General Form Settings and Controls

Substituted Accounting Period (SAP)
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...
Mon, 20 Jan, 2025 at 9:58 AM
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, 23 Mar, 2021 at 9:26 AM
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,  Sta...
Tue, 23 Jan, 2024 at 12:01 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, 18 Oct, 2022 at 8:16 AM
ATO Status
 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
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
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...
Tue, 11 Mar, 2025 at 6:45 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
ATO Identifier
The ATO lodgment interaction message ID can be found on Audit Trail: Top Right of the Form, press the 3 little dots 
Sat, 3 Sep, 2022 at 3:37 PM
How to remove or delete a form?
The user can remove/delete a form as long as the status is NOT yet "Lodged". In this article: A. Delete from "Dashboard" B. Delete f...
Tue, 30 Apr, 2024 at 1:04 PM