Recent Q & A

Paid CGT Withholding Tax for beneficiary
Question:  Which section of the beneficiary tax return form should user put the requested refund amount for paid CGT Withholding payment? Answer:  When c...
Tue, 24 Sep, 2024 at 10:35 AM
NFP (Not-for-Profit) Self-Review Return
Unfortunately, the NFP self-review return is not available to lodge via digital service providers like LodgeiT.  The only way to lodge it is to use the ATO...
Fri, 7 Feb, 2025 at 2:00 PM
Additional Field/Line item via form "Worksheet"
ie for "Gifts and Donations", lines have a "Add Worksheet" limitation Workaround, is to just sum up the other donations that exc...
Thu, 10 Apr, 2025 at 12:13 PM
FAQ: Why is there no Capital Gain Tax (CGT) schedule in the Partnership Tax Return (PTR)?
Question: Why is there no Capital Gain Tax (CGT) schedule in the Partnership Tax Return (PTR)? Answer: A partnership is not a separate legal entity distinc...
Mon, 17 Feb, 2025 at 3:50 PM
FAQ: What will you do if you in case you have lodged a tax form with wrong taxable period?
Question: What will you do if you in case you have lodged a tax form with wrong taxable period? Answer: Please see example below: --> Scenario: A CTR 2...
Mon, 17 Feb, 2025 at 5:05 PM
Q&A: "Assign Client Owner" in the client settings
Question: How to have access to the "Assign Client Owner" function in the  Team section of Client Settings? Answer: To have access to the "A...
Wed, 19 Mar, 2025 at 9:25 PM
Opting out of averaging
There is no special field in Tax Return to opt out of the averaging system.  Please fill Other Attachments Schedule with relevant information. All text fro...
Thu, 3 Apr, 2025 at 8:10 AM
Primary Production: Superannuation payable (expense reconciliation adjustments)
When importing financial data into LodgeiT, ensure that all income and expenses are categorized as 'Primary Production' where applicable. However, n...
Tue, 22 Apr, 2025 at 8:23 AM
Who can prepare and lodge an Individual Tax Return using LodgeiT?
Question: Who can prepare and lodge an Individual Tax Return using LodgeiT? Answer: LodgeiT strictly follows ATO standards  and according to it, sole trade...
Thu, 18 Sep, 2025 at 6:53 PM
Form URL
The URL is for our technical team for checking via back end. How to get the Form URL: 1. Navigate to the issue via the form.  2. Copy and paste the URL t...
Tue, 30 Sep, 2025 at 6:47 AM