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LodgeiT

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  • What's New
    • What's New
      • LodgeiT Christmas 2021 update
      • September 2021 Updates and Future developments
      • LodgeiT 2021 State of the Union
      • June 2021
      • March 2021: Xero re-integration
      • December 2020
      • June 2020
      • June 2019
      • June 2020 - Tax Form Changes
      • May 2020
      • March 2020
      • Get your free annual LodgeiT subscription from QuickBooks
      • November 2019
      • April 2019
      • December 2018
      • October 2018
      • September 2018
      • August 2018
      • April 2018
      • June 2018
  • 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: Profit distributions showing as expenses
      • 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
      • Q&A: Share of Franking Credits / How to input dividend imputation credits on a trust distribution
      • Q&A: Income Averaging for Primary Production
      • Q&A: Company not showing trust franking credit from distribution
      • Q&A: Jobkeeper
      • 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
      • Net PL NOT showing as taxable income
      • Status of SMSF (tax on taxable income)
      • "Owned, or had interest in, assets located outside Australia with total value of AUD $50,000 or more"
      • Superannuation Income Stream
      • Employee share schemes / Transferred total supplement income or loss
      • Retained earnings to distribute to beneficiaries
      • Round off (nearest integer)
      • Lodge tax return without ABN
      • TFN is a must to lodge CTR
      • Medicare Calculation (Visa 417 and 482)
      • Not for Profit Form
      • Non Current Assets as Plant & Equipment
      • Multiple Rental Property
      • ETP and Lumpsum
      • How to Lodge Final Tax Return
      • TFN issue
      • Super Payable Deduction
      • Medicare Levy not available
      • HECS
      • How to add extra branch code for the same company?
      • Sole trader business schedule - Personal Service Deduction
      • End of Year process
      • Repayment Income
      • Rentals 50% owned
      • Compare to Prior Year Figures
      • How to import excel for Primary Business
      • SPFR - "Statement of Financial Position" Net Assets and Total Equity Issue
      • Motor Vehicle "Expense" Calculation Method
      • No First Name / Given Name
      • How to make team member as "CC" to esign request?
    • Sign-up Process
      • Learn LodgeiT via GotoWebinar
      • LodgeiT Overview Process
      • Getting Started for Tax Agents
      • Getting Started for Bookkeepers
      • Getting Started for Business Owners
      • Tax Agent Demo 2021
    • 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
      • How to Invite Team Members and Restrict Team Access
      • Switch Accounting Software
      • 2FA 30days
      • 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
      • Turn-off browser's auto complete function
    • QBOA User
      • QBO user - Sign in to LodgeiT
      • Migrate and Sync Clients from Quickbooks and from Other Accounting System in a Single Account in LodgeiT
      • "Sorry, there was a problem!"
      • How to Connect Accounting System to LodgeiT (QBO)
      • Sync client details with accounting system
      • QBO Clients duplicate after import (how to re-sync)
      • Use QBO credentials to register in LodgeiT
      • Contact Details Mapping (LodgeiT > QBO)
      • Client Sync (QBO from/to LodgeiT)
      • LodgeiT to QBOA > Sync > Individual with and without Business Name
      • Team Member Cannot link QBO client
    • E-signature and Manual signing controls
      • Signing Documents Electronically Under Corporations Act 2001
      • E-signature Template
      • Out To Sign: Manual Signature
      • Out To Sign: Using E-Signature
      • E-Sign Notifications
      • E-sign status card
      • E-sign Reminder
      • How to change e-sign signatory?
      • E-Signature for SPFR
      • How to get signed copy of the client tax return with e-signature?
    • General Form Settings and Controls
      • Dashboard - Work status filter and sort (team, form, period, client group)
      • Form Workflow Sequence and E-signature
      • How to see Lodged Form / Lodgement Receipt
      • How to Create a Tax Form
      • How to Amend a Tax Form
      • Activate Financial Picture
      • Part Year Spouse
      • Add Spouse
      • Deactivate Spouse
      • Audit Trail and Document History
      • How to Delete a Form
      • How to reverse form to "Draft" status again?
      • How to Modify Due Date on Form
      • How to prevent other team members for viewing a form
      • How to Print/Download the Form
      • How to Suspend a Form
      • Validating Errors
      • Medicare Levy Surcharge
      • How to "mark form as lodged"
      • How to see the Prefill button
      • Substituted Accounting Period (SAP)
      • How to tag "Relationship" (not a client)
      • Outcome of Assessment (OoA)
      • ATO Status
      • International Mobile Number
      • How to Export List of Tax Forms
    • General Settings
      • Intermediary VS. Business
      • Gear Wheel
      • Client Defaults
      • Use tax agent as contact on all tax forms (Client Defaults)
      • Human Icon
      • Business Owner to Lodge for Multiple entities
      • Switch Organisation - Lodge for Multiple Entities (Franchisee)
      • Client Export (CSV or Excel)
      • Client Details Card
      • Client settings
      • Complete your Organisation Details
      • Add related entities / Adding Client
      • Define Client Relationship
      • Archive or Delete Client
      • Address Option - Tax Agent or Client
      • Additional Email Address
      • Fast Navigation - Forms (Keyboard)
      • Invite LodgeiT Team (for Error / Issues)
      • Lodgement List & Dates
      • Client List and Client Groups
      • Managing Client
      • Settings - Contact Details
      • How search a client?
      • Settings - Manage Access
      • Settings - General
      • Profile - LodgeiT User/Firm
      • Settings - People
      • Settings - Tax
      • Fixing Date Display Issue in Google Chrome
      • How to change the language settings on your Google chrome browser
      • Pre-lodge in Background
      • Rollover
      • How to see Lodged forms
      • Knowledge base
      • Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)
      • Form Types
      • Settings (User/Firm)
      • Authentication Method for E-signature (Client Defaults)
    • Tax Systems Conversion Guide
      • Client Migration Process
      • Direct Client Import / Migration
      • Pattern for Client Import (optional)
      • Extract and Import Client list from Xero
      • Extract and Import Client list from Handisoft/Handitax
      • Extract and Import Client list from Software Assistant-Thomson Reuters
      • Extract and Import Client list from Reckon Elite
      • Extract and Import Client list from MYOB AO
      • Extract and Import Client list from MYOB AE (Accountants Enterprise)
      • Client groups bulk import (existing client)
  • Practice Settings
    • ATO Online Services
      • Connect LodgeiT to ATO
      • How to Secure MyGov ID
      • Can a MyGov ID be Proof of Signing?
      • How to Refresh "Lodged-Error" Form (ATO status) / CMN.ATO.AUTH.001
    • Tax Agent
      • Practice Type for Tax Agent
      • Entity Type / Practice Type as Company (Tax agent)
      • Changing Bank Details (Tax Agent)
      • Taxpayer appointment of tax agent
      • Lodgement Declaration Requirement
      • Switch Tax Agent
      • TFN Security
    • Branding
      • Brand Setting and Logo
    • Email Settings
      • About Email Settings
      • Troubleshooting Sending Client Emails
  • Billing and Payments
    • General LodgeiT Pricing
      • Billing page
      • Pricing
      • Buying Lodgements (Business Owner / Individual)
      • How to see LodgeiT payment and invoice
      • How to renew a LodgeiT subscription plan (Tax Agent)
      • How to change a LodgeiT subscription plan (Tax Agent)
      • How to cancel LodgeiT subscription plan (Tax Agent)
      • Package Subscription (BAS/Bookkeeper)
      • Package Subscription for Tax Agent
    • Pricing for Franchisees
      • About Franchisee Licences
      • Buying and Assigning Licences
    • Pricing for BGL
      • Buying lodgement for SMSF
    • QBO credits
      • How to redeem LodgeiT through the Intuit ProAdvisor Program
  • Tax Forms
    • Tax Form Checklist
      • Pre June Checklist for Individual Tax Return (ITR)
      • Pre June Checklist for Company, Partnership, and Trust Tax Return
      • Year End Checklist for Individual Tax Return (ITR)
      • Year End Checklist for Partnership Tax Return (PTR)
      • Year End Checklist for Company Tax Return (CTR)
      • Year End Checklist for Trust Tax Return (TTR)
    • 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)
      • 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)
      • Depreciation Summary for Individual Tax Return Form (ITR)
      • Capital Allowance Recoupment
      • Description of Main Business for Individual Tax Return (ITR)
      • Car Expense for Business - Individual Tax Return (ITR)
      • Validating Work Expenses for Individual Tax Return (ITR)
      • Spreadsheet Example - Sole Trade Comparatives
      • Where to Enter Fringe Benefit into Individual Tax Return (ITR)
      • Foreign Source Income - Individual Tax Return (ITR)
      • Personal Superannuation Deductions in Individual Tax Return (ITR
      • Applying PRIOR YEAR LOSS - Individual Tax Return (ITR)
      • Individual Tax Return (ITR) with Partnership (with $20K loss assessable income)
      • 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)
      • Private Health Codes - Individual Tax Return (ITR)
      • Business & PSI Income - Individual Tax Return (ITR)
      • Completing the Business Section of Individual Tax Return (ITR)
      • PSI - Item 14 - Individual Tax Return (ITR)
      • Non Deductible expenses - PSI
      • 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 (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)
      • Government Super Co-Contribution
      • Small business tax offset for Individual Tax Return (ITR)
      • How to Access Livestock Calculator in the Individual Tax Return (ITR)
      • How to add employment termination payments
      • Income Averaging Primary Producer (Rebate)
      • D11 - Deductible amount of UPP Foreign Pension or Annuity
      • Superannuation Income Stream
      • Auto fill contact details in Individual Tax Form (ITR)
      • Notice of Assessment (NOA) in Individual Tax Return (ITR)
      • Depreciation on Business Income
      • Personal Concessional deductions (ITR > D12)
      • Unfranked Dividend with no TFN withholding for Non resident
      • Country of Residence
      • NRAS (Share of National Rental Affordability Scheme Tax Offset)
      • Low Income Tax offset- Individual Tax Return (ITR)
      • Child Care Payment
      • Incorrect tax Calculation (Special Professional Income)
      • Interest on loans for shared owner
      • Dividend difference (Taxable and Accounting Facts)
      • Adjusted Taxable Income (ATI) and Net Rental Property Loss calculation
      • How Lumpsum tax offset calculated?
      • Income Average for a Sports Person
      • CMN.ATO.IITR.000263 / CMN.ATO.IITR.302101
      • Low Family Income / Repayment Threshold for HECS
      • Where is Adjusted Taxable Income (ATI) is coming from?
      • How to find "deferred losses amount"/Deferred Losses related to Partnership
      • Why the prefill is going into PSI not to "other labour income"?
      • Student Loan Repayment (SFSS loan)
      • Deductions for Managed Fund
    • 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)
      • Understanding Reconciliation for Small Business Entity (SBE)
      • 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
      • Depreciation Summary for Company Tax Return Form (CTR)
      • 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)
      • 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)
      • How to Access Livestock Calculator in the Company Tax Return (CTR)
      • Total Debt (item J) in Company Tax Return (CTR)
      • Franking account balance or transaction listing
      • How to Allocate Trust distribution as Trust
    • 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)
      • How to Access Livestock Calculator in the Partnership Tax Return (PTR)
    • 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)
      • How to claim refund for a trust account?
      • Trust loss & TFN withheld credit
      • How to Access Livestock Calculator in the Trust Tax Return (TRT)
      • Rental Income NOT for Business
      • Q&A: Trust Distribution to beneficiaries
      • Net income of Trust to beneficiaries
      • Non-Primary Income Amount
      • Foreign income from Trust to Individual
      • Trust without an ABN
      • Trust Losses (Carried Forward Loss) in Trust Tax Return (TRT)
    • 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 anForms - 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)
      • Mclowd import error
      • Non-Concessional Contribution Income (SMSF)
      • T2 Tax Offset
      • Superannuation Pension Forecaster
  • 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
      • Access to Activity Statements Not Available
      • Cash Flow Boost - Activity Statement (AS)
      • How to "marked form as lodged" for BAS?
      • How to amend BAS details imported from QBO?
      • NIL BAS
    • 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)
      • How to Lodge NIL TPAR?
      • How to import TPAR from QBO?
    • 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)
    • IEE ( Interposed Entity Election and or Revocation )
      • Preparation of Interposed entity election and or revocation form (IEE
    • RNN Tax Return Form ( Return Further Returns Not Necessary)
      • Preparation of Return/Further Not Necessary (RNN)
    • TFND Tax Return Form ( Tax File Number Declaration)
      • Preparation of Tax File Declaration form (TFND)
  • Integrations
    • Integration (API) General Settings
      • Settings - Import
      • API General Settings- Importing Financials
      • Removing Imported Financials
      • Manage Connection: How to remove accounting software
      • How to refresh/re-import financials
    • QuickBooks Online (QBO)
      • QBO Integration Instructions
      • Importing BAS from QuickBooks Online
    • Xero
      • About Xero integration
      • Sign in with Xero
      • Sign up with Xero
      • Connect to Xero
      • Continue with existing Xero organisation
      • Importing financials - Xero
      • Manage connections (Xero)
      • FAQ (Xero)
    • MYOB AccountRight Live
      • Myob Accountright Live Integration
      • Error: Something went wrong while importing financials from MYOB AccountRight Live
      • Issue: Myob API Import - figures are incorrect
      • Financial import from Myob AccountRight - Issue with Retained Earnings
  • Importing Financials and Business Activity Statement (BAS)
    • General
      • What is a Financial "Import"?
      • General - Importing Financials
      • Financial Reports (comparative excel sheet example)
    • 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)
      • 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
    • Excel
      • Importing Financials from Excel
    • QBO
      • Import BAS Values from QBO
      • QBO BAS Output different to LodgeiT BAS Value
      • 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
    • Elite
      • Direct excel import of financials for Elite
    • Software Assistant
      • Importing financials from Software Assistant
    • MYOB Essentials / MYOB Business Lite
      • Transform Report and MYOB Essentials using LodgeiT Smart Excel Utility
      • Extract & Transform MYOB Essentials Balance Sheet Report (MYOB Business lite)
      • Extract & Transform MYOB Essentials Profit and Loss Report (MYOB Business lite)
    • MYOB Account Right - Desktop version
      • MYOB AccountRight (Desktop version)
    • MYOB Accounting Classic
      • MYOB Desktop Legacy (v13 to 19) - MYOB Accounting Classic
    • MYOB - Accounting Legacy (using LSU)
      • Extract & Transform MYOB Accounting Legacy Balance Sheet Report
      • Extract & Transform MYOB Accounting Legacy Profit and Loss Report
    • MYOB - Tax and Contacts (using LSU)
      • Extract & Transform MYOB Tax & Contacts Balance Sheet Report
      • Extract & Transform MYOB Tax & Contacts Profit and Loss Report
    • 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
  • General Accounting & Tax Knowledge
    • General Tax Knowledge
      • Accounting and Tax Facts for Dividends
      • Losses
      • Simpler Depreciation for Small Businesses
      • 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
      • Loss carry-back rules
      • Loss carry back tax offset calculation
      • Loss carry-back for companies
      • Loss carry-back offset (eligibility requirements)
      • Declining tax rates
      • Carry back rebate / CMN.ATO.CTR.W00009
      • Not eligible for tax offset
      • Chart of Account for Not for Profit Organisation (NFP)
      • Tax Offset not equal to Tax Liability
    • Effective Accounting Techniques
      • Preparing Accounts for LodgeiT
      • Understanding Accounting Reports
      • Cash vs. Accrual Accounting
      • How to Ensure Accounts are Accurate
      • Accounting Depreciation Different to Tax Depreciation for SBE Company
      • Handling Dividend Reporting
      • Trust Beneficiary Loans in QuickBooks
      • How to account for Sole Trader Equity
      • Accounting for Livestock Activity
      • Options for Partnership Equity Accounting
      • Options for Trust Beneficiary Loan Accounting
    • Basic Accounting Literacy
      • Basic Accounting Literacy
    • Special Purpose Financial Reports
      • The LodgeiT Approach to Preparing Special Purpose Financial Reports (SPFR)
      • Managing Special Purpose Financial Statement (SPFR) Templates
      • Branding Settings and 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
      • Working with Trusts
      • Preparing Special Purpose Financial Reports (SPFR) for Superannuation Fund (SMSF)
      • Preparing Special Purpose Financial Reports (SPFR) for Sole Trader
      • Preparing Special Purpose Financial Reports (SPFR) for a Partnership
      • Special Purpose Financial Statements (SPFR) Comparison Period
      • 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
      • How to distribute "Members Profit Distribution Summary" in Superannuation Fund (SMSF) SPFR
      • Video of the Trust SPFR Generation Process
      • Batch "Publishing" of Special Purpose Financial Report (SPFR)
      • Switching Line Items
      • Switching Account Sectors
      • Managing SPFR's Compilation Report
      • SPFR - "Published" Report
    • 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
      • Calculators
      • Hire Purchase Rate Finder
    • Share Register & Franking Account Tools
      • How to use the Share Register & Franking Account
      • Dividends Paid and Franking Account
      • Add Dividends paid by the company to the Shareholders
      • Working with the Share Register & Paying Dividends
      • Opening Balance - Franking Account
      • Understanding Franking Credits
      • How to reconcile Franking Account?
      • How to Delete Dividend Schedule to the Tax Form
    • Depreciation Tools
      • Settings - Depreciation
      • Initial Configurations for Setting up Depreciation Module
      • Video : Basics of Depreciation including General Pool
      • Depreciation FAQ's
      • Depreciation Rules (2019-21)
      • ATO Guide to Depreciation
      • How to deactivate depreciation?
      • Rolling back (edit/delete) Asset and Asset Group
      • How to reset depreciation start date
      • How to dispose an asset
      • How to move an Asset from “Motor Vehicle” to “General Pool”
      • How to move an Asset from “Motor Vehicle” to “Low Value Pool”
      • How to move an Asset from “Plant and Equipment” to “General Pool”
      • CTR Depreciation: Gain Loss for Company Tax Return
      • CTR Depreciation: Using Immediate Write Off in Company Tax Return
      • CTR Depreciation: Using SBE General Pool in Company Tax Return
      • CTR Depreciation: Small Business Entities (SBE) Tax Rates, Reconciliation and Simpler Depreciation for Company Tax Return
      • CTR Depreciation: Decline in Value (Depreciating Asset) in Company Tax Return
      • CTR Depreciation: 5 Year Preliminary Expense Amortization (Section 40-880) in Company Tax Return
      • ITR Depreciation: Rental
      • ITR Depreciation: Rental Property Low Value Pool (Deduction>D6)
      • ITR Depreciation: Work Related Motor Vehicle Logbook Method in Individual Tax Return
      • ITR Depreciation: Rental Property - Capital Allowance
      • ITR Depreciation: Rental Property - Capital Works Rental (Division 40 and Division 43)
      • ITR Depreciation: Capital Allowance Asset as Work Related Expense for Individual Tax Return
      • Depreciation for Individual Tax Return Form (ITR)
      • ITR Depreciation: Work Related Expense + Private use for Individual Tax Return
      • ITR Depreciation: Adding Work Related Motor Vehicle Report from other System to LodgeiT
      • Depreciation for Luxury Car Limit (applying "Car Cost Limit")
      • FAQ: Pre 2014 Cars/Vehicle Depreciation Reduction
      • Motor vehicle with cost higher than the car limit and applying GST
      • ITR Depreciation: General Pool- Related to Business in Individual Tax Return
      • ITR Depreciation: General Pool Depreciation in Individual Tax Return Business Schedule (Sole Trader)
      • ITR Depreciation: Low Value Pool (Business Related) in Individual Tax Return
      • ITR Depreciation: Low Value Pool Depreciation in Individual Tax Return Financial Investments
      • ITR Depreciation Expense > SBE > P10
      • TTR/PTR Depreciation: Using SBE General Pool and Immediate Write Off in Trust or Partnership Tax Return
      • Depreciation: Profit on Sale / Recoupement
      • Depreciation for Self-Education Expenses
      • CTR Depreciation: Small Business Pool (SBE) - Temporary Full Expensing
      • CTR Depreciation: Capital Allowances > Temporary Full Expensing
      • Deprecation - Financial Investment
      • Work From Home - Other Work Related Expenses
      • Temporary Full Expensing (Using LodgeiT Depreciation Tools)
      • Depreciation - Business and Private use
      • Moving an Asset - Plant & Equipment to General Pool
    • 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
      • Importing Income Tax Account Validator
    • 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.AUTH.008 - Not Authorized to Lodge
      • 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.TRT.432112
      • CMN.ATO.DDCTNS.000155
      • CMN.ATO.IITR.000237
      • 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."
      • CMN.ATO.CGTS.402157
      • Error: E- Total adjustable values at end income year cannot be negative
      • Error: The A - Income of the trust estate field is required
      • Error: The GrossPayment field is required
      • CMN.ATO.IITR.310018
      • CMN.ATO.IITR.310026
      • Error: CMN.ATO.CTR.430018
      • CMN.ATO.IDS.440558
      • CMN.ATO.IITR.00023 (action code required)
      • CMN.ATO.GEN.500134
      • CMN.ATO.GEN.430001
      • CMN.ATO.AS.EM063
      • CMN.ATO.IITR.730376
      • CMN.ATO.FTER.408053
      • Error: Invalid Characters
      • CMN.ATO.SMSFAR.437185
      • CMN.ATO.IITR.730263 (Working Holiday Maker with Business)
      • CMN.ATO.IITR.200026
      • CMN.ATO.TRT.432181
      • CMN.ATO.SMSFAR.437169
      • CMN.ATO.TRT.432632
      • CMN.ATO.DDCTNS.000209
      • CMN.ATO.IITR.730435
      • CMN.ATO.AS.EM065
      • Label Z
      • CMN.ATO.IITR.100031
      • CMN.ATO.AS.EM061
      • CMN.ATO.IITR.300040
      • CMN.ATO.IITR.310006
      • CMN.ATO.IITR.EM0042
      • CMN.ATO.INCDTLS.000255
      • CMN.ATO.IITR.100029
      • CMN.ATO.CTR.500231 / CMN.ATO.CTR.500161 / CMN.ATO.CTR.50022
      • Trust this device
      • Oops! Something went wrong under the hood
      • CMN.ATO.IITR.730456
      • CMN.ATO.INCDTLS.000116
      • CMN.ATO.AUTH.011
      • CMN.ATO.LDGPROG.EM60230
      • CMN.ATO.GEN.434088
      • Superannuation Lump Sum Payments (Individual Tax Return)
      • CMN.ATO.IITR.EM0043
      • CMN.ATO.CTR.500224 - Income Tax liability must be greater than O
      • CMN.ATO.IITR.730302
      • CMN.ATO.TRT.432723
      • CMN.ATO.IITR.730302
      • CMN.ATO.IITR.730150 (Working holiday Maker / WHM)
      • CMN.ATO.TRT.432796
      • CMN.ATO.IITR.730221
      • CMN.ATO.GEN.500126
      • CMN.ATO.IITR.310003
      • CMN.ATO.CTR.428313
      • Dangerous Request
      • Error Code 50137
    • 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

Gear Wheel

Modified on: Fri, 3 Sep, 2021 at 8:47 AM

Gear Wheel serves as the firm-level control, this is located at the top right of your LodgeiT interface.

Click below topic  to learn more about:

Profile

Settings  (Branding, esigns, Email, Client Sync, OoA, EFT, ATO Software ID)

Team  (Invite and Restrictions)

Billing

Client Sync (it will only show if you have an active QBO connection)

Branding

Organisational Log

Switch Organisation   (FOR TAX AGENT)

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