Practitioner EditionPractitioner Edition: End of Year processing

11.8.5 Year End Processing: Online Tax Return Lodgement – Import Data File to LodgeIT

After you have downloaded the file and are ready to lodge, simply log into your LodgeIT account with your email address and password.

Sign in to your LodgeIT account

To import the XML file from your desktop (or other saved location):

  1. Create a form by choosing FORMS from the main menu and then selecting Self Managed Superannuation Tax Return (SMSFAR) from Add Forms
    LodgeIT forms list
    A partly completed form will be displayed.

    Partly completed tax return form

  2. Click IMPORT.
    Import button
  3. Click the displayed Mclowd logo.
    Mclowd Logo
  4. Click YES when asked if you wish to overwrite all exiting data on the form. The data imported from Mclowd will correctly overwrite any existing data.
    Click YES to overwrite default data
  5. Click the folder icon to locate the XML file you downloaded from Mclowd.

    Click folder icon to choose import file

Your form will now be populated with data imported from Mclowd, and almost ready for lodgement.




about the author:

Lorraine Cobcroft

With a background in accounting and financial management, followed by two decades writing software documentation, Lorraine joined the Mclowd team in mid-2016 and is enjoying working with a dynamic team to enhance an innovative product that has the potential to revolutionize the way Australians manage their retirement funding. Lorraine is also an accomplished business writer, ghost-writer, novelist and short-story writer and poet.

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