General Form Settings and Controls
User can "Mark form as lodged manually" for the following reasons: Form Lodged Outside LodgeiT. The tax return or form was already lodged direct...
Wed, 6 Aug, 2025 at 8:06 AM
An example of an ATO prefill view - Note: There is NO prefill button for CTR and TRT, unlike for ITR which has that capability. We recommend all ...
Fri, 17 Nov, 2023 at 7:02 AM
First of all, please see the standard period for different financial year forms FY 2020 - period for 1 July 2019 to 30 June 2020 FY 2021 - period fo...
Tue, 5 Aug, 2025 at 7:33 AM
In this example, we will build a relationship, whereas "Spouse" is not an existing client and we don't want the spouse to remain as a "Cl...
Tue, 23 Mar, 2021 at 9:26 AM
Status of any form in the ATO systems is now available from within LodgeiT Forms Dashboard - Outcome of Assessment Outcome of Assessment OoA, Sta...
Tue, 23 Jan, 2024 at 12:01 PM
Error: "Lodged - OoA Error" Answer: LodgeiT searches for the NoA by few parameters such as lodgment date/sequence number. In some cases when t...
Tue, 18 Oct, 2022 at 8:16 AM
The user can always check how tax form processing by ATO. LodgeiT gathering this information directly from ATO.
Mon, 2 Aug, 2021 at 8:56 AM
Both Telephone number and Mobile number are not required, but recommended. Also currently Telephone number can be both Australian and foreign. But "Mob...
Mon, 2 Aug, 2021 at 10:53 AM
Note, only the team that has "Owner and Admin" access can export the tax form list. There are two ways on how to Export/Extract the list of clien...
Wed, 18 Jun, 2025 at 2:59 PM
Question: Why does the system brought in the postal address (tax agent`d address) for the Dividend paid, instead of the client`s address? Address: Postal a...
Wed, 16 Feb, 2022 at 8:19 AM