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Lodgeit for accountants

From engagement letter to ATO lodgment. One platform for your practice.

Prepare and lodge returns, BAS and financial reports with ATO prefill. Then propose, verify, e-sign and bill your clients with ClientRelay, our engagement suite.

Start freeSee pricing
  • Free for eligible QuickBooks ProAdvisor firms
  • Unlimited users on every plan
  • No payment details to start
go.lodgeit.net.au

FY2026 lodgments

New return

Lodged

1,284

In progress

312

Refunds

$2.4m

HCHarbour Coffee Pty LtdLodged
NFNguyen Family TrustReady
B&Baker & Co PartnershipIn review
SSSummit SMSFPrefill

Official Australian Tax Partner of Intuit QuickBooks. Lodges direct to the ATO and works with the software your clients already use.

  • Australian Taxation Office
  • QuickBooks
  • Xero
  • MYOB
  • BGL
  • Reckon
  • Excel

One platform

The whole client lifecycle, in one place.

Lodgeit handles the compliance work. ClientRelay handles everything around it, from proposal to payment.

  1. 01

    Engage and onboard

    Send a proposal and engagement letter, verify identity and collect signatures before work starts.

  2. 02

    Capture information

    Smart client forms only ask what applies. Answers and documents land on the client record.

  3. 03

    Prepare

    One import from Xero, QuickBooks, MYOB or Excel fills the working papers, financial reports and tax form, with ATO prefill.

  4. 04

    Sign and lodge

    Send returns and reports for e-signature from your firm's own email, then lodge direct to the ATO.

  5. 05

    Get paid

    Clients leave a card or bank account when they sign. Stripe collects on the schedule you agreed.

  6. 06

    Book it automatically

    Invoices and payments sync to QuickBooks Online against the right client and income account.

ClientRelay engagement tools

Win the work, onboard the client, get paid.

ClientRelay runs everything before and after the return. Free for up to 5 active engagements.

Client forms

Questionnaires that only show the questions that apply. Clients finish on their phone with no login and upload documents as they go. Free and unlimited on every plan.

Explore client forms

Engage and get paid

Proposals clients enjoy reading. They sign and leave a card or bank account, Stripe collects on schedule and every invoice lands in QuickBooks Online.

Explore engage and get paid

KYC and AML checks

Verify individuals, companies and trusts, trace who really owns them and keep the evidence on file. About $5.50 a person, with no subscription.

Explore KYC and AML checks

All engagement tools

Proposals, forms, invoicing, direct debit, services and KYC/AML in one suite, priced by active engagements.

See engagement pricing

AML/CTF reforms

Customer due diligence, built into onboarding.

Since 1 July 2026, firms providing services caught by AUSTRAC's AML/CTF regime have obligations to meet. ClientRelay gives you the checks, the workflow and the records. Your compliance decisions — and your AML/CTF program — stay yours.

  • Entity details confirmed with ASIC and the ABR
  • Ownership traced to the ultimate beneficial owners
  • eKYC, DVS and PEP and sanctions screening for every person
  • A downloadable evidence report on the client record
Compare AML/KYC solutions
go.lodgeit.net.au

Whitaker Holdings Pty Ltd

Company · Client intake

Onboarding submitted

Business verification

ASIC verifiedUBO verified2 beneficial owners found

Identity verification

SW

Sam Whitaker

Director · eKYC, DVS, PEP & sanctions

Passed
AW

Alex Whitaker

Shareholder · request sent

Awaiting ID
Download verification report

Compliance engine

Everything you need to prepare and lodge.

Included on every plan, whether you activate through QuickBooks or an annual package.

Tax forms

ATO forms for every entity type, with prefill, cross-filling and automatic notice of assessment matching.

See all forms

Financial reports

One import produces special purpose financial reports. Templates for every entity type — brand, sign and publish.

Explore financial reports

Working papers

Reconcile balances, assign reviewers, track pending work and attach source documents.

Explore working papers

Smart calculators

Hire purchase interest, borrowing costs, current and non-current splits, depreciation and more.

See the calculators

Reconciliation tools

Validate the ATO integrated account and analyse GST, payroll and payments or refunds.

Explore reconciliation tools

Digital signing

Send a return or report for signing from your firm's own email. Status tracks in Lodgeit and signed copies are stored automatically.

See digital signing

Track and control

Filter across the practice and see exactly where every form, working paper and report is up to.

See track and control

Integrations

Import from Xero, QuickBooks, MYOB, Excel and more, and deliver documents through your firm's own email.

See all integrations

Two ways to start

Free through QuickBooks, or a simple annual plan.

Both include the full compliance engine. ClientRelay engagement tools are priced separately and free for up to 5 active engagements.

Free through QuickBooks

Path 1

For firms in the Intuit QuickBooks ProAdvisor program. Your Lodgeit subscription is linked to your ProAdvisor tier.

  • Lodgeit annual subscription free
  • Digital signing on your firm's own email, free
  • Unlimited users
Check eligibility

Annual plan

Path 2

For any firm, on QuickBooks or not. Five plans from 5 to 5,000+ lodgments a year.

  • From $120 a year, including GST
  • Unlimited financial reports
  • Unlimited users
  • Start free, with no payment details
Compare plans

Path 1 · QuickBooks ProAdvisor

Free Lodgeit for QuickBooks ProAdvisor firms.

Lodgeit is the official Australian Tax Partner of Intuit QuickBooks. If your firm is in the ProAdvisor program, your Lodgeit subscription is linked to your ProAdvisor tier and adjusts automatically when your tier changes.

Explore the ProAdvisor programRead the activation guide
go.lodgeit.net.au

Connected data sources

XXeroConnected
QQuickBooksConnected
MMYOBConnected
EExcel / CSVImport
AATO SBRLive

Path 2 · Annual plans

Annual plans for every size of practice.

Unlimited users and unlimited financial reports on every plan. Start free — you are only charged on your first lodgment to the ATO.

Nano

$120

including GST/annually

Start free

5 lodgments included

Income tax returns
  • ✓ Company tax return
  • ✓ Trust tax return
  • ✓ Partnership tax return
  • ✓ SMSF annual return
  • ✓ Fringe benefits tax return
1 included
$40 per extra lodgment
IITR, BAS and other returns
  • ✓ Individual income tax return
  • ✓ Activity statement
  • ✓ Non-lodgment advice
  • ✓ Taxable payments annual report
  • ✓ Closely held trusts annual withholding report
  • ✓ Interposed entity election or revocation
  • ✓ PAYG payment summary
  • ✓ Family trust election, revocation or variation
4 included
$12 per extra lodgment

Starter

Most popular

$660

including GST/annually

Start free

200 lodgments included

Income tax returns
  • ✓ Company tax return
  • ✓ Trust tax return
  • ✓ Partnership tax return
  • ✓ SMSF annual return
  • ✓ Fringe benefits tax return
20 included
$16.50 per extra lodgment
IITR, BAS and other returns
  • ✓ Individual income tax return
  • ✓ Activity statement
  • ✓ Non-lodgment advice
  • ✓ Taxable payments annual report
  • ✓ Closely held trusts annual withholding report
  • ✓ Interposed entity election or revocation
  • ✓ PAYG payment summary
  • ✓ Family trust election, revocation or variation
180 included
$4.40 per extra lodgment

Standard

$3,500

including GST/annually

Start free

1,125 lodgments included

Income tax returns
  • ✓ Company tax return
  • ✓ Trust tax return
  • ✓ Partnership tax return
  • ✓ SMSF annual return
  • ✓ Fringe benefits tax return
125 included
$13.20 per extra lodgment
IITR, BAS and other returns
  • ✓ Individual income tax return
  • ✓ Activity statement
  • ✓ Non-lodgment advice
  • ✓ Taxable payments annual report
  • ✓ Closely held trusts annual withholding report
  • ✓ Interposed entity election or revocation
  • ✓ PAYG payment summary
  • ✓ Family trust election, revocation or variation
1,000 included
$3.85 per extra lodgment

Growth

$7,300

including GST/annually

Start free

2,500 lodgments included

Income tax returns
  • ✓ Company tax return
  • ✓ Trust tax return
  • ✓ Partnership tax return
  • ✓ SMSF annual return
  • ✓ Fringe benefits tax return
250 included
$9.50 per extra lodgment
IITR, BAS and other returns
  • ✓ Individual income tax return
  • ✓ Activity statement
  • ✓ Non-lodgment advice
  • ✓ Taxable payments annual report
  • ✓ Closely held trusts annual withholding report
  • ✓ Interposed entity election or revocation
  • ✓ PAYG payment summary
  • ✓ Family trust election, revocation or variation
2,250 included
$3.30 per extra lodgment

Enterprise

Custom

From 5,000 lodgments per year

Book a demo

5,000+ lodgments included

All forms
  • ✓ Company tax return
  • ✓ Trust tax return
  • ✓ Partnership tax return
  • ✓ SMSF annual return
  • ✓ Fringe benefits tax return
  • ✓ Individual income tax return
  • ✓ Activity statement
  • ✓ Non-lodgment advice
  • ✓ Taxable payments annual report
  • ✓ Closely held trusts annual withholding report
  • ✓ Interposed entity election or revocation
  • ✓ PAYG payment summary
  • ✓ Family trust election, revocation or variation
One shared lodgment balance

E-signatures are $2 each, legal documents $6.90 and Financial reports Pro $25 per report, with discounted packages. Full comparison · Engagement tools pricing · KYC/AML pricing

Enterprise-grade security

Built to protect your clients' data.

Lodgeit is certified to ISO 27001:2022 by Compass Assurance Services (accredited by JAS-ANZ), registered as an ATO Tier 1 Digital Service Provider and independently penetration-tested every year.

  • Independently audited ISMS
  • Australian data residency on AWS
  • Role-based access for your whole practice
Read our security policy
Lodge iT Pty Ltd ISO 27001:2022 certificate of registration issued by Compass Assurance Services

Customer stories

What accounting firms say.

Excellent tax software

“I have tried and used all tax software from the good old Solution 6 to the current MYOB Tax, Xero Tax, HandiTax etc. Lodgeit was the only software that was created by an accountant for accountants. It remains my current tax software and it has been for 6 years now.”
NPNicolaos PanagopoulosTax agent · 6 years on Lodgeit

Highly recommend

“Our firm moved away from Sage Handisoft in 2019, and it was the best decision we made. Lodgeit allows us to connect to any client accounting software including QuickBooks, which is where most of our clients are. We process tax returns, complete workpapers and SPFRs. The ATO prefill works really well.”
NNicoleAccounting firm

“We used to have a disjointed, multi-step manual process that was extremely time consuming.”

“Lodgeit provides an end to end automation solution freeing us up from manual regurgitation of data and allowing far more time to add value to our clients. If you don’t have anything better to do than regurgitate what your client has already done, you’ll soon be redundant.”

“Before Lodgeit I’d waste hours manually entering data into returns.”

“Lodgeit enters all the prefill information into all the right labels for me plus works seamlessly with QuickBooks, Xero and all versions of MYOB so now I can make a decent profit doing compliance because it’s accurate and efficient. You can tell it was written by a real tax agent and not just another software company. If you’re thinking there has to be a better way, there is. Try Lodgeit, I promise you’ll be pleasantly surprised – I was.”

FAQ

Frequently asked questions.

Can’t find the answer? Contact support.

What counts as a lodgment?

Each form you lodge with the ATO counts as one lodgment. On the Nano, Starter, Standard and Growth plans, company, trust, partnership, SMSF and FBT returns use your income tax return balance, and individual returns, activity statements and other forms use your IITR, BAS and other returns balance. Enterprise has one shared balance for all forms.

Do I need payment details to start?

No. You can trial Lodgeit without entering payment details and you are only charged on your first lodgment to the ATO.

What happens if I run out of lodgments?

Buy extra lodgments at your plan’s per-lodgment price or upgrade your plan. Extra lodgments must be used before your annual package expires.

How many users can I add?

As many as you need. Every plan, including the free QuickBooks path, has unlimited users.

What happens when Intuit ProPartner replaces ProAdvisor?

Intuit plans to replace the ProAdvisor program with Intuit ProPartner in early 2027. Until then, your Lodgeit subscription stays linked to your ProAdvisor tier.

How much do KYC and AML checks cost?

About $5.50 a person, paid per check with no subscription. See KYC and AML checks for the full price list.

Does Lodgeit work with Xero, MYOB and Excel?

Yes. Lodgeit imports from Xero, QuickBooks, MYOB, Excel and more, so you can work with any client whatever accounting software they use. See integrations.

Where is my data stored?

In Australia, on AWS. Lodgeit is ISO 27001 certified and independently penetration-tested every year. See our security policy.

Ready to run your practice on one platform?

Start free with no payment details, or book a walkthrough with our team. Lodging for your own business? See Lodgeit for businesses.

Start freeBook a walkthrough
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