LodgeiT

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...

This article will guide you on how to get started with your form from "New" to "Lodged" status. Track and control work across your p...

1. Start to your dashboard by clicking "Forms" 2.  Click "Lodged" and open the tax form 3. Lodgement receipt is provided at the to...

LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions) Forms are automatically loaded as soon as they...

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...

Activating financial image means selecting the elements of the form that is relevant. Images are activated according to your ATO prefill (ie PAYG, Interest,...

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...

If an income tax payer has a spouse for only part year, Select "Relationship"  "Add" the "Spouse" via the "Related Cl...

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...

Go to "Forms" and choose your working ITR Form and click the "Manage Sections" (4 little squares). Untick the Spouse is deactivated in ...