General Form Settings and Controls

Dashboard - Work status filter and sort (team, form, period, client group)
Dashboard is a general overview, that allow the user to monitor the completion and summary of the custom reports, forms, and any work  across your client-ba...
Tue, 31 Jan, 2023 at 11:14 AM
Form Workflow Sequence and E-signature
This article will guide you on how to get started with your form from "New" to "Lodged" status. Track and control work across your prac...
Wed, 6 Dec, 2023 at 8:35 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...
Thu, 9 Jun, 2022 at 10:49 AM
How to Create a Tax Form
LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions) Forms are automatically loaded as soon as they...
Tue, 20 Feb, 2024 at 11:08 AM
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...
Tue, 12 Sep, 2023 at 8:07 AM
Activate Financial Picture / Manage Section of the Tax Form
Activating financial image means selecting the elements of the form that is relevant. Images are activated according to your ATO prefill (ie PAYG, Interest,...
Thu, 27 Jul, 2023 at 9:14 AM
Bulk or Multiple "Sign and Lodge" of Tax Return
Once the form status is "Out to Sign", it can be sign per form or in bulk actions. Tick the form that you want to do a bulk action of "Si...
Tue, 28 Feb, 2023 at 10:33 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