First of all, please see the standard period for different financial year forms:
  • FY 2020 - period for 2019-07-01 - 2020-06-30
  • FY 2021 - period for 2020-07-01 - 2021-06-30
  • FY 2022 - period for 2021-07-01 - 2022-06-30
  • FY 2023 - period for 2022-07-01 - 2023-06-30

**ie, 1 July 2022 to 31 December 2022 is inside the scope of FY2023, form should be 2023.


LodgeiT support autofill SAP and future-year tax returns from financials. The period can be changed on a tax return. 


If you want to import financials to the form, you can simply set either full FY period 01-Jul-2019 to 30-June-2020  (if you're lodging 2020 form), or can set one month period for both PL and BS e.g. 1 Jan 2020 to 31 Dec 2020 the form will be filled automatically.

Financial Report

LodgeiT support Financial Reports with a custom period. In order to achieve this a user has to import financials on a monthly basis. It should work smoothly for Xero, QuickBooks and MYOB for which we are using API to import financials.

In case of manual import, the user has to import either on monthly bases for each month in a year, or keep only the last month e.g. December 2023 in the Monthly LodgeiT template. Please see the attached.

See below sample of the downloaded financial report -