LodgeiT

General 9

• Lodgment progress status
• Form Status (lodgement issue)
• BAS Agent/Bookkeeper to Lodge Tax Form
• Opening Stock and Cost of Sales
• Colors of Error and Warning

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Tax Form Checklist 6

• Pre June Checklist for Individual Tax Return (ITR)
• Pre June Checklist for Company, Partnership, and Trust Tax Return
• Year End Checklist for Individual Tax Return (ITR)
• Year End Checklist for Partnership Tax Return (PTR)
• Year End Checklist for Company Tax Return (CTR)

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Individual Tax Return 138

• Preparation of an Individual Tax Return (ITR)
• Activate "Individual Tax Return" Reporting Module/Manage Sections
• Adding "Dividends" manually
• Worksheet: Capital Gain Tax (CGT) "Granular method"
• Capital Gains (CGT)

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Company Tax Return 48

• Preparation of Company Tax Return (CTR)
• Company Tax Return 2022 via 'QuickBooks Online'
• Company Tax Return 2022 via Xero
• Company Tax Return 2022 Excel Import
• Video of the Company Tax Form Filling Process

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Partnership Tax Return 21

• Preparation of Partnership Tax Return (PTR)
• Video of the Partnership Tax Form Filling Process
• Activate "Partnership Tax Return" Reporting Module
• Small business Tax Offset -Partnership Tax Return (PTR)
• PTR: Understanding the Reconciliation Section

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Trust Tax Return 51

• Preparation of Trust Tax Return (TRT Form)
• Video of the Trust Tax Form (TRT) Filling Process
• Spreadsheet Example - Trust Comparatives
• Activate Reporting Module for Trust Tax Return form (TRT)
• Net Trust Income Must Equal Distributed Income - Trust Tax Return Form (TRT)

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Superannuation Fund Tax Return 34

• Preparation of Self Managed Superannuation Fund (SMSF)
• How to Prepare Accounts for Superannuation Funds to Import to LodgeiT
• Activate Relevant Sections of Self Managed Superannuation Fund Form (SMSF)
• Import Self Managed Superannuation Fund (SMSFAR) from Mclowd to LodgeiT
• Calculation Engine for Retirement - Self Managed Superannuation Fund (SMSF)

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