LodgeiT user can modify text blocks, insert dynamic placeholders, rename and reorder statements. Everything will be automatically saved. Watch below video to learn more.

You can create your own SPFR templates, modify it and use across all your clients.

The LodgeiT SPFR Module is designed to streamline and automate the production of Special Purpose Financial Reports and Statements.

Unlike other reporting systems, the LodgeiT SPFR Module relies on a single import and classification exercise to populate working paperstax form, and special purpose financial statements

Preparation of Partnership SPFR

Preparation of Company SPFR

Preparation of Trust SPFR

Preparation of Sole Trader SPFR

The video includes the following:

  • Adding Financial statement
  • Editing financial statements 
  • Modifying custom template
  • Re-arranging the pages
  • Duplicate and remove the template

Check this guides:  

Sign a compilation report

Managing SPFR's Compilation Report

Note: User can manipulate SPFR's: (ie, drag and drop)

- Exclude Title page

- Exclude Table of Contents

- Exclude Page numbers

- Remove report that irrelevant (see below image)

If you need to edit any part of your SPFR, you may do so using PDF software, we are improving some part of SPFR, and will be available soonest.

You may customize your SPFR "Print Options" (to tick/untick the relevant items)

In preparation of Financial report for each client, you may start by finding your client, then select "Custom Report"


You can find the summary of all SPFR reports via "Reports".

Filter is available via clicking clicking the desired option- 

Note: If you manage an edit or change via  "Relationship"/relationship module AFTER generating SPFR, delete the SPFR and start afresh.

Related Guide:

Managing SPFR's Compilation Report

Practice Type for Tax Agent