Attach documents to e-sign, client owner as signatory, SMSF prefill and more

We’ve added new features to make tax and reporting smoother, smarter, and more secure. 


Here's whats new:

Attach documents to e-sign

You can now attach supporting documents like invoices or cover letters to any e-signature request in a tax return, activity statements, and  financial report. Everything is merged into a single PDF for signing, making the process smoother for your clients. Please note that it is not possible to add signatures to supporting documents. They are included for reference only.
 


Client owner as signatory

For firms with multiple partners, you can now set the client owner as the default signatory in practice settings. This lets you show the right name and signature in reports. Learn more.


Agent signature on tax return

You can now add your agent’s handwritten signature to a tax return. Simply enable this option when sending for e-signature or when printing the tax return.

Related Guide: Default signatory 

Import SMSFAR

You can prefill SMSF tax returns with data from financials. Plus, a new Reconciliation section helps ensure accuracy and reduces manual entry.


Client sync address mapping

You can now configure how addresses are mapped when syncing clients with QuickBooks Accountant. You can configure it in client sync settings.


Stronger security 

To meet ATO security requirements, LodgeiT now logs users out automatically after 30 minutes of inactivity. This is a mandatory control designed to prevent unauthorised access to sensitive data.

If you log in with Intuit or Xero, we recommend setting a LodgeiT password in your account settings so you can continue your session without being redirected.


Prefill PAYGW for activity statements (beta)

We are migrating to the newest ATO activity statements API, which enables prefilling for PAYGW fields. This feature is currently in beta, and we’re inviting users to take part in testing. If you’d like to join, please contact us at support@lodgeit.net.au.


Other updates

  • Added more placeholders for client details in financial reports and legal documents.
  • You can now enter decimals in the Business use % field in the car expense worksheet for ITR 2025 onwards.
  • Tax return export now includes additional ITR-specific fields: number of days not liable for MLS, occupation details, spouse name, and number of rentals. We’d love your feedback on which other fields you’d like to see included in the export.