Before adding any form, be sure all the client information is complete at -

Settings --->General 

Settings ---> Contact Details 

Settings ---> Tax

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 Setting, LodgeiT will populate information stored from there.

"Fill "Calculation Details" Tab.

Click "Validate" to check missing field or error, then select "Complete" if form is ready.

It will notify you if the form has error or form is Valid.

Checkout some of our Help guide on:

Form Workflow Sequence and E-signature

How to Modify Due Date

Lodgement receipt