Logo

LodgeiT

Welcome
Login
Home Solutions
New support ticket
Check ticket status
  • What's New
    • What's New
      • March 2020
      • November 2019
      • June 2019
      • April 2019
      • December 2018
      • October 2018
      • September 2018
      • August 2018
      • April 2018
      • June 2018
  • General
    • Recent Q & A
      • MyGov as Auskey Replacement
      • SBR Partner
      • No accounting Software, how to start ITR (MyGov Reports)
      • How do I enter multiple trust distribution capital gain amounts in an individual ITR?
      • Capital section coming from a trust not a direct sale?
      • Adding Multiple Companies (Non Tax Agent)
      • How to adjust items in reconciliation section
      • How to adjust items in reconciliation section - from QB import
      • ATO Reports
      • Carried Forward Losses
      • 2016 SMSF Return
      • CU Form
      • Delete Occupation Code
      • Item 30 - PSI question missing for Trust Tax Return 2018
      • Lodgement/audit history for lodged returns
      • Lodgment confirmation
      • OSX Experience
      • PAYG instalment estimate
      • Prior Year Tax Returns / Old Forms
      • Removing -short refund of franking credits application individual return
      • Taxpayer appointment of tax agent
      • Team member access
      • Where to trigger small business income tax offset?
      • Validation error
      • No Accounting Software
      • MYOB Import
      • Billing Process and Lodgement
      • Prefill View
      • Import data from Reckon Hosted to LodgeiT
      • Carry Forward Losses
      • Income Stream Payment S2 (SMSFAR)
      • Trust - dividend imputed credit validation
      • Adjusted Taxable Income
      • How do you add in PAYG Tax Witholding to a BAS/Activity Statement?
      • Profit Allocation
      • International Address / Overseas Post code
      • Working paper -Ledger
      • Separate business schedule / multiple business activities
      • Pre 2014 Cars/Vehicle Depreciation Reduction
      • Upgrade Lodgement Subscription
      • Share of Franking Credits / How to input dividend imputation credits on a trust distribution
      • Trust Distribution to beneficiaries
    • Signup Process
      • LodgeiT Overview Process
      • Getting Started for Tax Agents
      • Getting Started for Bookkeeper
      • Getting Started for Business Owner
      • Knowledge base
      • Pricing
    • Account, ATO, and Security
      • Account
      • To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
      • Feedback
      • Software ID update
      • Connect LodgeiT to ATO
      • How to Secure an AUSkey
      • Can a Digital Signature (AUSkey) be Proof of Signing?
      • Buying Lodgements (Business Owner / Individual)
      • Package Subscription for Tax Agent
      • Turn on 2-step authentication via Authenticator app
      • Change of E-mail Address
      • Client Migration
      • 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
    • General Settings
      • Updates to Dashboard Navigation Controls
      • Client Export
      • Dashboard - (Form status , Filter and Sort)
      • Billing
      • CMN.ATO.TPAR.000002
      • 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)
      • Activate Financial Picture
      • Brand Setting and Logo
      • Organisation Log
      • 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
      • Cash vs Accrual Reporting in Tax Forms
      • Additional Email Address
      • How to change the language settings on your Google chrome browser
      • Changing Bank Details (Tax Agent)
      • Deleting Form
      • E-signature Template
      • Extract Client List from Handisoft
      • 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
      • Managing Client
      • How to Modify Due Date
      • Pattern for CSV Client Import
      • How to prevent other team members for viewing a form
      • Print the form
      • Selecting clients to work with
      • Settings - Contact Details
      • Settings - Form Access
      • Settings - General
      • Settings - LodgeiT User
      • Settings - People
      • Settings - Tax
      • Out To Sign: Manual Signature
      • Out To Sign: Using E-Signature
      • Suspend a Form
      • Synchronise Client Details from LodgeiT to QBO
      • Synchronise Clients with QBOA
      • Sync to QuickBooks Online & Invoice Client
      • Validating Errors
      • Medicare Levy Surcharge
    • Effective Accounting Techniques
      • Logic of Reconciliation Section
      • Getting Started with Mapping Accounts
      • Chart of Accounts Taxonomy
      • Adjusting Accrual Accounts to Cash Basis Taxable Values - Company
      • Understanding the Reconciliation Section - Company
      • Understanding the Reconciliation Section - Partnership Tax Return
      • Understanding the Reconciliation Section - Trust
      • Reporting Partnership, Interest & Dividend Income, Capital Gains and Rentals For Trust
      • Reporting Partnership, Interest & Dividend Income, Trusts and Rentals For Partnership
      • Reporting Partnership, Interest, Trust & Dividend Income for Company
      • General : Importing Financials
      • Losses
      • Matching Integrated Account Facts with Activity Statement Facts
      • Validating Work Expenses
      • How to account for Sole Trader Equity
    • LodgeiT Smart Excel Utility
      • LodgeiT Smart Excel Utility
      • Settings - Import
      • Generate LodgeiT Import Files from Excel
      • Generate LodgeiT Import Files from Any Accounting System
      • Client Code for LodgeiT Smart Excel Utility
      • Creating Accounts in Excel from Scratch for LodgeiT using Smart Excel Utility
      • Extract & Transform Handiledger Profit Loss
      • Unable to see "LodgeiT" tab in spreadsheet
      • Installation for Add-in issue : LodgeiT Smart Excel Utility
      • LSU Issue: The System Cannot find the File Specified
      • Instructions for using Livestock Calculator
      • Using LodgeiT Smart Excel Utility to Create Financial Reports for a Sole Trader
    • Importing Financial Statements
      • Import Files from Excel
      • Accrip Excel Template
      • Extract & Transform QuickBooks Online Balance Sheet Report
      • Extract & Transform QuickBooks Online Profit and Loss Report
      • Importing Financial Statements from Quickbooks (QBO)
      • Removing Imported Financials
    • Extracting Reports from Software Without API's
      • QuickBooks/Reckon Accounts Desktop
      • Transform Report and MYOB Essentials using LodgeiT Smart Excel Utility
      • Extracting Client List from Elite
      • MYOB Desktop Legacy (v13 to 19)
      • Extract & Transform HandiLedger Balance Sheet Report
      • Extract & Transform Mas Sol6 Balance Sheet Report
      • Extract & Transform Mas Sol6 Profit and Loss Report
      • Extract & Transform MYOB Accounting Legacy Balance Sheet Report
      • Extract & Transform MYOB Accounting Legacy Profit and Loss Report
      • Extract & Transform MYOB Essentials Balance Sheet Report
      • Extract & Transform MYOB Essentials Profit and Loss Report
      • Extract & Transform MYOB Tax & Contacts Balance Sheet Report
      • Extract & Transform MYOB Tax & Contacts Profit and Loss Report
      • Extract & Transform QuickBooks Balance Sheet Report
      • Extract & Transform QuickBooks Profit and Loss Sheet Report
      • Extract & Transform Tally Balance Sheet Report
      • Extract & Transform Tally Profit and Loss Report
      • Extract & Transform XERO Balance Sheet Report
      • Extract & Transform XERO Profit and Loss Report
    • Special Purpose Financial Reports
      • Managing Special Purpose Financial Statement (SPFR) Templates
      • Editing Financial Statements (Custom Reports/Special Purpose Reports)
      • Preparing Accounts for LodgeiT
      • Adjusting Your Branding Settings and Adding Your Logo (Emails and SPFR)
      • Special Purpose Financial Reports E Signing
      • 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
      • Video of the Company SPFR Generation Process
      • Financial Reports (comparative excel sheet example)
      • Working with Trusts
      • Demonstrating Producing Company SPFR via QBO
      • Handling Dividend Reporting
      • Minutes of Trustee Resolution
      • Trust Beneficiary Loans in QuickBooks
    • Known Error Codes
      • CMN.ATO.GEN.430018
      • ABR Outage
      • CMN.ATO.AS.000161
      • CMN.ATO.CTR.428136
      • CMN.ATO.AUTH.007
      • 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.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.000254
      • 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
    • 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
    • Working Papers
      • Using Working Papers
      • Accountant check-in Workpapers
      • Delete workpapers
      • Edit Workpapers
      • Expected value in Workpapers
      • Import documents from files to workpapers
      • Remove documents from Workpapers
      • Reviewer mark as reviewed
      • Upload Documents to Workpapers
    • Depreciation Tools
      • Settings - Depreciation
      • Video : Basics of Depreciation including General Pool
      • Accounting Depreciation & Tax Depreciation (Company Tax Return)
      • Add a New Depreciation Group
      • Delete/Remove or Edit Asset and Asset Group
      • Depreciation - Low Value Pool (LVP) on Rental
      • Depreciation > Luxury Car Limit
      • Immediate write off
      • Depreciating Assets Groups & Classes
    • 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
      • 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
    • Activity Statement
      • Preparation of Activity Statement
      • Manage Activity Statement
      • Switch-Off Auto Produce Activity Statement
      • Pull new Activity Statement
      • Activity Statement preloaded from ATO
      • How to Amend an Activity Statement
      • Bulk Import of BAS/IAS
      • Collecting and Filling Activity Statements from the ATO Systems
      • Collecting Activity Statement (AS) - not showing in LodgeiT
      • Importing Activity Statements Lodged Indirectly
      • Importing Published Xero Activity Statements to LodgeiT
      • Access to Activity Statements Not Available
    • Individual Tax Return
      • Preparation of an Individual Tax Return (ITR)
      • How to Amend an Individual Tax Return
      • Activate "Individual Tax Return" Reporting Module
      • Adding Bank Details into an Individual Tax Form
      • Adding Dividends Manually
      • Business & PSI Income
      • Activate Capital Gains
      • Entering Capital Gain Tax Manually
      • Capital Gains in Individual Tax Return
      • Capital Gains - Multiple Trust Distributions
      • General Pool- Related to Business (Individual Tax Return)
      • Car Expense for Business
      • 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
      • 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
      • Where to Enter Fringe Benefit into Individual Tax Return
      • Individual Tax Return - Foreign Source Income
      • Individual Tax Return Losses - Applying PRIOR YEAR LOSS
      • Individual Tax Return with Partnership (with $20K loss assessable income)
      • Low Value Pool (Business Related) Individual Tax Return
      • Non-Australian Resident with Interest income
      • Partnership Losses
      • Part Year Tax Free Threshold
      • Personal Superannuation Deductions in Individual Tax Return
      • Private Health Codes
      • PSI - Item 14
      • To Record Partnership Deferred Losses
      • Rental Property Split
      • Rental Schedule from Quickbooks
      • How to Report Holiday Makers Wages in Individual Tax Return
      • How to Report Working Holiday Visa
      • How to Revert from Short Refund Return
      • How to show estimated PAYG Instalments on ITR (Individual Tax Return) Estimate
      • Sole Trader with 2 Businesses - One Profitable and One Deferred Losses
      • Trust Capital Gains in Individual Tax Return
      • How to Use Deferred Business Losses
      • How to use Deferred Business Losses (Carried forward Loss)
      • Income Averaging (ITR - Non Primary)
      • HELP Debt
      • Non Resident Foreign Income (NRFI) Schedule
      • ITR - Foreign Income
    • Company Tax Return
      • Preparation of Company Tax Return
      • How to Configure Settings for a Company
      • Activate "Company Tax Return" Reporting Module
      • Capital Gains in Company Tax Return
      • Company Tax Return - Losses
      • Company Losses (Carried Forward Loss)
      • Company Tax Return - Applying PRIOR YEAR LOSS
      • Company Tax Return - Foreign income tax offset
      • Company Tax Rates for small business entities
      • Foreign Source Income
      • Reporting Trust Income
      • Company Tax Return - Depreciation (10A - Deduction for Certain Assets)
    • Partnership Tax Return
      • Preparation of Partnership Tax Return (PTR)
      • Activate "Partnership Tax Return" Reporting Module
      • Small Business Entity having Accounting vs Tax Depreciation
      • Small business Tax Offset
      • Spreadsheet Example - Partnership Comparatives
      • How to Use Tags in accounts with other expense categories in a partnership
      • How to Use Tags in accounts with other Income categories in a partnership
    • 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
      • Calculation Engine for Retirement
      • Capital Gains in Self Managed Superannuation Fund (SMSF) Tax Return
      • Exempt current pension income
      • How to get the credits back
      • 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
    • Trust Tax Return
      • Preparation of Trust Tax Return (TTR Form)
      • Video of the Trust Tax Form Filling Process
      • Spreadsheet Example - Trust Comparatives
      • Activate "Trust Tax Return" Reporting Module
      • Net Trust Income Must Equal Distributed Income
      • Notice to sent
      • Trust Tax Return (TRT) - Applying PRIOR YEAR LOSS
      • Trust Tax Return (TRT) loss distribution
      • How to Use Tags in accounts with other Income categories in a Trust
      • How to Use Tags in accounts with other expense categories in a trust
    • PAYG Payment Summary Tax Return
      • Preparation of PAYG Payment summary (PS)
      • How to Import Empdupe (PAYG Summary Form)
    • 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 CGNFT Form - Consolidated Groups Notification of Formation and Member Entrance/Exit)
      • Livestock - Understanding Average Cost Method
    • FBT Tax Return Form (Fringe Benefit Tax)
      • Preparation of FBT Return Form (Fringe Benefit Tax Return)
    • FTER ( Family Trust Election
      • Preparation of FTER Form ( Family Trust Election, Revocation or Variation )
    • Old Forms
      • Old Form : Trust Tax Return Form 2015
      • Validation Errors on Old Forms
      • Old Form: With ABN and without business income/ANZSIC
  • Tax Form
    • Company Tax Form
      • Reporting Capital Gains into a Company CTR Tax Return
      • Reporting Dividend Income received into a Company CTR Tax Return
      • Reporting Interest Income received into a Company CTR Tax Return
      • Reporting Trust Income received into a Company CTR Tax Return
      • Reporting Partnership Income received into a Company CTR Tax Return
Solution home General General Settings

Gear Wheel

Modified on: Fri, 20 Mar, 2020 at 11:52 AM

Gear Wheel is located at top right of your LodgeiT interface, this serves as the Setting of the LodgeiT user/firm.

Settings

How to Invite Team Members and Restrict Team Access

Billing

Branding

E-sign

Software ID

Organisational Log

Switch Organisation   (FOR TAX AGENT)

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.
Home Solutions