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...
Fri, 22 Mar, 2024 at 10:24 PM
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 p...
Mon, 2 Sep, 2024 at 12:48 PM
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, 10 Dec, 2024 at 3:14 PM
Activate Financial Picture / Manage Section of the Tax Form
Activating financial image means selecting the elements of the form that are relevant. Images are activated according to your ATO prefill (ie PAYG, Interest...
Thu, 30 Jan, 2025 at 8:33 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
Lodgment progress status
Once the form lodged and received by the ATO, LodgeiT automatically starts checking its lodgment progress status on the ATO on a daily basis.  You can chec...
Thu, 20 Mar, 2025 at 8:43 AM
Form Status (lodgement issue)
LodgeiT checks the lodgment progress every day after the return was lodged. So, if the status is "Processing" and either NOT "Error" nor...
Thu, 20 Mar, 2025 at 8:44 AM
Part Year Spouse
If an income tax payer has a spouse for only part year, Select "Relationship"  "Add" the "Spouse" via the "Related Cl...
Wed, 1 May, 2024 at 10:16 AM