LodgeiT

Importing rental income and expenses directly from your financial data makes your workflow more seamless and efficient. Step 1. Prepare your Financial Data...

TABLE OF CONTENTS Case 1 : An income tax payer has a spouse for only part year. Case 2:  During the 2024 financial year, a client couple separated, but w...

Choose your CLIENT in LodgeiT Make sure to first "Add" the Spouse in LodgeiT so you can proceed in making a Relationship. Go to "Settings...

Go to "Forms" and choose your working ITR Form and click the "Manage Sections" (4 little squares). Activate Spouse:  Tick the Spouse...

Two ways to see the trail of the form: 1. Status 2.  Via 3 little dots 1. Status User can find the summary of "when and whoever" changed the...

To make changes to a submitted form by returning it to "Draft" status, follow these steps: 1. Locate the Lock Icon Scroll through the bottom lef...

The payment due dates for a tax return are determined by client type, the lodgment due date and when the return is lodged, and LodgeiT automatically pulls f...

Navigate to Clients > Settings > Team Below illustration shows that the client "Aj Doe" is currently in "Public" access, it means...

Open the Form and press the Print Icon - Then, tick the box whichever is necessary - And option to choose either "Complete" or &quo...

In this Guide: Suspend Unsuspend Suspend You have an option to suspend a form until you are ready to lodge it. First, you need to Create a form. ...