General Form Settings and Controls
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
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...
Tue, 11 Mar, 2025 at 6:45 AM
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
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
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