Functionality for accountants
Supports ALL Clientside Accounting Software.
Lodgeit is designed to be accounting software agnostic. Our advanced accounts import and machine mapping allows you to service any client, regardless of their choice in accounting software, easily and seamlessly. Read More.
- Dynamic forms
- ATO Prefills
- Cross Filling
- Audit Trails
- Form Suspension
- Data Roll-Overs
You can import financials from one of the following accounting software:
Connect to
QuickBooks →
Connect to
Xero →
Import from
Reckon Accounts →
Import from
Reckon One →
Connect to
MYOB Business →
Import from
MYOB AccountRight →
Import from
MYOB Accounting Classic →
Import from
BGL Simple Invest 360 →
Import from
Software Assistant →
Import from
Excel →
or
Import from any other accounting software using Lodgeit Excel Add-In
Best-in-class tax forms with automation built in.
Lodgeit tax forms are best-in-class. More automated fills, fewer button clicks.
Dynamic forms
Lodgeit tax forms are best-in-class. More automated fills, fewer button clicks.
Learn moreATO Prefills
Dynamic fills for business financial information directly from all accounting systems
Learn moreCross Filling
Cross-filling on spouses, trust distributions, partnerships, dividends, investment income splits including rental properties etc
Learn moreAudit Trails
Audit tralis to see which team member did what from filling to lodgment
Learn moreForm Suspension
Form suspension to lock-in a future lodgment date
Learn moreData Roll-Overs
Annual data roll-overs for rental property information, deductions & more
Learn moreDigital signing by design.
Digital signing with Lodgeit is fully integrated. You send a form or SPFR for signing and the status is tracked directly in the software with statuses like Out to Sign and Signed. Set auto-reminders. Signed forms can then flow seamlessly to lodgment and SPFR's to publishing. Signed copies are collected and stored on the Lodgeit platform as well as sent to the client. All email rides out on your email account. Client never sees Lodgeit.
E-Signature request
Signatory
Send to primary contactFirst name
John
Last name
Blake
E-mail address
john.blake@email.com
Verification
Phone
Phone
+61 412 345 678
Special purpose financial reporting.
A single import of your client's accounts provides an instant set of SPFRs. Use our prebuilt templates for all entity types including partnerships, trusts, companies and superannuation funds. Customise reports to suit your unique requirements. Dynamically add signatories for digital signing. Include graphics like your logo.
You can import financials from one of the following accounting software:
Connect to
QuickBooks →
Connect to
Xero →
Import from
Reckon Accounts →
Import from
Reckon One →
Connect to
MYOB Business →
Import from
MYOB AccountRight →
Import from
MYOB Accounting Classic →
Import from
BGL Simple Invest 360 →
Import from
Software Assistant →
Import from
Excel →
or
Import from any other accounting software using Lodgeit Excel Add-In
Powerful track and control features.
Track and control work across your practice with fine-grained filters that allow you to drill down and see exactly where anything including forms, working papers and financials are at in their work lifecycle from new, due, overdue to completed and out to sign.
All work
New returnNew
Olivia Bennett on 2 Jul 2026
Draft
Olivia Bennett on 20 Aug 2026
Completed
Out to Sign
To Lodge
Lodged
Automated notice of assessment.
Lodgeit collects digital versions of client notice of assessment, cross-matches against the estimate and if accurate, automatically emails your client using your email account. You simply need to connect your email to Lodgeit and activate the feature. Here/NOA.
Notice of assessment 2026
Margaux Garcia
Automated Lodgment List.
Lodgment list is syn'c with the ATO and accordingly, all forms are prepopulated. Here.
ATO Software ID
Add your Software ID in ATO Access Manager OR read here how to select Lodgeit as your SBR software service provider
Your software ID
Video guideHARBOUR COFFEE PTY LTD
Successfully connected to the ATO
Smart Calculators.
Lodgeit provides a range of Smart Calculators that can compute and report things like hire purchase interest per period and the balance splits between current & non current liabilities on unexpired interest Borrowing costs amortization.
- 01
Fee from Refund EFT Reconciliations
If you are taking fees from client refunds you'll appreciate this is a toolset you need.
go.lodgeit.net.auProfit & loss · FY2026
SPFRRevenue$1,482,390Expenses$1,160,273Net profit$322,117 - 02
Integrated working papers
A single import of your client's accounts from any downstream accounting software provides the endpoints for linking your reference documents. With the Lodgeit classifier, cross-referencing can be automated back against our calculator elements
Read Morego.lodgeit.net.auWorking papers · Harbour Coffee
AccountLedgerStatusBank — Operating$84,210Trade debtors$42,960Plant & equipment$218,400GST payable$-12,884Loan — Director$30,000 - 03
Powerful track and control features
Lodgeit provides forms for years as far back as 2010 for all entities except individuals. ITR's are available for years 2015 onward. Lodgeit also provides depth of form type with a complete range.
Read Morego.lodgeit.net.auFY2026 lodgments
New returnLodged
1,284
In progress
312
Refunds
$2.4m
HCHarbour Coffee Pty LtdCompanyLodgedNFNguyen Family TrustTrustReadyB&Baker & Co PartnershipPartnershipIn reviewSSSummit SMSFSuper fundPrefill - 04
Document Storage
As well as accomodating Lodgeit generated documents like signed tax forms, the system allows for any document to be attached. Unlike other systems that operate with folders, Lodgeit operates with tags and dates where a date might be a BAS period. Tags and dates can then help surface documents in a search.
Read Morego.lodgeit.net.auISO/IEC 27001 certifiedIndependently audited ISMSHosted in AustraliaAWS Sydney regionBank-level encryptionTLS in transit · AES-256 at restAutomatic backupsContinuous, while you work - 05
Depreciation Reporting
Lodgeit includes a depreciation reporting module that's integrated with Lodgeit tax forms for a more automated experience. Lodgeit depreciation values also interact with the working papers to provide a reconciliation across the value sets.
Read Morego.lodgeit.net.auProfit & loss · FY2026
SPFRRevenue$1,482,390Expenses$1,160,273Net profit$322,117 - 06
Division 7 A interest and minimum repayments
Division 7 A interest and minimum repayments
go.lodgeit.net.auATO prefill appliedCompany tax return 2026
Harbour Coffee Pty Ltd
Total business income$1,482,390Cost of sales$612,004Depreciation expenses$48,210Taxable income$322,1170 errors · 2 hints from tax professionals - 07
Loan accounts and inter entity reporting
Loan accounts and inter entity reporting
go.lodgeit.net.auFY2026 lodgments
New returnLodged
1,284
In progress
312
Refunds
$2.4m
HCHarbour Coffee Pty LtdCompanyLodgedNFNguyen Family TrustTrustReadyB&Baker & Co PartnershipPartnershipIn reviewSSSummit SMSFSuper fundPrefill - 08
Easy Transfer from Competing Tax Software Platforms
Xero tax, Handi, Thompson Reuters Tax Assistant including APS and others - we allow you to easily export your clientlist from those systems and import into Lodgeit. Read More
Read Morego.lodgeit.net.auConnected data sources
XXeroConnectedQQuickBooksConnectedMMYOBConnectedEExcel / CSVImportAATO SBRLive
Lodgeit is designed to offer bank-level security. We are audited annually and have a certification from an international security organisation for our security status.
Team Controls
Lodgeit team controls allow the firm administrator to configure permissions across Client access and add , work including editing, viewing locking & unlocking forms and reports.
Learn moreClientSync
You know how annoying it is to run multiple databases. Lodgeit gives you dynamic contact sync control over contacts shared with QuickBooks Online Accountant - free software for accountants.
Learn moreSee how Lodgeit fits your practice.
Start free and service any client, regardless of their choice in accounting software, easily and seamlessly.