General Form Settings and Controls

How to "mark form as lodged manually"
User can "Mark form as lodged manually" for the following reasons: Form Lodged Outside LodgeiT. The tax return or form was already lodged direct...
Wed, 6 Aug, 2025 at 8:06 AM
How to see the Prefill of ATO button
An example of an ATO prefill  view -  Note: There is NO prefill button for CTR and TRT, unlike for ITR which has that capability.  We recommend all ...
Fri, 17 Nov, 2023 at 7:02 AM
Substituted Accounting Period (SAP)
First of all, please see the standard period for different financial year forms FY 2023 - period for 1 July 2022  to 30 June 2023  FY 2024 - period for...
Thu, 8 Jan, 2026 at 11:13 AM
How to tag "Relationship" (not a client)
In this example, we will build a relationship, whereas "Spouse" is not an existing client and we don't want the spouse to remain as a "Cl...
Tue, 23 Mar, 2021 at 9:26 AM
Outcome of Assessment (OoA)
Status of any form in the ATO systems is now available from within LodgeiT Forms Dashboard - Outcome of Assessment   Outcome of Assessment OoA,  Sta...
Wed, 17 Dec, 2025 at 10:47 AM
Error: "Lodged - OoA Error"
Error: "Lodged - OoA Error" Answer: LodgeiT searches for the NoA by few parameters such as lodgment date/sequence number. In some cases when t...
Tue, 18 Oct, 2022 at 8:16 AM
ATO Status
 The user can always check how tax form processing by ATO. LodgeiT gathering this information directly from ATO.
Mon, 2 Aug, 2021 at 8:56 AM
International Mobile Number
Both Telephone number and Mobile number are not required, but recommended. Also currently Telephone number can be both Australian and foreign. But "Mob...
Mon, 2 Aug, 2021 at 10:53 AM
How to Export List of Tax Forms
Note, only the team that has "Owner and Admin" access can export the tax form list. There are two ways on how to Export/Extract the list of clien...
Wed, 18 Jun, 2025 at 2:59 PM
Dividend and Interest "Address"
Question: Why does the system brought in the postal address (tax agent`d address) for the Dividend paid, instead of the client`s address? Address: Postal a...
Wed, 16 Feb, 2022 at 8:19 AM