The video includes the following:


See attached spreadsheet example for Sole Trade Comparatives.


Related Article:

Using LodgeiT Smart Excel Utility to Create Financial Reports for a Sole Trader



Checkout some of our Help guide on:

Form Workflow Sequence and E-signature

How to Modify Due Date

Lodgement Receipt



The Basics

To work with a individual 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 to adding a form-

Select Forms


Now, to the right of the screen, Select "Add Form"

Click the form that you need.


Note: If Individual Tax Return (ITR) is not available from the option, check your Setting via Gear Leaver and make sure that "Practice Type" is "Tax Agent". Individual Tax Return (ITR) is for Tax Agent use only.


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 -

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)