If you don’t use accounting software and want to start a new individual tax return form in LodgeiT, it can be challenging to find the right form type or import your data. Many practitioners or clients with only a MyGov account find it difficult to manage tax forms directly through the ATO portal.
How to Import Data from MyGov Reports into LodgeiT
- Export your client data from GovReports into a CSV file format.
- Send the CSV file along with the organization name where you want the data imported in LodgeiT.
- LodgeiT support will assist by importing the data on your behalf securely.
- Once imported, you can start preparing and lodging tax forms smoothly within LodgeiT.
Additional Tips
- If you don’t have accounting software, consider using GovReports to extract client financial details in a format compatible with LodgeiT.
- Contact LodgeiT support to request a secure Dropbox link for uploading CSV files safely.
This process streamlines client data input and helps you or your clients avoid manual data entry while using LodgeiT for compliance and lodgements.