Before adding any form, navigate to client "Settings"


 
Settings --->General Settings ---> Contact Details Settings ---> Tax

Then you can proceed adding a form.

Select Form that you need


Select "Year".

"Lodgement Date" can be change as required.

Then, fill the Form with the specified information.

After filling the form, 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 helpguides on:

Form Workflow Sequence and E-signature

How to Modify Due Date

Lodgement Receipt