LodgeiT Update for Tax Agents - 2026 (Depreciation migration; Esign ; SMSF, Livestock, AMIT, FBT ; PAYGW, Workpaper, Print, Sort, Quick Add; Client Relay, AML, KYC)

Modified on: Thu, 2 Jul, 2026 at 11:46 AM

The new financial year is upon us!

Tax forms are ready and available for 2026, though my suggestion is to wait at least a couple of weeks so that you have access to prefill data for ITRs.

As most of you come to us via our partnership with QuickBooks, I've put together a video - QuickBooks Tax 2026 - an accounting firm update, covering:

Important updates
Highlights of some of the capabilities engineered by our awesome team of engineers
What's new including ClientRelay sporting engagement flows, questionnaires and KYC/AML functionality.
What's coming soon

Happy New Tax Year!

TABLE OF CONTENTS

Individual Tax Return
PAYGW Prefill for BAS
Amendment Workflows
Supporting Documents
Esignature Updates
SMSF Returns Enhancements
AMIT - Attribution Managed Investment Trust Tax Return (TRTAMI)
Livestock Schedule Updates
Workpaper Export Upgrade
FBT - Fringe Benefit Tax Return
Platform Updates - Security, Sync, and Support
Few more improvements
Depreciation import tool
About Client Relay - Practice management
Client Relay Pricing
Client Relay AML Compliance Tool Market
LodgeiT in 24 months

Individual Tax Return

More ATO Data Prefilled
Export Enhancements
Calculation fixes
Capital gains pre-fill

PAYGW Prefill for BAS

QB Tax noq automatically prefills PAYGW amounts on Activity Statements.
Less manuial entry, fewer error, faster lodgements

Amendment Workflows

No need to lodge an original return first, create a tax return as an amendment right from the beginning. Learn more

Supporting Documents

Attached directly to the tax return
Atatche receipts, invoices, or reference files directly to the tax return.
Documents are securely stored within QB Tax for your internal practice record.
Learn more

Esignature Updates

Attach supporting documents to eisgn request. Merged into a single PDF for the clients. Learn more
Add CC recipients. They receive notifications and can view the signed documents. Learn more
Set default signatory, right name appears automatically for multi-partner firms.
Agent handwritten signature, Add your agent handwritten signature to tax returrn. Learn more

SMSF Returns Enhancements

Prefill From Financials: Import SMSFAR to Prefill SMSF Tax Returns directly from financial data, eliminating double entry,
New Reconciliation Section: A dedicated section built to help you verify accuracy

AMIT - Attribution Managed Investment Trust Tax Return (TRTAMI)

Attribution Managed Investment Trust Tax Return (TRTAMI) for the 2024 to present Financial year can be now prepared and lodged directly.

Livestock Schedule Updates

Now Available directly in financial reports
Available exclusively in Financial Reports Pro. Learn more
Includes a dedicated, formatted page in the final financial report
Manual entry ensures full control over livestock movements, valuations, and closing balances

Workpaper Export Upgrade

Not just a file download, a structured, linked financial package. Learn more

FBT - Fringe Benefit Tax Return

ATO rates unchanged for the 2026 FBT year.
Submission open from 1 April 2026
Learn more

Platform Updates - Security, Sync, and Support

Auto-log out after 30minutes of inactivity (ATO security requirement-mandatory).

Tip: set a LodgeiT password if you log-in via Intuit or Xero

Client sync address mapping: now configurable, controls how client data flows between QuickBooks Tax (LodgeiT) and QBO Accountant.
AI Assistant: Available via Support Button for featureguidelines and ATO queries. Learn more

Few more improvements

Decimals now supported in Business use % field for car expenses (ITR 2025 onwards)
More client detail plachlders in financial reports and legal documents
Improved performance for returns with large number of worksheets
Faster printing
Sort clients and forms by client code

Depreciation import tool

Bulk upload, no manual re-entry. Learn more
Depreciation migration. Learn more
Quick add - asset import. Learn more

About Client Relay - Practice management

A client engagement platform suite built on top of LodgeiT. It handles the administrative layer of your practive, the work that happens between you and the client before and after the tax return.