Lodgeit has 12 ready-made templates for legal documents. Select a template name to open it in Lodgeit. You need to be signed in.
In this article
Find the templates
- Select the gear icon in the top bar.
- Select Report Templates.
- Select Legal Documents.
Templates are grouped by entity type. Templates supplied by Lodgeit are marked LodgeiT. To write a document from scratch, select Blank template at the top of the list.
Legal Documents
Any entity type
| Template | Use it for |
|---|---|
| Engagement Letter - Multi-Entity, Once Off Service | A one-off engagement to prepare tax returns and financial statements for one or more related entities. |
| Engagement Letter - Multi-Entity, Periodic | An ongoing engagement for bookkeeping, tax returns, financial reporting and tax planning for one or more related entities. |
| Single Touch Payroll (STP) Engagement Authority Agreement | An employer's authority for your practice, as its registered agent, to prepare and lodge STP pay events. |
Company
| Template | Use it for |
|---|---|
| ASIC Solvency Resolution - Meeting of Directors (Minutes) | Minutes of a directors' meeting that passes the annual solvency resolution. |
| ASIC Solvency Resolution - Multiple Directors | The annual solvency resolution as a circulating resolution that all directors sign, without a meeting. |
| ASIC Solvency Resolution - Sole Director | The annual solvency resolution for a proprietary company with one director. |
| Company Constitution | A constitution for a company. |
| Loan Agreement - Div7A 25 Years | A Division 7A loan agreement with a 25-year term, secured by a registered mortgage. |
| Loan Agreement - Div7A 7 Years | A Division 7A loan agreement with a seven-year term. |
| Minutes of Meeting of Directors | General-purpose minutes of a directors' meeting. |
Trust
| Template | Use it for |
|---|---|
| Trust Distribution - Corporate Trustee | The trustee's resolution on distributing trust income, when the trustee is a company. |
| Trust Distribution - Individual Trustee | The trustees' resolution on distributing trust income, when the trustees are individuals. |
Notes on the templates
Before you send a document
Delete the notes page before signing
Each template starts with a Notes for users page with guidance on completing it. Read it, then delete it before you send the document for signing.
The templates are a starting point and come without any warranty of accuracy, completeness or fitness for a particular purpose. Check names, dates and amounts in every document before your client signs it.
Financial year in the text
Engagement Letter - Multi-Entity, Once Off Service and both Trust Distribution templates name the year ended 30 June 2024 in the body text. Change it to the year the document covers.
STP Engagement Authority Agreement
The agreement is valid for 12 months from its start date and has to be renewed each year. It covers STP pay events only. Activity statements and STP finalisation declarations are outside its scope. Fill in the payroll process section, such as how often pay events run and how the employer sends payroll data.
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.