In this example, we will be doing ITR2018 for an Individual Margaux Doe.
In LodgeiT, you can see the Form process- from "Draft" to "Lodged" Form.
Note: "NEW" represents new form that had been added or form that LodgeiT pulled from ATO.
To know more about Dashboard (Form status , Filter and Sort) click here
1. Form: Draft
"Draft" is a form that currently working on.
Open your form and check if there's an error or any missing field by clicking "Validate".
If the Form is good, click "Complete".
2. Form: Completed
After clicking "Complete" you can see the status of ITR from "Draft" it is now "Completed".
Note: Status "Complete" will make the form lock
In order to go back from "Draft" status just click the Lock Icon.
3. Form: Out To Sign
There are two types of out to sign: (Click below to know more about)
A. Electronic. It's when user sends e-sign requests via lodgeit.
Once they completed signing the form, they will get an email confirming that they have been signed the form.
Signed copy automatically emailed to the client and loaded in Client's LodgeiT under "File".
Note: Client gets an email notification about signed form. Signed copy automatically emailed to the client and loaded in Client's LodgeiT under "File". Agent will also receive a notification to your email with an attached document and a link to LodgeiT. Additionally, you can add a common practice email to receive a copy of all e-sign notifications.
"Signed" status means, user sent the tax return via esignature, and "Awaiting" to client to sign the form.
B. Manual. Use the "Out to Sign" button if you want to manually send the form to your client instead of using Lodgeit e-sign feature, user post (Print > Download) or use other e-signature app.
"Sign Status" as Manual, means user sent the tax return manually (through post office/email).
Once the form sent for Signing or Sent manually, the form will be listed in "Out To Sign" tab on dashboard.
4. Form "Signed"
Form status "Signed", if the client has signed the form, this also indicates the requirement for accountant/firm to sign & Lodge.
You need to check status via Dashboard.
Note: Before the form can be lodge it must be signed by Tax Agent as well.
If user find difficulty or no option to Sign the form, it means that administrator restricted them.
Administrator of your LodgeiT should customize and tick the box "Sign Forms"
Once ready to Lodge, agent has 2 option in signing the form
a. Just tick the box located at the left side and proceed with signing on Tax Agent end through pressing "Sign" button.
b. Open the form, scroll to the bottom page, and press "Sign"
5. Form : "To Lodge" and "Lodged"
Once the agent have pressed "Sign", form status will now be under "To Lodge".
Tick the box located at the left side, then press "Lodge"
6. Form: "Lodged" status
Form is now in "Lodged" Status.
You can also Lodge and Sign by batch through ticking at the left side box and press "lodge" or "Sign".
Click here to see Audit Trail of the form.
How to track the form?
User must check Dashboard via "Form" to see when a client signs. Status shows "To Sign" if the client has signed the form.
We will provide an email reminder in due course.
Once, client signed the form, it will now under "Signed" status. User can hover cursor on e-sign status to see who signed the document.
Note: Tax Agent Declaration signature is not actually required, click here to know more about.
Frequently asked question:
How to go back to previous form status? (i.e Completed Form to be Draft again)
How to re-do a form that has been sent as "Out To Sign"?
Answer: Click the padlock on the top right of the form
After clicking the padlock button, form is ready again for editing.