Recent Q & A

FAQ: Multiple SBR Partners
Can I have multiple SBR partners including Lodgeit? Yes, you can have two or more Software-Based Reporting (SBR) partners. To do this, simply add and nomin...
Tue, 29 Sep, 2026 at 12:11 PM
Prior Year Tax Returns / Old Forms
Lodgeit only provides forms that are supported under the current SBR (Standard Business Reporting) framework. We do not support legacy or older forms becaus...
Tue, 29 Sep, 2026 at 12:11 PM
FAQ: Lodgment Confirmation and Processing Time in Lodgeit
Is there a lodgment confirmation from the ATO when lodging via Lodgeit? When a form’s status in Lodgeit shows "Lodged," it means the form has bee...
Tue, 29 Sep, 2026 at 12:11 PM
FAQ: No Accounting Software
Can I prepare financial reports without any accounting software? Yes, you can start preparing financial reports even if you do not currently use any accoun...
Tue, 29 Sep, 2026 at 12:11 PM
FAQ: How to Adjust Items in the Reconciliation Section in Lodgeit
If you need to adjust or delete items that appear in the reconciliation section of a tax return—such as removing a 'Superannuation payable' item or ...
Tue, 29 Sep, 2026 at 12:12 PM
Q&A: Carried Forward Losses
Question:I have imported data from XERO into a draft Company Tax Return but I need to fill in carried forward losses. BUT - I can't see to add Losses sc...
Thu, 15 May, 2025 at 10:24 AM
FAQ: How to Add a Client to the ATO Lodgement Program
Adding a client to the ATO lodgement program cannot be done within Lodgeit. Instead, you need to add the client directly through the ATO Tax Agent Portal. ...
Tue, 29 Sep, 2026 at 12:12 PM
FAQ: How to Delete Occupation Code and Manage Spouse Income Fields
Question: I am getting an error as the client didn't have any salary or wage income but there is an occupation code. How do I get rid of the occupation...
Wed, 8 Oct, 2025 at 3:55 PM
OSX/MacOS
Question: I run OSX does that preclude me from using Import ? Answer:You can use our Excel Template, learn more here - https://help.lodgeit.net.au/support/...
Sun, 26 May, 2024 at 9:59 AM
FAQ: Taxpayer appointment of tax agent
Question:  Should I be adding a client via the tax portal (or the new online services) before adding into Lodgeit? I'm not really clear on how the SBR ...
Tue, 29 Sep, 2026 at 12:12 PM