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...
Tue, 12 Oct, 2021 at 11:25 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. TABLE OF CONTENTS FORM STATUS: NEW F...
Thu, 3 Nov, 2022 at 8:57 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
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, 15 Mar, 2021 at 8:09 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...
Mon, 7 Nov, 2022 at 8:07 AM
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, ...
Wed, 2 Mar, 2022 at 7:29 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 curr...
Mon, 19 Apr, 2021 at 8:32 AM