This guide explains how to efficiently identify and review tax returns lodged on a particular day by using the export function in LodgeiT and filtering the exported data in Excel.
Access the Export Function in LodgeiT
- Navigate to Settings by clicking the gear/cog icon in the upper right corner.
- Select Export from the settings menu.
- Choose the type of data to export:
- Select Tax Forms or Work to include tax return lodgement details.
- Click the button to Export to Excel (or CSV format if preferred).
- Download the exported file to your computer.
Open the Exported File in Excel
- Open the downloaded Excel file containing your tax return data.
- Filter Records by Lodgement Date
Note:
Ensure you have "Owner" or "Admin" access in LodgeiT, as only these roles can export data.
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