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LodgeiT

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  • What's New
    • What's New
      • June 2020
      • June 2020 - Tax Form Changes
      • May 2020
      • March 2020
      • Get your free annual LodgeiT subscription from QuickBooks
      • November 2019
      • June 2019
      • April 2019
      • December 2018
      • October 2018
      • September 2018
      • August 2018
      • April 2018
      • June 2018
      • Changes to LodgeiT's API access to Xero Data
  • 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: MYOB Import
      • 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
      • FAQ: Pre 2014 Cars/Vehicle Depreciation Reduction
      • Q&A: Share of Franking Credits / How to input dividend imputation credits on a trust distribution
      • Q&A: Trust Distribution to beneficiaries
      • Q&A: Income Averaging for Primary Production
      • Q&A: Company not showing trust franking credit from distribution
      • Q&A: Jobkeeper
      • Q&A: Depreciation - Actual and Estimate
      • 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
    • Sign-up Process
      • LodgeiT Overview Process
      • Getting Started for Tax Agents
      • Getting Started for Bookkeepers
      • Getting Started for Business Owners
      • Learn LodgeiT via GotoWebinar
      • Knowledge base
    • Account and Security
      • Account
      • To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
      • Turn on 2-step authentication via Authenticator app
      • Feedback
      • Organisation Log
      • Electronic Fund Transfer (EFT) Report
      • Entity Type / Practice Type as Company (Tax agent)
      • How to Invite Team Members and Restrict Team Access
      • Switch Accounting Software
      • Taxpayer appointment of tax agent
      • 2FA 30days
      • Switch Tax Agent
      • 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
    • General Settings
      • Client Export
      • Dashboard - Work status filter and sort (team, form, period, client group)
      • Form Workflow Sequence and E-signature
      • Using LodgeiT to Lodge for Multiple Entities / Switch Organisation (FOR TAX AGENT)
      • Business Owner to Lodge for Multiple entities
      • How to see Lodged Form / Lodgement Receipt
      • Creating a Tax Return (form types)
      • How to Amend a Tax Return
      • Activate Financial Picture
      • Where to add Bank Detail / Electronic Funds Transfer (EFT)
      • Part Year Spouse
      • Complete your Organisation Details
      • Client settings
      • Define Client Relationship
      • Add related entities / Adding Client
      • Archive or Delete Client
      • Add Spouse
      • Deactivate Spouse
      • Address Option - Tax Agent or Client
      • Audit Trail and Document History
      • Additional Email Address
      • How to change the language settings on your Google chrome browser
      • Changing Bank Details (Tax Agent)
      • Deleting Form
      • Fast Navigation - Forms (Keyboard)
      • Fixing Date Display Issue in Google Chrome
      • Gear Wheel
      • Human Icon
      • Intermediary VS. Business
      • Invite LodgeiT Team (for Error / Issues)
      • How to Lock a Form from the other Team Members
      • Lodgement Declaration Requirement
      • Lodgement List & Dates
      • Client List and Client Groups
      • Managing Client
      • How to reverse form to "Draft" status again?
      • How to Modify Due Date
      • How to prevent other team members for viewing a form
      • Print the form
      • Selecting clients to work with
      • Settings - Contact Details
      • Settings - Manage Access
      • Settings - General
      • Settings - LodgeiT User
      • Settings - People
      • Settings - Tax
      • Out To Sign: Manual Signature
      • Out To Sign: Using E-Signature
      • E-Sign Notifications
      • E-sign status card
      • Suspend a Form
      • Synchronise Client Details from LodgeiT to QBO
      • Connecting to LodgeiT from/to QBO
      • Validating Errors
      • Medicare Levy Surcharge
      • Client Details Card
      • How to "mark form as lodged"
      • Prefill button
    • Tax Systems Conversion Guide
      • Client Migration
      • Extracting Client List from Elite
      • Extract Client List from Handisoft
      • Client groups bulk import (existing client)
      • Pattern for CSV Client Import
    • QBOA User
      • LodgeiT to QBO Client Sync - Synchronise client details
      • LodgeiT to QBO Client Sync - Export
      • LodgeiT to QBO Client Sync - Import
  • Practice Settings
    • ATO Online Services
      • Connect LodgeiT to ATO
      • How to Secure MyGov ID
      • Can a MyGov ID be Proof of Signing?
    • Branding
      • Brand Setting and Logo
    • E-Sign Settings
      • Signing Documents Electronically Under Corporations Act 2001
      • E-signature Template
    • Email Settings
      • About Email Settings
      • Troubleshooting Sending Client Emails
  • Billing and Payments
    • General LodgeiT Pricing
      • Billing page
      • Pricing
      • Buying Lodgements (Business Owner / Individual)
      • Package Subscription for Tax Agent
      • How to see LodgeiT payment and invoice
      • How to renew a LodgeiT subscription plan
      • How to change a LodgeiT subscription plan
    • Pricing for Franchisees
      • About Franchisee Licences
      • Buying and Assigning Licences
    • Pricing for BGL
      • Buying lodgement for SMSF
  • Tax Forms
    • 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)
      • Business & PSI Income - Individual Tax Return (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)
      • General Pool- Related to Business (Individual Tax Return)
      • Car Expense for Business - Individual Tax Return (ITR)
      • Completing the Business Section of Individual Tax Return (ITR)
      • Depreciation: Capital Allowance Asset as Work Related Expense (Individual Tax Return)
      • Depreciation: New Asset-Motor Vehicle (Individual Tax Return)
      • Depreciation to Rental (Individual Tax Return)
      • Depreciation: Rental Property (Individual Tax Return)- Capital Allowance
      • Validating Work Expenses for Individual Tax Return (ITR)
      • Spreadsheet Example - Sole Trade Comparatives
      • Depreciation: Rental Property (ITR)- Capital Works Rental
      • Depreciation: Work Related Motor Vehicle (ITR) Report from other System to LodgeiT
      • Description of Main Business for Individual Tax Return (ITR)
      • Where to Enter Fringe Benefit into Individual Tax Return (ITR)
      • Foreign Source Income - Individual Tax Return (ITR)
      • Applying PRIOR YEAR LOSS - Individual Tax Return (ITR)
      • Individual Tax Return (ITR) with Partnership (with $20K loss assessable income)
      • Low Value Pool (Business Related) Individual Tax Return
      • 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)
      • Personal Superannuation Deductions in Individual Tax Return (ITR
      • Private Health Codes
      • PSI - Item 14 - Individual Tax Return (ITR)
      • 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)
    • 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)
      • 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
      • 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)
      • Company Tax Rates for small business entities
      • 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)
    • 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)
    • 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 Forms - 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)
    • 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)
  • 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
      • Importing Published Xero Activity Statements (AS) to LodgeiT
      • Access to Activity Statements Not Available
      • Cash Flow Boost - Activity Statement (AS)
    • 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)
    • 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)
  • Importing Financials
    • General
      • General : Importing Financials
      • Settings - Import
      • Removing Imported Financials
      • Financial Reports (comparative excel sheet example)
      • How to remove accounting software connection
    • QuickBooks Online (QBO)
      • Extract & Transform QuickBooks Online Balance Sheet Report
      • Extract & Transform QuickBooks Online Profit and Loss Report
      • Importing Financial Statements from Quickbooks (QBO)
    • Reckon
      • Importing Financials from QuickBooks/Reckon Accounts Desktop
      • Importing Financials from Reckon One
    • MYOB
      • Extract & Transform MYOB Accounting Legacy Balance Sheet Report
      • Extract & Transform MYOB Accounting Legacy Profit and Loss Report
      • MYOB Desktop Legacy (v13 to 19)
      • Transform Report and MYOB Essentials using LodgeiT Smart Excel Utility
      • Extract & Transform MYOB Essentials Balance Sheet Report
      • Extract & Transform MYOB Essentials Profit and Loss Report
      • Extract & Transform MYOB Tax & Contacts Balance Sheet Report
      • Issue: Myob API Import - figures are incorrect
      • Extract & Transform MYOB Tax & Contacts Profit and Loss Report
    • Xero
      • Importing Financials from Xero
    • Excel
      • Importing Financials from Excel
    • 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
    • LodgeiT Smart Excel Utility
      • LodgeiT Smart Excel Utility
      • Generate LodgeiT Import Files from Any Accounting System
      • Unable to see "LodgeiT/LSU" tab in spreadsheet (LodgeiT Smart Excel Utility)
      • Instructions for Livestock Calculator using 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
  • General Accounting & Tax Knowledge
    • General Tax Knowledge
      • Losses
      • 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
    • Effective Accounting Techniques
      • Preparing Accounts for LodgeiT
      • Small Business Entity having Accounting vs Tax Depreciation
      • Handling Dividend Reporting
      • Trust Beneficiary Loans in QuickBooks
      • How to account for Sole Trader Equity
    • Special Purpose Financial Reports
      • Managing Special Purpose Financial Statement (SPFR) Templates
      • Adjusting Your Branding Settings and Adding Your Logo (Emails and Special Purpose Financial Statements-SPFR )
      • Cash vs. Accrual Reporting in Special Purpose Financial Reports (SPFR)
      • Special Purpose Financial Statements (SPFR) and E-Signature
      • Preparing Special Purpose Financial Reports (SPFR) for a Company
      • Preparing Special Purpose Financial Reports (SPFR) for a Trust
      • Preparing Special Purpose Financial Reports (SPFR) for a Partnership
      • The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
      • Special Purpose Financial Statements (SPFR) Comparison Period
      • Working with Trusts
      • Preparing Special Purpose Financial Reports (SPFR) for Sole Trader
      • Demonstrating Producing Company SPFR via QBO
      • Print option for Special Purpose Financial Reports (SPFR)
      • How to distribute "Partners Profit Distribution Summary" in Partnership SPFR
      • How to distribute/allocate profit to beneficiary in Trust SPFR
    • 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
    • Share Register & Franking Account Tools
      • How to use the Share Register & Franking Account
      • Working with the Share Register & Paying Dividends
      • Access the Franking Account
      • Add Dividends paid by the company to the Shareholders
      • Opening Balance - Franking Account
      • Understanding Franking Credits
    • Depreciation Tools
      • Settings - Depreciation
      • Depreciation FAQ's
      • Video : Basics of Depreciation including General Pool
      • Accounting Depreciation & Tax Depreciation - Company Tax Return (CTR)
      • Add a New Depreciation Group
      • Rolling back (edit/delete) Asset and Asset Group
      • Rental Property Low Value Pool - Individual Tax Return (ITR)
      • Depreciation > Luxury Car Limit
      • Immediate write off
      • Depreciating Assets Groups & Classes
      • Depreciation: Profit on Sale / Recoupement
      • General Pool Depreciation Write-off
      • How to dispose an asset
    • 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
    • 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.TPAR.000002
      • CMN.ATO.CGTS.402136
      • CMN.ATO.CGTS.402165
      • 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
      • 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.IITR000237
      • CMN.ATO.TRT.432112
      • CMN.ATO.DDCTNS.000155
      • 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."
    • Old Forms
      • Old Form : Trust Tax Return Form 2015
      • Validation Errors on Old Forms
      • Old Form: With ABN and without business income/ANZSIC
Solution home User Guide General Settings

Client settings

Modified on: Wed, 22 Jul, 2020 at 9:16 AM

Select your client  via "Dropdown Arrow" from the left side or through  "Clients" from the right side.

Client "Settings" is located below Client's Name

To avoid future form error, make sure to complete your Client's information at -

Settings --->General 

Settings  --->Contact Details 

Settings ---> Tax

Then you can proceed to add a form.

Related article:

Define Client Relationship

Adding clients Archiving Clients / Delete Client

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