Individual: General

Activate "Individual Tax Return" Reporting Module/Manage Sections
Once you've started with the form, you may need to turn-on/activate certain reporting sections. You can do so via the four little square- Activate...
Wed, 2 Oct, 2024 at 9:10 AM
Preparation of an Individual Tax Return (ITR)
LodgeiT makes your lodging tax return simple with just 6 steps to get started: 1. Prepare client details, records and data.  2. Sign up to use LodgeiT 3....
Wed, 15 Jan, 2025 at 10:26 AM
Spreadsheet Example - Sole Trade Comparatives
See attached spreadsheet example for Sole Trade Comparatives. Related Article: Using LodgeiT Smart Excel Utility to Create Financial Reports for ...
Tue, 14 May, 2024 at 12:09 PM
Franking Credit Form (Refund) / Short Refund Return
Short refund return should only be used in the case where there is only dividends and franking credits in an Individual Tax Return. In "Income Tax Ret...
Thu, 31 Oct, 2024 at 12:29 PM
Auto fill contact details
Question: Contact details via "Settings>Contact details" is not auto fill via tax forms Answer: We have updated the ITR form prefill. Now, we ...
Wed, 6 Nov, 2024 at 12:42 PM
Notice of Assessment (NOA)
In this video you will learn: Track the status of the ATO assessment process.  Compare the ITR assessment with the estimate.  Automate delivery of the a...
Wed, 20 Nov, 2024 at 3:25 PM
WHM and LITO (Low Income Tax offset)
Select as "NO" in the Australian Resident line, so that LITO will not be reflected in the tax form. New full offset amount of LITO (thresholds ...
Mon, 25 Nov, 2024 at 9:25 AM
Claiming Part Year Threshold with TFN Witholding from Interest Income
Question: My client was claiming part year threshold as he left Australian in January. He has a ton withholding from his interest income, but the system doe...
Thu, 12 Dec, 2024 at 10:55 AM
Additional Information / Notes for the ATO
There is a field “Additional Information for the ATO (Other Attachments Schedule)” at the end of Individual section. Note: this is visible to ATO. You ...
Thu, 5 Dec, 2024 at 1:58 PM
Trust Account Consent Authority Declaration
This "Trust Account Consent Authority" inside the Individual Tax Returns, is a declaration to be completed if the tax payer requests the deduct fe...
Thu, 5 Dec, 2024 at 1:19 PM