Individual Tax Return

Preparation of an Individual Tax Return (ITR)
The video includes the following:  Basic preparation of an Individual Tax Return  Activating Financial Picture  Individual Tax Return  with “Foreign Inc...
Fri, 10 Apr, 2020 at 10:55 AM
How to Amend an Individual Tax Return
It is possible to amend either an Individual Tax Return already lodged via LodgeiT or manually add an Individual Tax Return lodged via some other software ...
Sat, 7 Mar, 2020 at 2:49 AM
Activate "Individual Tax Return" Reporting Module
Once you've worked in the form, you may need to turn-on certain reporting sections. You can do so via - Activate the relevant sections that y...
Sat, 7 Mar, 2020 at 2:49 AM
Adding Bank Details into an Individual Tax Form
To display the firm trust account details or to display the client bank details in the individual Tax Return. Go to "Settings" (Client Settin...
Sat, 7 Mar, 2020 at 3:04 AM
Adding Dividends Manually
Go to "Forms" and click the created ITR. In "Dividends" section, select the  "+" Enter your dividends that ...
Sat, 7 Mar, 2020 at 2:49 AM
Business & PSI Income
Start by enabling business reporting, via financial image - Navigate to Business Activate PSI & report Yes if & where necessary. ...
Sat, 7 Mar, 2020 at 2:49 AM
Activate Capital Gains
Select Capital Gains from the financial picture If you are in the form, then go back to the Section Activation Panel From in the form, se...
Sat, 7 Mar, 2020 at 2:49 AM
Entering Capital Gain Tax Manually
Make sure to Activate Capital Gain via Financial Image Entering CGT Manually for Net loss Use option A to fill the form manually i.e. single g...
Sat, 7 Mar, 2020 at 3:07 AM
Capital Gains in Individual Tax Return
Activate "Capital Gain" from Financial image You have an option - a. Fill the form manually (simply follow the ATO Form instructions) b. ...
Sat, 7 Mar, 2020 at 2:49 AM
Capital Gains - Multiple Trust Distributions
Select Capital Gains from the form summary If you are in the form, then go back to the Section Activation Panel From in the form, select ...
Sat, 7 Mar, 2020 at 2:49 AM