LodgeiT

What LodgeiT does

LodgeiT (legal entity: Lodge IT Pty Ltd) is an Australian cloud-based tax compliance platform providing preparation and direct electronic lodgement of Australian Taxation Office forms via the Standard Business Reporting (SBR) protocol. Founded around 2014 with documented SBR presence since the 2011 financial year, the platform is headquartered in Perth, Western Australia and operates on AWS infrastructure within Australia. It serves tax agents, bookkeepers, BAS agents, small-to-medium businesses, SMSF trustees, and family offices across 1,000+ Australian accounting firms including EY.

The platform encompasses core modules for company, trust, partnership, SMSF, individual, BAS, FBT, PAYG, and TPAR returns, supported by feature modules including statutory financial reports, electronic working papers, reconciliation tools, depreciation calculators, share register and franking account management, e-signature workflows, and KYC/AML compliance controls. Technology differentiators include the LodgeiT Smart Excel Utility (LSU) for cross-platform data extraction, AI-driven automatic data classification (ATSA 2014 Innovation Award winner), native API integrations with Xero, QuickBooks Online, MYOB and ten+ secondary accounting platforms, and the Tax Genii AI Copilot for tax research and legislation reasoning. The company is ISO 27001:2022 certified and references SOC 2 compliance.

The business model is primarily transaction-based: users prepare tax forms for free and pay per lodgement ($120+GST for company returns, from $60 for trust returns), with subscription/package plans available for tax agents seeking bulk lodgement credits and franchisee licenses for multi-account management. A flagship QuickBooks Tax Partner relationship drives distribution, with QuickBooks Pro Advisors receiving free annual subscriptions as an acquisition lever. GTM combines self-serve product-led growth for SMBs, sales-led enterprise motion for large firms, and channel partnerships across the Intuit, Xero, and MYOB ecosystems. R&D exploration extends into blockchain settlement (LodgeiT Labs) and algorithmic accounting, though these remain experimental.

Name

LodgeiT

Legal name

Lodge IT Pty Ltd

Website

https://lodgeit.net.au

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

LodgeiT is an Australian cloud-based tax compliance platform enabling tax agents, bookkeepers, and SMBs to prepare and electronically lodge ATO tax returns via Standard Business Reporting, serving 1,000+ accounting firms including EY.

Ownership category

akta.pro rank

Headquarters

HQ city

Not specified

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Per-Lodgement Transaction Fees: Users pay a one-time fee when lodging tax returns. Company tax return costs $120+GST, trust tax return from $60. The platform is free to use until lodgement, making it accessible for compliance preparation.
2. Subscription/Package Plans: Tax agents and accountants can purchase package subscriptions for bulk lodgement credits. Franchisee licenses allow managing multiple accounts with assigned licenses.
3. QuickBooks ProAdvisor Program: QuickBooks Pro Advisors receive free annual LodgeiT subscription as part of Intuit's partner ecosystem. This drives user acquisition while generating referral value.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

LodgeiT is a cloud-based, multi-functional Australian tax compliance platform that prepares and electronically lodges tax returns and activity statements directly to the ATO via the Standard Business Reporting (SBR) protocol. It supports Company, Trust, Partnership, SMSF, Individual, BAS, FBT, PAYG and TPAR forms, and integrates natively with Xero, QuickBooks Online and MYOB to import and classify financial data automatically. The platform serves tax agents, bookkeepers and business owners with a freemium preparation model and per-lodgement or subscription fees.

Product overview

LodgeiT is an all-in-one cloud-based tax compliance platform providing multi-functional tax form preparation and lodgement for the Australian market. The core platform (LodgeiT Cloud Platform) serves accountants, bookkeepers, and business owners through a unified interface, with individual modules for each tax form type: Company Tax Return, Trust Tax Return, Partnership Tax Return, Superannuation Fund Tax Return (SMSFAR), Individual Tax Return, Activity Statement (BAS), Fringe Benefit Tax, PAYG Payment Summary, and TPAR. Supporting feature modules include Statutory Financial Reports (SPFR), Electronic Working Papers, Reconciliation Tools, Depreciation Tools, Share Register & Franking Account, E-Signature, KYC/AML, Legal Document Templates, and Tax Genii (AI copilot). The platform integrates natively with Xero, QuickBooks Online, MYOB, and via the proprietary LodgeiT Smart Excel Utility (LSU) with Reckon, HandiLedger, MYOB variants, Tally, BGL, and other accounting software. LodgeiT connects directly to the ATO via Standard Business Reporting (SBR) for electronic lodgement. Experimental R&D offerings are organized under LodgeiT Labs (Livestock, Algorithmic Accounting, MERc blockchain token, and general R&D).

Differentiator

Problem solved

Functional benefit

Brands

• Tax Genii: AI Copilot feature - an AI tax research assistant designed to help with tax-related queries.

Products and services

• LodgeiT Cloud Platform Cloud-based, multi-functional tax software platform for Australian tax form preparation and lodgement via ATO Standard Business Reporting (SBR). Designed for accountants, bookkeepers and business owners to prepare and lodge company, trust, partnership, SMSF, individual, BAS, FBT, PAYG and TPAR returns with native integration to Xero, QuickBooks Online and MYOB.
• LodgeiT Smart Excel Utility (LSU) Proprietary Excel add-in tool that extracts and transforms financial data from a wide range of accounting software (Xero, QuickBooks, MYOB, Reckon, HandiLedger, Tally, MYOB desktop variants, etc.) into XML format for import into LodgeiT tax forms. Supports data classification and account mapping for accounting platforms without direct API integration.

Quantifiable outcome

• Company tax returns can be lodged in approximately 30 minutes with the platform
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration17 records

AI capability2 records

Feature10 records

Partnerships

Five partnerships are on record, tiered flagship, core and minor.

• QuickBooks (Intuit)flagshipTechnology or Integration · 1 January 2023Official Australian Tax Partner of QuickBooks. LodgeiT is listed in the Intuit Apps Store after security testing by Synopsys. QuickBooks Pro Advisors receive a free annual LodgeiT subscription. Deep API integration allows QBO accountants to access LodgeiT directly from QuickBooks, sync client data, and lodge tax returns seamlessly.
• XerocoreTechnology or IntegrationNative integration with Xero accounting software. Users can sign in with Xero credentials, import financial data, and prepare tax returns from Xero-sourced information. Multiple articles and videos support the Xero integration workflow.
• MYOBcoreTechnology or IntegrationIntegration with MYOB AccountRight Live and MYOB Essentials. Supports API-based import and LSU (LodgeiT Smart Excel Utility) extraction for MYOB desktop and cloud products.
• Australian Taxation Office (ATO)flagshipTechnology or IntegrationRegistered Standard Business Reporting (SBR) Partner enabling direct electronic lodgement of tax forms with ATO. One of the first SBR platforms available since 2011. Supports ATO Online Services, MyGov ID authentication, and direct lodgement through ATO systems.
• eWAY Payment GatewayminorOthersThird-party payment processor for online credit card transactions. All LodgeiT payments are processed through eWAY which is an authorized processor for major Australian banks. Transactions are secured with 128-bit SSL and encrypted storage.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Xero: Dominant Australian cloud accounting platform that LodgeiT integrates with natively; offers broader workflow, payroll, and BAS, and could choose to deepen tax lodgement functionality to compete with LodgeiT.
• Wolters Kluwer CCH (Australia): Global tax and accounting compliance platform with a presence in Australia serving mid-market and enterprise accounting firms; offers broader practice, tax, and audit workflows that overlap with LodgeiT's enterprise customer opportunity.
• MYOB: Major Australian and New Zealand accounting software provider whose AccountRight Live and Essentials products integrate with LodgeiT; competes in the SMB compliance space with broader portfolio offerings.
• Intuit QuickBooks (Australia): Flagship partner of LodgeiT as official Australian Tax Partner; broader SMB accounting platform that could in-source tax lodgement or shift partner economics, representing both a key distribution channel and competitive threat.

Emerging players

• Saasu: Australian cloud accounting platform serving SMBs and accountants with BAS and basic tax compliance; smaller-scale competitor to the LodgeiT/Xero/MYOB ecosystem for self-lodge SMB users.
• Karbon: Australian accounting practice management and workflow software serving a similar tax-agent and bookkeeping customer base, with adjacent workflow automation that could be extended into tax compliance.

Direct peers

• Class (now Class Wealth/Class Super): Australian SMSF administration and accounting software that directly overlaps with LodgeiT's SMSF tax return module and the broader Australian tax compliance workflow for accounting practices.
• BGL Corporate Solutions (SimpleFund 360 / Simple Invest 360): Australian compliance platform for SMSFs, companies, trusts and partnerships with direct data-import integration to LodgeiT; competes in the same multi-entity compliance and lodgement segment.
• Reckon (Reckon One / Reckon APS): Australian accounting practice and SMB software with tax and compliance modules that overlap with LodgeiT's practice-focused tax lodgement offering; supports data import via LodgeiT's LSU utility.
• HandiSoft / HandiTax: Australian accounting practice software offering company, trust, partnership and SMSF compliance, overlapping directly with LodgeiT's tax form portfolio and Australian practice customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubelodgeit.net.au/youtube-playlist
• Xx.com/lodgeit

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LodgeiT