General Form Settings and Controls

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
There are two ways on how to Export/Extract the list of client forms: Option 1. Via Dashboard Select "Dashboard" choose either  "Forms"...
Fri, 22 Mar, 2024 at 10:19 PM
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" For the "Lodged" form status, our tech team can dele...
Mon, 5 Dec, 2022 at 7:40 AM
CMN.ATO.GEN.500127
Error: CMN.ATO.GEN.500127 Year of Return is invalid. Answer: Please create a NEW report (remove the form and start a new). The current year form (2022) i...
Sat, 25 Mar, 2023 at 4:00 PM