- 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.
TAX FORMS
LodgeiT support autofill SAP and future-year tax returns from financials. The period can be changed on a tax return.
For SAP period the only option is to fill monthly report and import it.
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.
Link to template https://lodgeit.s3-ap-southeast-2.amazonaws.com/help/templates/Financials_Import_Monthly.xlsx
*See attached sample excel
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 LodgeiT Excel Template, Xero, QuickBooks and MYOB for which we are using API to import financials.
See below sample of the downloaded financial report, Financial Subject will be based on the "Title"
