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Changelog byAnnounceKit

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2 years ago

June 2022 Release Notes

Hey everyone! 

New tax season is coming and we are excited to announce new product features and updates for you 🎉 You can find our product updates webinar video here here.

Tax Forms 2022

The 2022 Tax forms are now available. LodgeiT will automatically create new forms for you in few days. We will ensure that relevant field values including work-related deductions and rental property addresses will roll forward from 2021 returns. Take a look at the ATO overview of key changes.

ITR ATO Benchmark

The individual income tax return ATO benchmark is an optional feature for current-year returns only. Based on client's occupation, it allows you to receive real-time messages for your clients regarding income and deductions that are unexpected.

Messaging for clients is available for the following labels: interest income and dividend income, work-related expenses, cost of managing tax affairs – other expenses incurred, other deductions – other (D15), rental interest, cost of sales and total expenses for sole traders.

ATO Benchmark will be available on 1st July.

Customize SPFR Financials

Now you can modify a structure of financials on SPFR. Add, rename, delete, drag & drop, collapse groups and line items to get a look you need. 

Additionally, you can duplicate your reports to keep changes for the next reporting period.

QuickBooks Import for BAS Analysers

Import BAS figures from QuickBooks into GST Trade, Payroll and Pay/Refund analysers to find different facts faster and easier. 

Other Improvements

  • Export all client relationships to CSV an Excel.
  • Integrated account validator now allows summing of any values through a given timeframe by selected type.
  • Lodgment and payment due dates as e-sign template variables.