We are always looking for ways to make LodgeiT more efficient for accounting firms and help reduce manual work.
Please take a few minutes to tell us which tools and apps your firm uses. Your feedback will help us prioritise future integrations, platform improvements, and new features.
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.
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.
We have added three Legal Documents templates for company solvency resolutions:
Choose the template that matches how the company passes the resolution.
If you have feedback or questions about these updates, please contact us at support@lodgeit.net.au.
From 1 July 2026 the ATO no longer requires quarterly TFN reporting for closely held trusts. For most trusts the final quarterly report covered April to June 2026 and was due on 31 July 2026.
The ATO is decommissioning the service behind Closely Held Trusts TFN Report (TFNR) on 1 October 2026. Until 30 September 2026 you can still lodge a TFNR for any period up to the quarter ending 30 June 2026. After that you will not be able to lodge one, and the ATO has advised that prior-year reports will not be required.
Report beneficiary TFNs in the Statement of distribution of the Trust Tax Return (TRT) instead. From 2027 the trust tax return will include additional labels for beneficiaries who have not provided a TFN.
This does not change TFN withholding, and the separate Closely Held Trusts Annual Withholding Report (TFNWR) is not affected.
The 2026 tax season is almost here, and we’re pleased to share a few LodgeiT updates to help your firm get ready.
The 2026 tax forms will be available in LodgeiT for the new tax season. LodgeiT will automatically create new forms for you in the coming days, carrying forward relevant field values from your 2025 returns where applicable.
Please note that pre-fill data will become available from 1 July 2026 as the ATO receives it. Most pre-fill information is usually available by late July.
You can also review the ATO’s overview of key changes.
Activity Statement card payments are moving from beta to general release.
From 1 July 2026, this feature will be enabled by default for all LodgeiT firms. If your firm does not want Activity Statement payments enabled for clients, you can turn this feature off now in settings.
Once enabled, clients can pay their ATO amount payable by card after they e-sign an Activity Statement in LodgeiT. The payment uses the PRN from the Activity Statement, so there is nothing extra for the client to look up or enter.
A processing fee applies and is shown to the client before they confirm payment.
This can help your firm by:
You can read more about how Activity Statement payments work here.
If you have any feedback or questions about this release, please contact us at support@lodgeit.net.au.
We've rolled out a new round of updates to support tax preparation, financial reporting and workpaper workflows in LodgeiT.
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.
You can now export workpapers as either a PDF or a ZIP file, making it easier to share, archive, or review work outside LodgeiT.
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.
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.
The Fringe Benefits Tax (FBT) return for 2026 is now available.
📌 ATO rates remain unchanged.
📅 Submissions to the ATO can be made from 1 April 2026 onwards.
🔗 For more details, visit the ATO website.
We’re finalising support for the AMIT Tax Return in LodgeiT and are looking for users who can help us test the new form.
We’d love to hear from you if you expect to lodge at least 2 AMIT tax returns for the 2025 financial year. These lodgments will be free of charge.
Earlier lodgments would be especially helpful.
If you’re interested, please contact us at support@lodgeit.net.au or via the support widget.
We’ve rolled out a new round of updates to improve your overall experience in LodgeiT.
You can now attach supporting documents directly to a tax return for future reference or evidence. Keep everything connected to the right form, so when you need to review a return later, your supporting files are right where you expect them.
Supporting documents are stored in LodgeiT for your internal records only and are not sent to the ATO as part of lodgment.
You can now add CC recipients to an e-signature request. CC recipients will receive the same document notifications and can view and download the signed document, keeping everyone aligned without extra follow-ups.
LodgeiT now automatically prefills PAYGW details for activity statements, reducing manual entry and helping you lodge faster with fewer errors. A big thank you to everyone who participated in the beta and shared feedback, it helped us refine the experience before release.
We’ve simplified the amendment process! You can now create a tax return as an amendment right from the start. No need to create an original return first and mark it as lodged, which is especially helpful if the original was lodged in another software.
We’ve also introduced a new AI Assistant in LodgeiT, available via the Support button in the bottom right corner of your screen.
Our AI Assistant is designed to help you get answers faster. It can guide you through LodgeiT features, help troubleshoot and fix errors in tax returns, and help with general ATO-related guidance.
Next time you’re unsure about something or need quick guidance, give it a try. It’s there to help whenever you need it.
A few more enhancements to improve speed and workflow:
