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Frequently Asked Questions

We're thrilled to make your online tax return easier and stress-free. Whether you're filing for the first time or a seasoned pro, Lodge Pro has you covered with step-by-step FAQ guides.

General

1. What is Lodge Pro?

2. How does Lodge Pro work?

3. Can Lodge Pro help me maximize my tax return?

4. Can I file multiple years tax returns using Lodge Pro?

My Account

1. Do I need to Sign up?

2. What information do I need to provide when signing up?

3. How do I change and check my account details?

4. How do I reset my password?

5. What should I do if my account has been suspended?

Get Started

1. How do I get started with Lodge Pro?

2. Is creating a profile mandatory to use Lodge Pro?

3. Why do I need to verify my ID?

4. How long does it take to lodge a tax return through the software?

Tax Return - Income

1. How can I determine if my income qualifies as Personal Services Income (PSI)?

2. What are the tax implications if my income is PSI?

3. Can I earn PSI through a company or trust?

4. What deductions can I claim if my income is PSI?

5. Is the Living Away from Home Allowance (LAFHA) taxable?

6. Do I need to declare joint account interest?

7. Where can I access my PAYG summary or income statement?

8. How do I report foreign income on my tax return?

9. Can minors file tax returns for unearned income?

10. How should I report capital gains?

11. Can I reduce my capital gains?

12. What happens if I inherit an asset?

Tax Return - Deductions

1. What is required to claim self-education expenses?

2. How do I claim deductions for charitable donations?

3. Can I claim home office expenses?

4. What can I claim under vehicle and travel expenses?

5. Can I claim costs for managing my tax affairs?

6. Are there deductions for investment expenses?

7. What should I do if I don’t have receipts for my deductions?

8. How do I claim deductions for repairs and maintenance?

9. Can I claim deductions for clothing expenses?

10. What are the criteria for claiming travel expenses?

11. Are there limits on claiming work-related expenses?

12. Can I claim internet and phone expenses for work?

13. Can I claim depreciation on tools and equipment used for work?

14. What expenses can I claim if I work from home?

15. What methods can I use to calculate depreciation?

16. Can I claim immediate deductions for small business assets?

Tax Offsets

1. How do I know if I’m eligible for Seniors and Pensioners Tax Offset (SAPTO)?

2. What information do I need to provide to claim SAPTO?

3. What are the code letters for SAPTO, and how do I choose the right one?

4. Can I claim SAPTO if I was incarcerated for the entire income year?

5. How is the SAPTO amount calculated?

6. What if I’m eligible for SAPTO but my spouse is not?

7. Where can I find the SAPTO calculator?

8. What is an Australian Superannuation Income Stream?

9. How do I report my superannuation income stream on my tax return?

10. Can I claim investment fees or personal contributions as expenses against my superannuation income stream?

11. What is the income threshold for the T3 superannuation contributions tax offset?

Tax Return Review

1. What is the purpose of the tax accountant review?

2. How long does the review process typically take?

3. What happens if the tax accountant needs additional information?

4. Will I be notified once my tax return has been reviewed?

5. What qualifications do the tax accountants have?

6. Can I contact my tax accountant during the review process?

Legal & Security

1. Is Lodge Pro secure?

2. What type of data does Lodge Pro collect?

3. How does Lodge Pro protect my financial data?

4. Is my data shared with third parties?

5. Where is my data stored?

6. What security certifications does Lodge Pro have?

7. Can I access and correct my personal information?

8. How long does Lodge Pro retain my data?

9. Can I opt out of marketing communications?

10. What steps does Lodge Pro take against unauthorized access?

11. What should I do if I detect suspicious activity on my account?

12. How can I ensure my data stays protected while using Lodge Pro?

Support

1. How does the AI chatbot help with tax filing at Lodge Pro?

2. Can the AI chatbot handle complex tax issues?

3. What is Omni-Channel Support at Lodge Pro?

4. How can I switch from the chatbot to a live agent?

5. Is my conversation history saved when switching between channels?

6. Can I get help outside of regular business hours?

7. Which channels can I use to contact Lodge Pro support?

8. How can I track the status of my tax return after submission?

Payment and Refund

1. What payment methods do you accept?

2. Can I change my pricing plan after I’ve made a payment?

3. What happens if I experience issues during the payment process?

4. Can I get a refund if I’m not satisfied with the service?

5. How long does it take for a refund to be processed?

6. What is the refund request process?

7. Are third-party fees refundable?

8. Can I receive a partial refund if I only used part of the service?

Record Keeping

1. How does Lodge Pro assist with record keeping?

2. How long are my records stored in Lodge Pro?

3. Can I upload additional documents for my tax return?

ATO Communications

1. How does Lodge Pro interact with the ATO on my behalf?

2. Will I be notified of updates from the ATO?

3. Can Lodge Pro help me resolve disputes with the ATO?

Other

1. Can I use Lodge Pro for Business Tax Lodgments?

2. Does Lodge Pro provide support for expatriates?

3. Can I lodge amendments to my tax return using Lodge Pro?

4. Can Lodge Pro help with tax planning for future years?

If you need any support?

I think we ought to ban earmarks. I think we ought to give citizens the opportunity.

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