General Form Settings and Controls
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
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...
Wed, 20 Sep, 2023 at 7:34 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...
Thu, 9 Jun, 2022 at 10:49 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...
Mon, 15 Mar, 2021 at 8:09 AM
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
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
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
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