The video provides the following guide about the basic of Trust Tax Return and in connection with the Financial Statement Import discussed from this video Preparation of Trust SPFR




See attached sample of comparative excel sheet.


The video provides the following guide about 

Checkout some of our Help guide: 

How to Use Tags in accounts with other Income categories in a Trust

How to Use Tags in accounts with other expense categories in a trust

Depreciation Articles

Form Workflow Sequence and E-signature

How to see Lodged form/Lodgement receipt

How to Modify Due Date

LodgeiT Classification System

The Basics

To work with a trust tax return, first ensure that all the necessary information about the company 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.

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"

(* If you want to Import Financials, visit this link)

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 -

Check Form status via "Dashboard" . Click here to learn more about Form Sequence

Note: LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions)