General Form Settings and Controls
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
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: : ...
Mon, 18 Jan, 2021 at 8:36 AM
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
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
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...
Mon, 1 Mar, 2021 at 1:16 PM
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
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
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
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
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