We’ve rolled out a new round of updates to improve your overall experience in LodgeiT.

📎Supporting documents on tax forms

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.

📩 CC recipients for e-signature requests

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.

✨ Prefill PAYGW for activity statements

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.

📝 Amending tax returns is now simpler

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.

🤖 Meet our AI assistant 

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.

🔧 Other updates

A few more enhancements to improve speed and workflow:

• Import depreciation assets directly into the depreciation tool
• Improved performance for tax returns with a large number of worksheets
• Faster printing performance on tax returns
• Sort clients and forms by client code