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


First,  make sure that "Manage Tax Returns" and "Manage Activity Statement" activated in order to automatically load forms as soon as they produced. 
 

Then, forms will be visible in "New" tab via Form Dashboard


LodgeiT makes your lodging tax return simple with just 6 steps to get started:
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!

Types of Forms:

ITR - Preparation of an Individual Tax Return (ITR)

CTR- Preparation of Company Tax Return

TTR - Preparation of Trust Tax Return

PTR - Preparation of Partnership Tax Return (PTR)

TFND - Preparation of TFND Form (Tax File Declaration)

FBT - Preparation of FBT Return Form (Fringe Benefit Tax Return)

PS - Preparation of PAYG Payment summary

FTER - Preparation of FTER Form ( Family Trust Election, Revocation or Variation )

IEE - Preparation of IEE Form ( Interposed entity election and or revocation )

TPAR - Preparation of TPAR Form

CGNFT - Preparation of CGNFT Form (Consolidated Groups Notification of Formation and Member Entrance/Exit)

RNN - Preparation of RNN Form ( Return/Further Not Necessary )


AS - How to Complete an Activity Statement

BAS - If you activate the automated activity statement collection feature, then your activity statements should be collected and prefilled by the ATO in an automated fashion on each activity statement reporting cycle.  If you have a new client that has outstanding Activity Statements (AS) which is not showing in LodgeIT, just add a new AS form and the software will search for unlodged files. If there are none, it will synchronise the lodged files to the client in the background. 
Note: LodgeiT is pulling outstanding obligations ONCE in 5-7 days. User be able to see all outstanding activity statements in time.


NEW Forms

LodgeiT by default starts pulling tax returns of new Financial Year only once this Financial Year started, for example until the 1 July 2026 forms of FY 2026 will not be created automatically, it starting to create approximately 3 days after the new Financial Year stared.

For Activity Statements - they are creating in a timely manner according to ATO lodgment dates, i.e. every month, quarter. They are not creating in advance.


Related Articles:

Form not showing on the 'Add' options

Manually "Add Form"

How to Export List of Tax Forms

Form Workflow Sequence and E-signature

Dashboard - Work status filter and sort (team, form, period, client group)