Individual Tax Return

How to add employment termination payments
Make sure that PAYG is activated via financial image 2. Once activated, click "Income" > "PAYG". Then, scroll below and find th...
Wed, 20 Nov, 2024 at 3:21 PM
D11 - Deductible amount of UPP Foreign Pension or Annuity in Individual Tax Return (ITR)
First, make sure to activate "Foreign" via "manage sections" Create worksheet through item 20 - Foreign source income and foreign ...
Fri, 27 Sep, 2024 at 2:19 PM
Superannuation Income Stream
Select "Income" > "PAYG" via item 6 If ATO prefill not available, click here If the client an Australian superannuation income st...
Wed, 2 Oct, 2024 at 10:04 AM
Medicare Levy Surcharge
LodgeiT will  calculate Medicare Levy Surcharge (prefill+other info), make sure that you have activated "Medicare" via financial image.  It...
Tue, 15 Oct, 2024 at 2:51 PM
Auto fill contact details
Question: Contact details via "Settings>Contact details" is not auto fill via tax forms Answer: We have updated the ITR form prefill. Now, we ...
Wed, 6 Nov, 2024 at 12:42 PM
Notice of Assessment (NOA)
In this video you will learn: Track the status of the ATO assessment process.  Compare the ITR assessment with the estimate.  Automate delivery of the a...
Wed, 20 Nov, 2024 at 3:25 PM
Depreciation on Business Income in Individual Tax Return (ITR)
There are a few conditions for depreciation to be filled automatically on this page: LodgeiT doesn't support financial statements or depreciation...
Fri, 2 Aug, 2024 at 12:29 PM
Personal Concessional deductions (ITR > D12)
Wed, 9 Jun, 2021 at 12:57 PM
Unfranked Dividend with no TFN withholding for Non resident
Question:  I have an individual who is not a resident for tax. They have rental losses which carry forward however they also received an unfranked dividend ...
Fri, 25 Jun, 2021 at 8:21 AM
Country of Residence
Option to choose country of residence is only available in 2020 year. In previous years user can fill Other Attachments Schedule in Individual section of th...
Fri, 25 Jun, 2021 at 8:50 AM