We've rolled out a new round of updates to support tax preparation, financial reporting and workpaper workflows in LodgeiT.

📄 AMIT tax return 2025

The Attribution Managed Investment Trust (AMIT) tax return for FY2025 is now available in LodgeiT, so you can prepare and lodge AMIT returns for the latest financial year directly from the platform.

📦 Export workpapers as PDF or ZIP

You can now export workpapers as either a PDF or a ZIP file, making it easier to share, archive, or review work outside LodgeiT.

• PDF export generates a clean, formatted document that can be saved, reviewed, or shared with clients and colleagues.
• ZIP export bundles the PDF together with the source documents attached to the workpapers, so the report and all supporting files are packaged into a single download.

🐄 Livestock schedule for financial reports (Pro only)

We've added a new Livestock Schedule to financial report templates for trading entities, including Company, Individual, Partnership, and Trust.

The schedule appears as a dedicated page in the financial report and is available in Financial Reports Pro only. You'll need to fill it in manually, which gives you full control over how livestock movements, valuations, and balances are presented.

👤 Individual tax return improvements

We've made a range of improvements to Individual Tax Returns, including expanded ATO pre-fill coverage along with several calculation and validation fixes.

More ATO data is now pre-filled across PAYG, superannuation, PSI, and work-related expense fields (FY2020 to FY2025), which reduces manual entry and helps ensure returns start from accurate, ATO-supplied figures.

We've also improved ITR accuracy and lodgment handling, with fixes covering the PSI 80% rule, WRE car balancing adjustments, negative lump sum tax offsets, spouse income where FHSS does not apply, and Medicare Levy Surcharge edge cases.