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. TABLE OF CONTENTS FORM STATUS: NEW F...

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

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...

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. Image 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, Go to the Spouse, click on Settings, click on Relationships, update "Start Date" and ...

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 "Four little squares" Please check Married is deactivated in the ...