General

Updates to Dashboard Navigation Controls
Fri, 3 Apr, 2020 at 9:03 PM
Client Export
Steps of how to Export Client details: 1. Top right of LodgeiT interface, click "Clients" 2.  Press 3 dots, choose from the option &...
Sat, 7 Mar, 2020 at 2:50 AM
Dashboard - (Form status , Filter and Sort)
Dashboard / Forms - is where you can find the summary of your forms and their status. Upper right of LodgeiT Interface, select "Forms" "N...
Mon, 20 Apr, 2020 at 12:25 PM
Billing
Select the option related to your organisation: Tax agent Bookkeeper Business Owner
Tue, 21 Apr, 2020 at 8:13 AM
CMN.ATO.TPAR.000002
Error: CMN.ATO.TPAR.000002 Solution: To make the form Valid, just add NIL/Zero "0" under "Payee"
Tue, 21 Apr, 2020 at 9:40 AM
Form Workflow Sequence and E-signature
In this example, we will be doing ITR2018 for an Individual Margaux Doe. In LodgeiT, you can see the Form process- from "Draft" to "Lodged&q...
Thu, 12 Mar, 2020 at 10:46 AM
Using LodgeiT to Lodge for Multiple Entities / Switch Organisation (FOR TAX AGENT)
If you want to use LodgeiT to lodge for multiple entities (ie Tax Agent with different Firm or Business) then use the option "Switch Organisation"...
Thu, 21 May, 2020 at 1:20 PM
Business Owner to Lodge for Multiple entities
Make sure to follow the Sign-up process NOTE - The Company, Trust or Partnership that you use as to sign-up with becomes your MASTER entity and will al...
Sat, 7 Mar, 2020 at 2:49 AM
How to see Lodged Form / Lodgement Receipt
1. Start to your dashboard by clicking "Forms" 2.  Click "Lodged" and open the tax form 3. Lodgement receipt is provided at the to...
Tue, 19 May, 2020 at 9:23 AM
Creating a Tax Return (form types)
Simply select Forms. Then select the type of form you wish to create. ITR - Working with the Individual Tax Return (for tax agent use only) AS- How t...
Mon, 20 Apr, 2020 at 12:41 PM