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product update

January 2023 Product Update

Document Management Additions

We’ve added new functionality to QuickBooks Online Accountant to help manage and track your client documents for all your clients, not just those using QuickBooks Online. This new document management functionality will allow you, your team and your clients to collaborate more effectively by ensuring files and documents can be uploaded and stored easily. 

Some highlights of the additional document management features include:

Folders: the ability to store, organise, name, create and move subfolders as needed

Folders

Editing capabilities: the ability to delete, move or download  single or multiple files at once

Editing capabilities

Set a document type: assign a document type—bank statement, invoice or receipt, for example—for easier organisation


Set a document type

Add notes: add contextual notes onto documents for you, your staff or your clients, allowing for easier two way communication and searching

Add notes

The ability to streamline document sharing and owning a truly shared document system aims to help your team stay organised as well as save time and manage files in a single location. 

For additional information, check out this community article

Grow Your Business with QuickBooks

QuickBooks Tax powered by LodgeiT updates

QuickBooks Tax powered by LodgeiT continues to add new functionality to make it easier for you to power through your tax and BAS workflow. Outlined below are the latest updates the LodgeiT team have added to the product. 

Proof of identity and client verification details

We added a new section to record all client verification details you need to keep as per TPB Practice Note 5/2022 Proof of identity requirements for client verification. You can find it on the client settings page.

Proof of identity and client verification details

Family Trust Election and Independent Educational Evaluation 

We added support for Family Trust Election (FTER) and Independent Education Evaluation (IEE) returns for 2021-2022 financial years. 

Foreign rent worksheet

You can now add Foreign Rent Worksheets on individual tax returns for the 2020-2022 financial years.

Save print profiles

When printing forms in LodgeiT, the system now saves your print options as your personal print profile so you don’t need to update them each time.

Other updates

  • All linked depreciation schedules to Rental worksheets are added to a co-owner tax return for printing. 
  • The total listed investment company capital gain deduction from dividends amount from Dividends worksheet is automatically transferred to the D8 field in the individual tax return form.
  • The “Has your postal address changed since completing your last tax return?” question has been added to the individual tax return form.
  • The ATO Benchmark functionality is available on lodged individual tax return forms.

Related Articles

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