With just six simple steps, LodgeiT streamlines the process of lodging your tax return. 
1. Make sure that your accounts are in order and reconciled - you'll first need to determine which method of filing is appropriate for you or your firm/business. (for Business owner, learn more)
2. Sign up to use LodgeiT
3. Connect LodgeiT to the Australian Tax Office
4. Connect your accounting system to LodgeiT and import your accounts
6. Lodge your tax return!

Note: For Business Entity (non-agent), you may check this guide

The video provides the following guide about the BASIC of the Company Tax Return (using Financial import from 'QuickBooks Online')

  • Preparation of Company Tax Return 

             - Company Tax Return 2022 via 'QuickBooks Online'

             - Company Tax Return 2022 Excel Import

             - Company Tax Return 2022 via Xero

Walk through about lodging a company tax return, click HERE

Checkout some of our Help guide: 

Preparation of Company "Financial Reports"

Depreciation Articles

Form Workflow Sequence and E-signature

How to see Lodged form/Lodgement receipt

How to Modify Due Date

LodgeiT Classification System

ATO Company Tax Return Instruction Guide

The Basic Process

To work with a company tax return, first ensure that all the necessary information about the company has been added to LodgeiT via "Settings"if you fail to do this, you will encounter a range of difficulties.

Then you can proceed to adding a form-

Select Form

Add Form

Select the Year to Fill. Note that we have changed the design for the form from 2017 onward. Old forms can still be used.

"Lodgement Date" is automatic date from ATO, but you can also manage to change it if necessary.

Assuming you've imported your accounts and classified them, the relevant sections of the form should be activated for use. If you need to activate other sectors for manual fill, select them and then push Complete to initiate the task of completing the form.

Once you've worked in the form, you may need to turn-on certain reporting sections. You can do so via -

Check Form status via "Dashboard" . Click here to learn more about Form Sequence

Note: LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions)