We’ve added new features to make tax and reporting smoother, smarter, and more secure. Here’s what’s new:

✍️ Attach documents to e-sign

You can now attach supporting documents like invoices or cover letters to any e-signature request in a tax return or financial report. Everything is merged into a single PDF for signing, making the process smoother for your clients. Please note that it is not possible to add signatures to supporting documents. They are included for reference only. 

👤 Client owner as signatory

For firms with multiple partners, you can now set the client owner as the default signatory in practice settings. This lets you show the right name and signature in reports. Learn more.

🖊️ Agent signature on tax return

You can now add your agent’s handwritten signature to a tax return. Simply enable this option when sending for e-signature or when printing the tax return.

📥 Import SMSFAR

You can prefill SMSF tax returns with data from financials. Plus, a new Reconciliation section helps ensure accuracy and reduces manual entry.

🔄 Client sync address mapping

You can now configure how addresses are mapped when syncing clients with QuickBooks Accountant. You can configure it in client sync settings.

🔒 Stronger security 

To meet ATO security requirements, LodgeiT now logs users out automatically after 30 minutes of inactivity. This is a mandatory control designed to prevent unauthorised access to sensitive data.
If you log in with Intuit or Xero, we recommend setting a LodgeiT password in your account settings so you can continue your session without being redirected.

🧪 Prefill PAYGW for activity statements (beta)

We are migrating to the newest ATO activity statements API, which enables prefilling for PAYGW fields. This feature is currently in beta, and we’re inviting users to take part in testing. If you’d like to join, please contact us at support@lodgeit.net.au.

🆕 Other updates

• Added more placeholders for client details in financial reports and legal documents.
• You can now enter decimals in the Business use % field in the car expense worksheet for ITR 2025 onwards.
• Tax return export now includes additional ITR-specific fields: number of days not liable for MLS, occupation details, spouse name, and number of rentals. We’d love your feedback on which other fields you’d like to see included in the export.

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.

We’re excited to announce two powerful updates designed to save time and keep your workspace organised.

📥 Import rentals & SMSF members from financials

You can now import rental schedules and SMSF member details straight from your financial data into your tax returns.
Just open the relevant schedule, click Import, and select the associated accounts — it's that simple. Say goodbye to double-handling and hello to faster, cleaner tax prep.

▶️ Watch a quick demo

🗃️ Archive forms, reports & workpapers

Your dashboard just got a whole lot tidier. With our new Archive feature, you can now hide completed or irrelevant work objects — like forms, reports, and workpapers — without deleting them.
Need them again? Just unarchive anytime. It’s a smart way to keep your workspace focused and your workflow sharp.

📦 Download multiple files

You can now download all files related to a specific client as a single, compressed ZIP archive.

📝 Substantiation declaration for CTR, TRT and PTR

The Substantiation declaration is now available in Company (CTR), Trust (TRT), and Partnership (PTR) Tax Returns, helping ensure your returns meet regulatory requirements.

The Fringe Benefits Tax (FBT) return for 2025 is now available.

📌 ATO rates remain unchanged.
📅 Submissions to the ATO can be made from 1 April 2025 onwards.
🔗 For more details, visit the ATO website.

We’re excited to introduce two powerful new features that make financial reporting even more flexible and professional!

📑 Export financial reports to Word

Now, you can export your financial reports directly to Microsoft Word (.docx). This allows for easier customization, formatting, and branding, giving you full control over your report presentation.

✂️ Custom page breaks

With custom page breaks, you can now manually insert breaks exactly where you need them, ensuring your reports are clean, professional, and easy to read.

✅ Both features are available in the Pro version of Financial Reports and Legal Documents.

We’re improving the way you manage tax depreciation in LodgeiT. You can now add pools and assets directly into the Company, Trust, Partnership and Superfund tax returns.

You can seamlessly migrate existing assets if you’ve used our depreciation tool before. LodgeiT will map pools and assets to their appropriate sections on the tax return, eliminating the need for manual entry.

Supported tax returns

• Company Tax Returns (CTR) – from 2022 onwards
• Trust Tax Returns (TRT) – from 2024 onwards
• Partnership Tax Returns (PTR) – from 2024 onwards
• Self-Managed Super Fund Annual Returns (SMSFAR) – from 2024 onwards

⚡ Quick asset entry

Easily add new assets on a single screen for a faster, more efficient workflow.

As the holiday season approaches, we’re excited to bring you a fresh update to make your workflows smoother and more efficient. Here’s what’s new and noteworthy:

🎁 Updates

1️⃣ CGT Worksheet Updates
You can now correctly split the "Less costs incurred" among the owners in the CGT worksheet.

2️⃣ Work Dashboard Export
You can now export your work items to Excel or CSV! Access this feature via the 3-dot menu on your dashboard or visit the Export Page.

3️⃣ Filter for Not Suspended Forms
We’ve added a Not Suspended filter to the work and form dashboards, helping you focus only on active, non-suspended forms. This feature will be available starting 26th December. 

📅 Holiday Support and Schedule

✅ ATO Systems Availability
Great news! The ATO systems will remain operational during the Christmas shutdown period with no planned maintenance.

🕒 LodgeiT Support Team Holiday Schedule
Our Support Team will be taking a festive break from 5 PM AWST on Friday, 20th December 2024, and we’ll be back in full swing on 6th January 2025. While response times may be a little slower, rest assured, we’re still here to help with any urgent concerns. 

From all of us at LodgeiT, we’d like to wish you a Merry Christmas and a Happy New Year! May your holidays be filled with joy, relaxation, and plenty of good cheer.
Thank you for being part of our journey in 2024. We look forward to an exciting year ahead with you!

Warm regards,
The LodgeiT Team

🖨️ Print lodgment receipts

You can now easily print your lodgment receipts! Just click the Print button on the tax return lodgment receipt page to save a hard copy or a digital version for your records.

🔓 Unlock lodged forms

Now you can unlock lodged forms. It can help in cases when you need to relodge the form. You can also set permissions to control who has access to this feature, ensuring secure and managed use. 

You now have the ability to unlock lodged forms, which is particularly useful if you need to relodge a form. Additionally, you can set permissions to control who is able to unlock forms.  

⚠️ End of support for certain ATO forms

Please be informed that that effective immediately, we will no longer support the following ATO forms:

• CTR (2011–2013)
• TRT (2011–2013)
• PS (2011–2017)
• SMSFAR (2012–2013)
• IEE (2010–2020)
• FTER (2011–2020)

This decision is due to the Australian Taxation Office (ATO) deactivating support for these services, meaning they are no longer available for submission.

You can find the list of forms supported by LodgeiT here.

✅ TPAR & TFNR Lodgment Issue Resolved

The issue with TPAR (Taxable Payments Annual Report) and TFNR (Closely Held Trusts TFN Report) lodgment errors has been resolved. 

LodgeiT is now receiving proper responses from the ATO, ensuring that lodgment status is accurately reflected within the system.

You can now lodge TPARs & TFNRs as usual, and the status should update correctly in LodgeiT without errors.

Please note: Do not re-lodge any forms that previously showed errors unless you have confirmed they were not lodged successfully on the ATO portal.

We are pleased to inform you that the issue with TPAR (Taxable Payments Annual Report) and TFNR (Closely Held Trusts TFN Report) lodgment errors has been resolved. 

LodgeiT is now receiving proper responses from the ATO, ensuring that lodgment status is accurately reflected within the system.

You can now lodge TPARs & TFNRs as usual, and the status should update correctly in LodgeiT without errors.

Please note: Do not re-lodge any forms that previously showed errors unless you have confirmed they were not lodged successfully on the ATO portal.

Thank you for your patience and cooperation. If you encounter any further issues, please do not hesitate to reach out to our support team.

We are currently experiencing an issue where the ATO is not returning the proper response for TPAR (Taxable Payments Annual Report) lodgments. This results in lodgment errors being displayed in LodgeiT, despite the lodgments being successfully accepted by the ATO.

What to do if you encounter this error:

• Do not lodge the TPAR again.
• Instead, log in to the ATO portal to check the status of your lodgment.
• If the lodgment is confirmed on the ATO portal, simply mark the form as lodged in LodgeiT.

We appreciate your understanding and are working closely with the ATO to resolve this issue as soon as possible. Thank you for your patience.