Ensure that all the necessary information about the company/client has been added to LodgeiT via "Settings", if you fail to do this, you will encounter a range of difficulties.
Then you can proceed adding a form.
Click the form that you need.
Select Year
Click "Create & Prefill"
"Lodgement Date" is automatic date from ATO, but you can also manage to change it if necessary.
Form can be either:
A. Fill it manually
B. Import feature
Select "Import" via 3 dots.
Related guides:
Import Excel Template
'QuickBooks Online' direct import
Note: "Gross amount" includes GST when imported from an accounting software. (see below sample)
Checkout some of our Help guide:
Form Workflow Sequence and E-signature