LodgeiT by default starts pulling tax returns of new Financial Year only once this Financial Year started, for example until the 1 July 2026 forms of FY 2026 will not be created automatically, it starting to create approximately 3 days after the new Financial Year stared.
For Activity Statements - they are creating in a timely manner according to ATO lodgment dates, i.e. every month, quarter. They are not creating in advance.
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 see its name in the upper left side.
3. Click the drop-down button under the “Settings” menu icon for this client and then select “General”.
NOTE: For this guide we will be using the entity type “Company” as an example. Please take note that the type of forms available for creation will depend on the chosen “Entity Type”.
5. After selecting the “Entity Type”, click the “Forms” button and then click the drop-down button under “Add Form”, so that you can see the list of forms that can be added/created according to the selected entity type
(NOTE: For this case, the entity type “Company” was used as an example and the following items per below screenshot are the list forms available for creation under this entity. Other forms will be available when you select the other applicable entity types like for Individual, Partnership, Superfund and Trust.)
