Lodgeit has 19 ready-made financial report templates in two groups. Financial Reports has the core statements with a single page of notes. Financial Reports Pro is fully customisable and has detailed notes to the financial statements. Select a template name to open it in Lodgeit. You need to be signed in.

In this article

Find the templates

  1. Select the gear icon in the top bar.
  2. Select Report Templates.
  3. Select Financial Reports or Financial Reports Pro.

Templates are grouped by entity type. Templates supplied by Lodgeit are marked LodgeiT.

Financial Reports

Company

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account.

Individual (sole trader)

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account.

Partnership

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account.

Trust

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account.

Superfund

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account.

Financial Reports Pro

Company

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account and a Livestock Schedule.
Not-For-Profit Financials A not-for-profit company. Has a different set of statements, see Not-for-profit template.

Individual (sole trader)

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account and a Livestock Schedule.

Partnership

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account and a Livestock Schedule.

Trust

Template Use it for
Financials (non-trading) Does not buy and sell stock.
Financials (trading) Buys and sells stock. Adds a Trading Account and a Livestock Schedule.

Financial Reports Pro has no super fund template. Use the Superfund templates in Financial Reports.

Notes on the templates

What every template includes

All templates except Not-For-Profit Financials include:

  • Statement of Comprehensive Income
  • Statement of Financial Position
  • Statement of Cash Flows - Indirect Method
  • Notes to the Financial Statements
  • Compilation Report
  • A declaration for the entity type

In Financial Reports, the notes are one page of text. In Financial Reports Pro, they are a set of separate notes.

Pages that depend on the entity type

Entity type Declaration Other pages
Company Director's Declaration Statement of Changes in Equity
Individual Owner's Declaration Statement of Changes in Equity
Partnership Partners' Declaration Partner Profit/Loss Allocation, Partners Profit Distribution Summary
Trust Trustees' Declaration, Directors' Declaration Beneficiary Profit Allocation, Beneficiaries Profit Distribution Summary
Superfund Trustees' Declaration, Directors' Declaration Member Profit Allocation, Members Profit Distribution Summary

Not-for-profit template

Not-For-Profit Financials includes:

  • Statement of Profit or Loss and Other Comprehensive Income
  • Statement of Financial Position
  • Statement of Changes in Equity
  • Statement of Cash Flows - Indirect Method
  • Notes to the Financial Statements
  • Responsible Entities' Report and Responsible Entities' Declaration
  • Auditor's Independence Declaration and Independent Auditor's Report

It has no Compilation Report. See "Not-for-Profit" Financial Report.

Your own templates

To adapt a Lodgeit template for your practice, hover over it on the Report Templates page and select Create custom template. Your templates appear in the same list, where Duplicate makes a copy. To set the template that new reports start from, see How to choose the default Financial Report template when adding a new report?