Tax Forms 2025

The 2025 tax forms are now available. LodgeiT will automatically create new forms for you in a few days, ensuring that relevant field values are carried forward from your 2024 returns. Check out the ATO's overview of key changes.

Please note that pre-filling data is available for tax returns from 1 July as ATO receives it, with most data being available by the end of July.

Import transactions from ATO

You can now import both Income Tax and Integrated Account transactions directly from the ATO in one click — eliminating the need for manual uploads.

E-sign improvements

We’ve expanded your flexibility when requesting signatures:

• Choose to send the request to the Primary contact or someone else.
• When sending to the Primary contact, select from any email addresses on the client record or enter a new one.
• Customise verification requirements: choose no verification, email, date of birth, or phone number, depending on what’s most appropriate or required for security  — even when sending to a non-primary contact.

IAS email template

A dedicated email template for Instalment Activity Statements (IAS) is now available, making your communication more relevant and targeted.

Updated SMSF member statement

We’ve enhanced the SMSF Member Profit Distribution Statement to give you and your clients more clarity and control over super fund activity. 

Updated report now includes:

• Separate fields for Employer, Personal and Other Contributions.
• Separate fields for Transfers In & Transfers Out.
• Separate fields for Taxes and Pensions & Payments.