Preparation of an Individual Tax Return (ITR)
Before adding any form, be sure all the client information is complete at –
Settings —>General
Settings —> Contact Details
Settings —> Tax
Then you can proceed to add a form.
Select Forms
Now, to the right of the screen, Select “Add Form”
Click the form that you need.
Select Year.
“Lodgement Date” is automatic date from ATO, but you can also manage to change it if necessary.
Click “Skip this Step” or “Continue”
Activate the relevant sections that you need to work on –
Once you’ve worked in the form, you may need to turn-on certain reporting sections. You can do so via –
Check Form status via “Dashboard”
Note: LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions)
Checkout some of our Help guide on: