This is how to validate Draft Tax Return and correct validation issue in LodgeiT in preparation for the Lodgement.
Go to "Forms" and select your working SMSFAR.
At the bottom part of the page, click "Validate"
After clicking "Validate", it will show you all the issues or error of the Draft Tax Return located at the upper part of the screen.
Just select each appropriate section to clear or correct the fields.
Just select every error to clear or correct the fields.
In this example, it has 9 issues.
Above error can fix via "Members" Tab.
Once you've click "Members" tab, you can see this page.
Click the Highlighted Members.
First, click "Member A", scroll down to see the highlighted field that cause the error. In this example you have to populate the correct values.
View of filled boxes for Member A. This fund has no any Transition to Retirement Account so it is also Zero "0" (TRIS Count).
Click "Save"
Proceed to the next member.
"Member B", scroll down to see the highlighted field that cause the error. In this example you have to populate the correct values.
View of filled boxes for Member B.
Click "Save"
After filling the boxes you can now click "Validate".
After clicking "Validate", some error has been cleared in this section, but still have 3 errors remaining that needs to be resolve.
With the above error, you can resolve this via "Contacts" Tab.
Fill the required fields.
Then click "Validate".
Error's has been resolved.
Note: If you found this kind of error (related to ATO access manager), it means that you haven't nominated LodgeiT as your Lodgement software provider. Visit "Getting Started" and "Connecting LodgeiT to ATO" as guide on how to do this.
Related Article:
Form Workflow Sequence and E-signature Using the SMSF / SMSFAR Superannuation Form