Tax season 2025: What's new in Lodgeit

The new tax season is coming and we are excited to announce the following updates for you.

🎥 See what’s new in action

We’ve created a quick video overview to walk you through all the key updates.
▶️ Watch the video here

📄 Tax Forms 2025

The 2025 tax forms are now available. Lodgeit will automatically create new forms for you in a few days, ensuring that relevant field values are carried forward from your 2024 returns. Check out the ATO’s overview of key changes.

Please note that pre-filling data is available for tax returns from 1 July as ATO receives it, with most data being available by the end of July.

📥 Import transactions from ATO

You can now import both Income Tax and Integrated Account transactions directly from the ATO in one click — eliminating the need for manual uploads.

✍️ E-sign improvements

We’ve expanded your flexibility when requesting signatures:

• Choose to send the request to the Primary contact or someone else.
• When sending to the Primary contact, select from any email addresses on the client record or enter a new one.
• Customise verification requirements: choose no verification, email, date of birth, or phone number, depending on what’s most appropriate or required for security — even when sending to a non-primary contact.

📧 IAS email template

A dedicated email template for Instalment Activity Statements (IAS) is now available, making your communication more relevant and targeted.

📊 Updated SMSF member statement

We’ve enhanced the SMSF Member Profit Distribution Statement to give you and your clients more clarity and control over super fund activity.

Updated report now includes:

• Separate fields for Employer, Personal and Other Contributions.
• Separate fields for Transfers In & Transfers Out.
• Separate fields for Taxes and Pensions & Payments.

💬 Feedback

We would love to hear your feedback, so please send us an email at support@lodgeit.net.au.