribution - Tax loss & Capital Gain Tax (CGT)
      • CGT gains distribution is not showing up on the ITR
    • Superannuation Fund Tax Return
      • 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 anForms - Self Managed Superannuation Fund (SMSF)
      • Calculation Engine for Retirement - Self Managed Superannuation Fund (SMSF)
      • Capital Gains in Self Managed Superannuation Fund (SMSF) Tax Return
      • Exempt current pension income - Self Managed Superannuation Fund (SMSF)
      • How to get the credits back - Self Managed Superannuation Fund (SMSF)
      • Self Managed Superannuation Fund (SMSF) : Message - Incorrect PDF Format
      • Self Managed Superannuation Fund (SMSFAR) - Applying PRIOR YEAR LOSS
      • Self Managed Superannuation Fund (SMSFAR) - Carried Forward Loss
      • Self Managed Superannuation Fund (SMSFAR) : Clearing Errors and Validating Form
      • SMSF Member Statement (entering Opening Balance of a Member)
      • Work around for removing section G in BGL PDF return
      • Methods for creating SMSF accounts
      • Depreciation for Self Managed Superannuation Fund (SMSF)
      • Mclowd import error
      • Non-Concessional Contribution Income (SMSF)
      • T2 Tax Offset
      • Superannuation Pension Forecaster
      • SMSF Total income
  • Other Forms
    • Activity Statement
      • 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
      • How to Amend an Activity Statement (AS)
      • Bulk Import of Activity Statement / Installment Activity Statement (AS/IAS)
      • Collecting and Filling Activity Statements (AS) from the ATO Systems
      • Collecting Activity Statement (AS) - not showing in LodgeiT
      • Importing Activity Statements (AS) lodged indirectly
      • Access to Activity Statements Not Available
      • Cash Flow Boost - Activity Statement (AS)
      • How to amend BAS details imported from QBO?
      • NIL BAS
    • PAYG Payment Summary Tax Return
      • Preparation of PAYG Payment summary (PS)
      • How to Import Empdupe to Payment Summary Form (PS)
    • TPAR Tax Return Form (Taxable Payments Annual Report)
      • 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 QBO?
    • CGNFT ( Consolidated Groups Notification of Formation and Member Entrance-Exit )
      • Preparation of Consolidated Groups Notification of Formation and Member Entrance/Exit Form (CGNFT)
    • FBT Tax Return Form (Fringe Benefit Tax)
      • Preparation of Fringe Benefit Tax Return Form (FBT)
    • FTER ( Family Trust Election
      • Preparation of Family Trust Election, Revocation or Variation Form (FTER)
    • IEE ( Interposed Entity Election and or Revocation )
      • Preparation of Interposed entity election and or revocation form (IEE
    • RNN Tax Return Form ( Return Further Returns Not Necessary)
      • Preparation of Return/Further Not Necessary (RNN)
    • TFND Tax Return Form ( Tax File Number Declaration)
      • Preparation of Tax File Declaration form (TFND)
  • Special Purpose Financial Reports (SPFR)
    • General - SPFR
      • The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
      • Managing Special Purpose Financial Statement (SPFR) Templates
      • Substituted Accounting Period (SAP) - SPFR
      • Cash vs. Accrual Reporting in Special Purpose Financial Reports (SPFR)
      • Special Purpose Financial Statements (SPFR) Comparison Period
      • Print option for Special Purpose Financial Reports (SPFR)
      • Batch "Publishing" of Special Purpose Financial Report (SPFR)
      • SPFR - "Published" Report
      • Switching Line Items
      • Switching Account Sectors
    • Branding
      • Branding Settings and Logo (Emails and Special Purpose Financial Statements-SPFR)
    • Signing
      • Managing SPFR's Compilation Report
      • Sign a compilation report
      • Default Signatory (For Financial Report > Compilation)
      • Special Purpose Financial Statements (SPFR) and E-Signature
    • Company
      • Preparing Special Purpose Financial Reports (SPFR) for a Company
      • Demonstrating Producing Company SPFR via QBO
    • Individual
      • Preparing Special Purpose Financial Reports (SPFR) for Sole Trader
    • Trust
      • Preparing Special Purpose Financial Reports (SPFR) for a Trust
      • Working with Trusts
      • How to distribute/allocate profit to beneficiary in Trust SPFR
      • Video of the Trust SPFR Generation Process
    • Partnership
      • Preparing Special Purpose Financial Reports (SPFR) for a Partnership
      • How to distribute "Partners Profit Distribution Summary" in Partnership SPFR
    • Superfund
      • Preparing Special Purpose Financial Reports (SPFR) for Superannuation Fund (SMSF)
      • How to distribute "Members Profit Distribution Summary" in Superannuation Fund (SMSF) SPFR
  • Integrations
    • Integration (API) General Settings
      • Settings - Import
      • API General Settings- Importing Financials
      • Removing Imported Financials
      • Manage Connection: How to remove accounting software
      • How to refresh/re-import financials
    • QuickBooks Online (QBO)
      • QBO Integration Instructions
      • Importing BAS from QuickBooks Online
    • Xero
      • About Xero integration
      • Sign in with Xero
      • Sign up with Xero
      • Connect to Xero
      • Continue with existing Xero organisation
      • Importing financials - Xero
      • Manage connections (Xero)
      • FAQ (Xero)
    • MYOB AccountRight Live
      • Myob Accountright Live Integration
      • 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
  • Importing Financials and Business Activity Statement (BAS)
    • General
      • What is a Financial "Import"?
      • General - Importing Financials
      • Financial Reports (comparative excel sheet example)
    • LodgeiT Smart Excel Utility
      • LodgeiT Smart Excel Utility (LSU)
      • 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
      • Link to Install the Smart Excel Utility
      • Installation for Add-in issue : LodgeiT Smart Excel Utility
    • Excel
      • Importing Financials from Excel
    • QBO (BAS API and LSU)
      • Import BAS Values from QBO
      • QBO BAS Output different to LodgeiT BAS Value
      • Importing Financials from QuickBooks Online (Using LSU)
      • Importing Financial Statements from Quickbooks (QBO)
    • Reckon (Extract & Import ; using LSU)
      • Importing Financials from QuickBooks/Reckon Accounts Desktop (Extract & Import)
      • Importing Financials from QuickBooks/Reckon Accounts Desktop (Using LSU)
      • Import Financials from Reckon One (Extract and Import)
      • Import Financials from Reckon One (Using LSU)
    • Xero (API Integrated)
      • Importing Financials from Xero
    • Software Assistant (Extract & Import)
      • Importing financials from Software Assistant
    • MYOB Account Right - Desktop version (Extract & Import)
      • MYOB AccountRight - Desktop version (Extract & Import)
    • MYOB Essentials / MYOB Business Lite (Extract & Import ; using LSU)
      • Importing Financials from MYOB Essentials (using LSU)
      • Importing Financials from MYOB Essentials -MYOB Business lite (Extract & Import)
    • MYOB Accounting Classic (Extract & Import)
      • MYOB Desktop Legacy (v13 to 19) - MYOB Accounting Classic (Extract & Import)
    • Elite (Using LSU)
      • Importing Financials from Elite (Using LSU)
    • MYOB - Accounting Legacy (using LSU)
      • Importing Financials from MYOB Accounting (using LSU)
      • Extract & Transform MYOB Accounting Legacy Profit and Loss Report
    • MYOB - Tax and Contacts (using LSU)
      • Importing Financials from MYOB Tax & Contacts Balance Sheet Report (Using LSU)
    • Other Software Providers
      • 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
      • Extract & Transform Tally Profit and Loss Report
  • General Accounting & Tax Knowledge
    • General Tax Knowledge
      • Accounting and Tax Facts for Dividends
      • Losses
      • Simpler Depreciation for Small Businesses
      • Minutes of Trustee Resolution
      • Cash vs Accrual Reporting in Tax Forms
      • Flow-through of Dividends from Company via Trust to Human Beneficiary
      • Flow-through of Dividends from Company via Trust to Company Beneficiary
      • Loss carry-back rules
      • Loss carry back tax offset calculation
      • Loss carry-back for companies
      • Loss carry-back offset (eligibility requirements)
      • Declining tax rates
      • Carry back rebate / CMN.ATO.CTR.W00009
      • Not eligible for tax offset
      • Chart of Account for Not for Profit Organisation (NFP)
      • Tax Offset not equal to Tax Liability
      • Capital Gain Tax (CGT) distribution among investors
    • Effective Accounting Techniques
      • Preparing Accounts for LodgeiT
      • Understanding Accounting Reports
      • Cash vs. Accrual Accounting
      • How to Ensure Accounts are Accurate
      • Accounting Depreciation Different to Tax Depreciation for SBE Company
      • Handling Dividend Reporting
      • Trust Beneficiary Loans in QuickBooks
      • How to account for Sole Trader Equity
      • Accounting for Livestock Activity
      • Options for Partnership Equity Accounting
      • Options for Trust Beneficiary Loan Accounting
    • Basic Accounting Literacy
      • Basic Accounting Literacy
    • Classification of Account Line Items
      • Getting Started with Mapping Accounts
      • Chart of Accounts Taxonomy
      • Scroll issue while mapping an accounts
    • Accounting to Tax Reconciliations
      • Logic of Reconciliation Section
  • LodgeiT Tools and Storage
    • Working Papers
      • Using Working Papers
      • Checking Workpapers : as an "accountant"
      • Checking Workpapers : as a "reviewer"
      • Checking Workpapers: for expected value
      • Delete workpapers
      • Edit Workpapers
      • Import documents from files to workpapers
      • Remove documents from Workpapers
      • Upload Documents to Workpapers
      • Working Papers - How to Revert a Set from Complete to Drafting
    • Other Calculators & Tools
      • 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
      • Notes
      • Structure of Loans
      • Depreciation
      • Calculators
      • Hire Purchase Rate Finder
    • Share Register & Franking Account Tools
      • How to use the Share Register & Franking Account
      • Dividends Paid and Franking Account
      • Add Dividends paid by the company to the Shareholders
      • Working with the Share Register & Paying Dividends
      • Opening Balance - Franking Account
      • Understanding Franking Credits
      • How to reconcile Franking Account?
      • How to Delete Dividend Schedule to the Tax Form
      • Dividend not showing in Tax Form
    • Depreciation Tools
      • Settings - Depreciation
      • Initial Configurations for Setting up Depreciation Module
      • Video : Basics of Depreciation including General Pool
      • Depreciation FAQ's
      • Depreciation Rules (2019-21)
      • ATO Guide to Depreciation
      • How to deactivate depreciation?
      • Rolling back (edit/delete) Asset and Asset Group
      • How to reset depreciation start date
      • How to dispose an asset
      • How to move an Asset from “Motor Vehicle” to “General Pool”
      • How to move an Asset from “Motor Vehicle” to “Low Value Pool”
      • How to move an Asset from “Plant and Equipment” to “General Pool”
      • CTR Depreciation: Gain Loss for Company Tax Return
      • CTR Depreciation: Using Immediate Write Off in Company Tax Return
      • CTR Depreciation: Using SBE General Pool in Company Tax Return
      • CTR Depreciation: Small Business Entities (SBE) Tax Rates, Reconciliation and Simpler Depreciation for Company Tax Return
      • CTR Depreciation: Decline in Value (Depreciating Asset) in Company Tax Return
      • CTR Depreciation: 5 Year Preliminary Expense Amortization (Section 40-880) in Company Tax Return
      • ITR Depreciation: Rental
      • ITR Depreciation: Rental Property Low Value Pool (Deduction>D6)
      • ITR Depreciation: Work Related Motor Vehicle Logbook Method in Individual Tax Return
      • ITR Depreciation: Rental Property - Capital Allowance
      • ITR Depreciation: Rental Property - Capital Works Rental (Division 40 and Division 43)
      • ITR Depreciation: Capital Allowance Asset as Work Related Expense for Individual Tax Return
      • Depreciation for Individual Tax Return Form (ITR)
      • ITR Depreciation: Work Related Expense + Private use for Individual Tax Return
      • ITR Depreciation: Adding Work Related Motor Vehicle Report from other System to LodgeiT
      • Depreciation for Luxury Car Limit (applying "Car Cost Limit")
      • FAQ: Pre 2014 Cars/Vehicle Depreciation Reduction
      • Motor vehicle with cost higher than the car limit and applying GST
      • ITR Depreciation: General Pool- Related to Business in Individual Tax Return
      • ITR Depreciation: General Pool Depreciation in Individual Tax Return Business Schedule (Sole Trader)
      • ITR Depreciation: Low Value Pool (Business Related) in Individual Tax Return
      • ITR Depreciation: Low Value Pool Depreciation in Individual Tax Return Financial Investments
      • ITR Depreciation Expense > SBE > P10
      • TTR/PTR Depreciation: Using SBE General Pool and Immediate Write Off in Trust or Partnership Tax Return
      • Depreciation: Profit on Sale / Recoupement
      • Depreciation for Self-Education Expenses
      • CTR Depreciation: Small Business Pool (SBE) - Temporary Full Expensing
      • CTR Depreciation: Capital Allowances > Temporary Full Expensing
      • Deprecation - Financial Investment
      • Work From Home - Other Work Related Expenses
      • Temporary Full Expensing (Using LodgeiT Depreciation Tools)
      • Depreciation - Business and Private use
      • Moving an Asset - Plant & Equipment to General Pool
      • Opening Balance field not available
      • Low Value Pool (LVP) on 50% Taxable Use
      • SBE and Motor Vehicle Depreciation
    • Tax Related Reconciling Tools
      • The Reconciliation Analyser
      • About Activity Statement Analyser's
      • Activity Statement Analysis - Accounting System
      • The GST Analyser
      • Annual GST Analyser
      • Payroll Analyser
      • End of year Journal entries
      • Generate Reports from Portal
      • The Payment / Refund Analyser
      • Trade Amendment Tool
      • True Balance Validator
      • Matching Integrated Account Facts with Activity Statement Facts
      • Importing Integrated Account from ATO Portal
      • Importing Income Tax Account Validator
    • Share Buy - Sell Tools
      • 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
      • Understanding Document Types & Document Timeframes
      • Document Storage Overview
      • Attaching Documents in the Document Storage Area
      • Create Document Time Frame Associations
      • Document Storage on Calculators
      • Document Sub-Type for Financial Report
      • Document sub-type for Legal Document
      • Document Sub-Type for Reference Document
      • Document sub-type for Regulator Notice. Be sure to select the regulator.
      • Retrieving Documents
      • Saving Accounting Data Files into Storage
  • LodgeiT video series
  • Resources
    • Known Error Codes
      • 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
      • CMN.ATO.TPAR.000002
      • CMN.ATO.CGTS.402136
      • CMN.ATO.CGTS.402165
      • CMN.ATO.GEN.434147
      • CMN.ATO.CGTS.402171
      • CMN.ATO.CGTS.402243
      • CMN.ATO.CTR.428049
      • CMN.ATO.CTR.430021
      • CMN.ATO.AS.EM024 / CMN.ATO.AS.EM139
      • CMN.ATO.AS.EM060
      • CMN.ATO.GEN.001001
      • CMN.ATO.GEN.001002
      • CMN.ATO.GEN.001011
      • CMN.ATO.GEN.200000
      • CMN.ATO.GEN.300005
      • CMN.ATO.GEN.300006
      • CMN.ATO.GEN.400011
      • CMN.ATO.GEN.410214
      • CMN.ATO.GEN.428042
      • CMN.ATO.GEN.430019
      • CMN.ATO.GEN.430050
      • CMN.ATO.GEN.430081
      • CMN.ATO.GEN.430136
      • CMN.ATO.GEN.430142
      • CMN.ATO.GEN.430245
      • CMN.ATO.GEN.430250
      • CMN.ATO.GEN.432016
      • CMN.ATO.GEN.432686
      • CMN.ATO.GEN.434147 (Old Form)
      • CMN.ATO.GEN.438002
      • CMN.ATO.GEN.438063
      • CMN.ATO.GEN.438065
      • CMN.ATO.GEN.438067
      • CMN.ATO.GEN.500055
      • CMN.ATO.GEN.EM0005
      • CMN.ATO.IITR.000266
      • CMN.ATO.IITR.210003
      • CMN.ATO.IITR.300001
      • CMN.ATO.IITR.310000
      • CMN.ATO.IITR.310054
      • CMN.ATO.IITR.310104
      • CMN.ATO.IITR.310105
      • CMN.ATO.IITR.410009
      • CMN.ATO.IITR.EM0028
      • CMN.ATO.PSS.000025
      • CMN.ATO.PSS.000031
      • CMN.ATO.RDTIS.438003
      • CMN.ATO.RDTIS.438043
      • CMN.ATO.RS.000150
      • CMN.ATO.SMSFAR.436021 - Audit date incorrect
      • CMN.ATO.SMSFAR.436066
      • CMN.ATO.SMSFAR.436202
      • CMN.ATO.SMSFAR.436352
      • CMN.ATO.SMSFAR.436632
      • CMN.ATO.SMSFAR.437133
      • CMN.ATO.TFND.000113
      • CMN.ATO.TPAR.000013
      • CMN.ATO.TPAR.000016
      • CMN.ATO.TRT.432179
      • CMN.ATO.TRT.432687
      • CMN.ATO.WRE.000061
      • CMN.ATO.WRE.000070
      • Description of activity length must not exceed 36 characters
      • Description of activity length must not exceed 36 characters
      • Error : Accounting System connection is Invalid
      • Other Country
      • SBR.GEN.AUTH.003
      • SBR.GEN.AUTH.006
      • SBR.GEN.AUTH.008
      • CMN.ATO.CTR.428099
      • CMN.ATO.CTR.428352
      • CMN.ATO.CTR.428019 Previous name without either ARBN or ACN
      • CMN.ATO.IITR.EM0054
      • Dividends and Interest - Address error code
      • CMN.ATO.IITR.730270
      • CMN.ATO.IITR.730378
      • CMN.ATO.IITR.000254
      • CMN.ATO.IITR.304102 - Estimated eligible income is incorrect
      • CMN.ATO.IITR730377
      • CMN.ATO.IITR.730417
      • CMN.ATO.GEN.010028
      • CMN.ATO.TRT.432112
      • CMN.ATO.DDCTNS.000155
      • CMN.ATO.IITR.000237
      • CMN.ATO.IITR.600097
      • CMN.ATO.IITR.000200
      • CMN.ATO.IITR.EM0003- "Relationship" to date must be the "Frm" date
      • CMN.ATO.IITR.730359 - Foreign income tax offset amount is incorrect
      • Error: In order to send E-signature request for this documents the client must have at least one relationship with Trustee."
      • CMN.ATO.CGTS.402157
      • Error: E- Total adjustable values at end income year cannot be negative
      • Error: The A - Income of the trust estate field is required
      • Error: The GrossPayment field is required
      • CMN.ATO.IITR.310018
      • CMN.ATO.IITR.310026
      • Error: CMN.ATO.CTR.430018
      • CMN.ATO.IDS.440558
      • CMN.ATO.IITR.00023 (action code required)
      • CMN.ATO.GEN.500134
      • CMN.ATO.GEN.430001
      • CMN.ATO.AS.EM063
      • CMN.ATO.IITR.730376
      • CMN.ATO.FTER.408053
      • Error: Invalid Characters
      • CMN.ATO.SMSFAR.437185
      • CMN.ATO.IITR.730263 (Working Holiday Maker with Business)
      • CMN.ATO.IITR.200026
      • CMN.ATO.TRT.432181
      • CMN.ATO.SMSFAR.437169
      • CMN.ATO.TRT.432632
      • CMN.ATO.DDCTNS.000209
      • CMN.ATO.IITR.730435
      • CMN.ATO.AS.EM065
      • Label Z
      • CMN.ATO.IITR.100031
      • CMN.ATO.AS.EM061
      • CMN.ATO.IITR.300040
      • CMN.ATO.IITR.310006
      • CMN.ATO.IITR.EM0042
      • CMN.ATO.INCDTLS.000255
      • CMN.ATO.IITR.100029
      • CMN.ATO.CTR.500231 / CMN.ATO.CTR.500161 / CMN.ATO.CTR.50022
      • Trust this device
      • Oops! Something went wrong under the hood
      • CMN.ATO.IITR.730456
      • CMN.ATO.INCDTLS.000116
      • CMN.ATO.AUTH.011
      • CMN.ATO.LDGPROG.EM60230
      • CMN.ATO.GEN.434088
      • Superannuation Lump Sum Payments (Individual Tax Return)
      • CMN.ATO.IITR.EM0043
      • CMN.ATO.CTR.500224 - Income Tax liability must be greater than O
      • CMN.ATO.IITR.730302
      • CMN.ATO.TRT.432723
      • CMN.ATO.IITR.730302
      • CMN.ATO.IITR.730150 (Working holiday Maker / WHM)
      • CMN.ATO.TRT.432796
      • CMN.ATO.IITR.730221
      • CMN.ATO.GEN.500126
      • CMN.ATO.IITR.310003
      • CMN.ATO.CTR.428313
      • Dangerous Request
      • Error Code 50137
      • CMN.ATO.GEN.EM0019
      • LGT.GEN.ERR.0000009
      • Error: Lodgement is missing on ATO
      • Error: "We could not process your request due to malformed syntax"
      • CMN.ATO.IITR.730411
      • B - Closing stock cannot be negative
      • "Amendment received before original return lodged"
    • Old Forms
      • Old Form : Trust Tax Return Form 2015
      • Validation Errors on Old Forms
      • Old Form: With ABN and without business income/ANZSIC
      • Attaching a Losses Schedule for an Old Form
  • LodgeiT Labs
    • LodgeiT Labs > AccFx
      • Accfx Login
      • Demo
      • Make Consolidated Entity
      • Change from Company to Trust
      • Charts Demo
      • Closing Balances
      • Conversion Tool
      • Duplicating data
      • Make Tags (Part 1)
      • Make Tags (Part 2)
      • HP Solution
      • Workaround
      • AccFx database usage
      • Adding Beneficiaries
      • Balance not balancing
      • Beneficiary Switch
      • Capital Drawings Trust Reporting One Year
      • Creating Training Sets
      • Database Download
      • Demo of HP Matcher
      • Describing New Report Design and Concepts Used
      • General Stuff
      • Help Buttons
      • Historical transactions 1
      • Historical transactions 2
      • Journalling
      • Line item notes
      • Make financials new
      • Make sure you understand the entity the primary data sets
      • Describing New Report Design and Concepts Used
      • Making Partners Beneficiaries from TB
      • Modular AccFx
      • Movement Switching Issue
      • PDF report replace item names
      • Tagging info
      • Working fine
      • Trust Losses etc
      • Classification fix
      • AccFx Autosave Back-up
      • HP matching issue
      • HP Pairing
      • How to use rename line item
      • Hire purchase examples
      • Switch back
      • Renaming and Reclassifying
      • Making Hire Purchase items
      • Make Trial Balance
      • Updating Journal Pop-up Menu
      • Tables Demo
      • Switching
      • Switch Issue
    • LodgeiT Labs > Livestock
      • Grain Farming Concepts
      • Livestock Processing
      • Quantities
    • LodgeiT Labs > Pacioli
      • Standard Business Reporting Model
Solution home User Guide General Settings

Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)

Modified on: Mon, 14 Dec, 2020 at 6:51 AM

Go to "Settings"

Select "Tax"


"Fee from Refund" If it's ticked it automatically uses agent's EFT details on tax forms.


Fill bank information

Account Number - it's masked for security purposes. If you want to change it, must enter full number.

Details from Setting > Tax, will appear in Tax Return "EFT" details.

Related Article:

Adding Bank Details into an Individual Tax Form

Electronic Fund Transfer (EFT) Report

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