You can amend a Tax Form that was either:
Originally lodged via LodgeiT, or
Lodged through another software, then manually added to LodgeiT.
TABLE OF CONTENTS
1. If the Tax Return was Originally Lodged via Another Software
2. If the Tax Return was Lodged via LodgeiT
Follow the appropriate steps below depending on your situation:
1. If the Tax Return was Originally Lodged via Another Software
You’ll need to re-create the form in LodgeiT and mark it as mark form as lodged manually before you can amend it.
Steps:
Create a new form for the relevant taxpayer and year.
Enter the data exactly as it appeared in the originally lodged return.
Click Validate to check for and clear all validation errors.
Once the form is error-free, click Complete to set its status to Completed.
In the upper-right corner of the form, click the three dots (⋯) icon and select mark form as lodged manually
After marking the form as lodged, an “Amend” option will appear at the bottom of the form.
Click Amend to proceed with your changes.
2. If the Tax Return was Lodged via LodgeiT
If the return was originally submitted through LodgeiT:
Open the existing form in LodgeiT.
Scroll to the bottom of the return — you should see an Amend button
Click Amend to start making your changes.
FAQ:
Q: Where do I find the Amendment Sequence Number, Amendment Type and Amendment Reason?
A:
In Dashboard:
Reason and Type -
Description about the "Amendment type code"
Form Workflow Sequence and E-signature