Before adding any form, navigate to client "Settings"

Settings --->General 

Settings ---> Contact Details 

Settings ---> Tax

Then you can proceed adding a form.

Select Forms

Click the form that you need.


Select Year.

"Lodgement Date" is automatic date from ATO, but you can also manage to change it if necessary.

Click "Skip this Step" or "Continue"

Activate the relevant sections that you need to work on -

Once you've worked in the form, you may need to turn-on certain reporting sections. You can do so via -


Click: to learn about how to import Excel Template or 'QuickBooks Online' direct import


Note: "Gross amount" includes GST when imported from an accounting software. (see below sample)

Checkout some of our Help guide:

OLD TPAR Preparation

Form Workflow Sequence and E-signature

How to Modify Due Date

Lodgement Receipt