How to schedule a form for Future Lodgement


How can I schedule a form to lodge on a future date?


To schedule for future lodgement simply enter the Effective Date as a future date within the interview form.



Once you have Completed the form, normally you would see the green Lodge button. Instead of the green Lodge button, there will be a box that says "Schedule Lodgement". This will display the date on which the the form will be lodged.


Note: If your settings usually have documents lodged automatically once signed, this will not apply to forms that have a Future Lodgement.

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