🔎 Create a client from ATO

You can now create a client using ATO information. Search by ABN or TFN, then review the returned details before using them to prefill the client record, including the entity type, name, addresses and contact details.

📦 Download forms and supporting documents in one ZIP

The Print dialog now includes an Include supporting documents option. When a form has supporting documents, select this option to download a single ZIP archive containing the form PDF and its attached supporting documents.

📄 New ASIC solvency resolution templates

We have added three Legal Documents templates for company solvency resolutions:

• ASIC Solvency Resolution - Sole Director
• ASIC Solvency Resolution - Multiple Directors
• ASIC Solvency Resolution - Meeting of Directors (Minutes)

Choose the template that matches how the company passes the resolution.

🔧 Other updates

• Firm administrators can now export client and tax return data to Omble as CSV files.
• Added a middle-name field when creating a client.
• Client assignees can now be exported and bulk updated through Client Import.
• Activity Statement print layout is now more compact.

If you have feedback or questions about these updates, please contact us at support@lodgeit.net.au.