Before adding any form, navigate to client "Settings" and fill important details for the client. This can avoid form errors.
Then you can proceed adding a form.
Select "Year".
"Lodgement Date" can be change as required.
"Business Details" will be automatically populated with facts stored in Client "Settings"
"Whom to use as a person to contact" - in the case of the "Agent" select Agent.
Make sure that you've set up Agent's information via the upper right (Gear leaver > Settings), LodgeiT will populate details from there.
If you prefer "Client" as contact person.
Make sure that you've set up Client "Settings", LodgeiT will populate information stored from there.
Fill "Calculation Details" Tab.
Use LodgeiT Excel Workbook and upload your Excel file and let LodgeiT auto-fill your tax forms with accurate reportable values. Learn more
Click "Validate" to check if there is any field that needs to fill, then select "Complete" if form is ready.
It will notify you if the form has error or form is Valid.
To learn more about the Fringe Benefit Tax Return, click HERE
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