To start your journey, you'll want to sign-up to LodgeiT and get started with configuring the system to suit your firm - https://go.lodgeit.net.au/ (Save this URL as a favourite for easy access)
Click here to use QBO Credentials to Sign-in to LodgeiT.
To use LodgeiT effectively, we suggest you follow our 'Getting Started' Steps as described below. Please read to the bottom of this article. A few minutes spent here will provide you with the basis of using LodgeiT.
Or watch this 10minute Video
First step is to connect LodgeiT to SBR - Click here for detailed instructions.
After connecting, please revisit Getting Started via the question mark at the top right of the LodgeiT interface.
Now you will notice that your SBR software service is connected.
Next, please complete your organisation details. These are the details for the organisation that holds the AUSkey. This is an important step. Failure to complete organisation details will result in form errors.
General Settings. (Practice type is used to select tax agent, BAS agent or Business. Tax & BAS agents MUST enter their agent number)
General Contact Details. In this case we are filling the details for a company and so the signatory must be noted.
General People. Use this section to store contact details of bank managers and other relevant business contacts.
General Tax. Use this section to store the bank account (for ATO refunds) and company type details. For tax agents, adding your bank details here will allow you to default your bank details onto client forms.
General Depreciation. If you plan on using the LodgeiT Depreciation Module be sure to select the correct first date. i.e. if you are completing a return for 30 June 2017, Depreciation Date MUST be 1 July 2016. You can also select here, if you wish to apply SBE depreciation rules and use the General Pool.
Now your Organisation Details should be completed and the Getting Started workflow should shows as follows -
Now navigate back to Getting Started in order to work on Add related entities.
If you are a business completing a company, trust or partnership tax return, you should also add related entities i.e. directors, beneficiaries & partners.
To add a client, you can either hit the + or select Clients.
If you select Clients, you will be presented with the client management module where you can add or archive clients. (Deleting clients is not allowed in LodgeiT)
If you use + or Add, you will be presented with a simple signup panel. If your client already exists in QBO or Xero, you can simply import their details. If not, add the necessary information.
Select Sync client details with accounting system if you are using QBOA and want to have the client details in your own QBO customer details module in order to bill the client later.
Once you've added the client, we suggest that you immediately navigate to Settings > General, Settings > Contact Details and all other Settings tabs in relation to the client and complete the relevant details to avoid form errors.
To navigate, use the Navigator on the top left of the screen. We suggest use predictive text i.e. simply type the name you are searching for.
Once you've added some clients from a family group i.e. husband & wife, you can move on to define client relationships. This is an important step if you wish for LodgeiT to auto-fill information from husband to wife or from trust to individual as an example.
In this example, we will create a relationship in a company.
Adding a director.
Now that the relationship/s is/are established, you can import financials. (Note - you will need to add all relevant clients before you can define relationships.). You will want to import financials in order to auto-produce company, trust, partnership & Individual tax returns, special purpose financial reports and working papers.
Import dynamically from QBO, Xero & MYOB Account Right Live. Watch a QBO Import video demonstration here.
For all other source software or to import from accounts crafted in Excel, be sure to learn about AccRip here.
After establishing connection with your source accounting system, select the financial year that you want to import. If you are importing dynamically, the comparative year will import too.
You can easily make changes in the source accounting system and then re-import/refresh.
Be sure to check the mapping of the imported financials via Accounts. Note two places to select accounts. One on the menu and one on the accounts screen.
Mappings must be as low as possible in the LodgeiT Chart of Accounts. i.e. Current Assets --> Cash & Cash Equivalents ---> Bank Accounts. Make sure there are no red triangles by fixing any mappings that are not to the bottom level and by checking all other mappings.
Now you can create a tax return.
Simply select Forms.
Then select the type of form you wish to create.
For instructions on working with any specific tax form or other LodgeiT tool such as SPFR, Working Papers and calculators. Please review our major help topics here.