General Form Settings and Controls

Dashboard - Work status filter and sort (team, form, period, client group)
Dashboard Allows user to monitor completion and summary of custom reports, forms, and any work  across your client-base and track digital signing by your cl...
Fri, 23 Oct, 2020 at 9:24 AM
Form Workflow Sequence and E-signature
This article will guide you on how to get start with your form from draft to Lodged-  In this article: Form status: "DRAFT" Form status: : ...
Wed, 18 Nov, 2020 at 10:36 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, 2 Jun, 2020 at 11:10 AM
How to Create a Tax Form
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...
Sat, 14 Nov, 2020 at 1:43 PM
How to Amend a Tax Form
It is possible to amend either a Tax Form already lodged via LodgeiT or manually add  Tax Return lodged via some other software and then amend it. 1. IF Th...
Sat, 14 Nov, 2020 at 1:44 PM
Activate Financial Picture
Activating financial image means selecting the elements of the form that is relevant. Image are activated according to your ATO prefill (ie PAYG, Interest, ...
Mon, 16 Nov, 2020 at 9:16 AM
Part Year Spouse
If an income tax payer has a spouse for only part year, Go to the Spouse, click on Settings, click on Relationships, update "Start Date" and ...
Sat, 7 Mar, 2020 at 3:08 AM
Add Spouse
Choose your CLIENT in LodgeiT Make sure to first "Add" the Spouse in LodgeiT so you can proceed in making a Relationship. Go to "Settings...
Mon, 6 Apr, 2020 at 2:00 PM
Deactivate Spouse
Go to "Forms" and choose your working ITR Form and click the "Four little squares" Please check Married is deactivated in the ...
Sat, 7 Mar, 2020 at 3:06 AM
Audit Trail and Document History
Two ways to see the Trail of the form: 1. User can find the summary of "when and whoever" changed the form , by pointing the mouse/cursor to ...
Sat, 7 Mar, 2020 at 2:49 AM