General Form Settings and Controls

How to "Mark form as lodged manually"
User can "Mark form as lodged manually" for the following reasons: Form Lodged Outside Lodgeit. The tax return or form was already lodged direct...
Tue, 29 Sep, 2026 at 12:23 PM
How to see the Prefill of ATO button
An example of an ATO prefill  view -  Note: There is NO prefill button for CTR and TRT, unlike for ITR which has that capability. Some information f...
Tue, 29 Sep, 2026 at 12:23 PM
Substituted Accounting Period (SAP)
First of all, please see the standard period for different financial year forms FY 2023 - period for 1 July 2022  to 30 June 2023  FY 2024 - period for ...
Tue, 29 Sep, 2026 at 12:23 PM
How to tag "Relationship" (not a client)
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, 29 Sep, 2026 at 12:23 PM
Outcome of Assessment (OoA)
Status of any form in the ATO systems is now available from within Lodgeit Forms Dashboard - Outcome of Assessment   Outcome of Assessment OoA,  St...
Tue, 29 Sep, 2026 at 12:23 PM
Error: "Lodged - OoA Error"
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, 29 Sep, 2026 at 12:23 PM
ATO Status
 The user can always check how tax form processing by ATO. Lodgeit gathering this information directly from ATO.
Tue, 29 Sep, 2026 at 12:23 PM
International Mobile Number
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
How to Export List of Tax Forms
You can export a list of tax forms as a CSV or Excel file. Use the Dashboard to export the forms shown in a particular view, or use Settings to export the T...
Tue, 13 Oct, 2026 at 7:29 AM
Dividend and Interest "Address"
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