General Form Settings and Controls

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
CMN.ATO.GEN.500127
Error: CMN.ATO.GEN.500127 Year of Return is invalid. Answer: Please create a NEW tax form (remove the form and start a new). The current year form (2022)...
Wed, 18 Dec, 2024 at 9:10 AM
Creating Tax Form: Appropriate or Correct Form not showing on the 'Add' options
1. Search for the client name using the “Select a client to work on” box and then select the client. 2.    Once the specific client is selected, you can...
Tue, 7 Jan, 2025 at 7:50 AM
Pre-lodge in Background
Now you can Complete ITR, CTR, TRT, PTR, SMSFAR and FBT 2018 onwards even if ATO services are unavailable. Once form is Completed it will be passing AT...
Sun, 22 Dec, 2024 at 9:10 PM
Click "here" to fill quarterly paid instalment values. This will also pull your lodged activity statements for the return's year.
Message: "Click here to fill quarterly paid instalment values. This will also pull your lodged activity statements for the return's year." ...
Mon, 9 Oct, 2023 at 10:21 AM
Unlock: LODGED forms with Error
LodgeiT enables users with specific permission to unlock lodged forms and published reports when needed, such as when a form has been cancelled by the ATO. ...
Mon, 4 Aug, 2025 at 11:45 AM
Print lodgment receipts
Just click the Print button on the tax return lodgment receipt page to save a hard copy or a digital version for your records. Note: If BAS has no receipt,...
Fri, 1 Nov, 2024 at 12:30 PM
TFN Report
TFNWR - Closely Held Trust Annual Withholding Report TFNR - Closely Held Trust  TFN Report Learn more from the ATO about TFNWR - Closely Held Trust Annu...
Tue, 27 Aug, 2024 at 7:04 AM
How to view the list of tax forms of a specific client?
Question: How to view the list of tax forms of a client? Answer: Click the "Clients" button and search for client name using the search bar. Then...
Fri, 4 Apr, 2025 at 9:28 AM