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LODGEY

Prompt patterns

Lodgey responds best to clear, specific prompts. Below are tested patterns grouped by task. Copy them, adapt the details, and paste into the chat.

Starting a session

Section titled “Starting a session”

Full tax return

Section titled “Full tax return”
I need to lodge my tax return for FY2026. I have 2 investment properties
and 1 employer. I'll upload documents as we go.

PAYG withholding variation

Section titled “PAYG withholding variation”
I want to apply for a PAYG withholding variation for FY2026.
I have 3 properties and my salary is roughly $120k.

Capital gains calculation

Section titled “Capital gains calculation”
I sold my property at 15 Maple Street, Richmond in March 2026.
I need to calculate the capital gain. I have the PEXA settlement
and original purchase contract ready to upload.

Pick up where you left off

Section titled “Pick up where you left off”
What did we cover last time? What's still missing?

Lodgey will read the project memory and give you a status summary.

Uploading documents

Section titled “Uploading documents”

Single document

Section titled “Single document”

Upload the file and say:

This is the PEXA settlement statement for 15 Maple Street.

Providing context helps Lodgey categorise faster. But it also works without context — Lodgey will identify the document type from its contents.

Batch upload

Section titled “Batch upload”

Upload multiple files and say:

These are all the documents for my property at 22 Oak Avenue.
There should be a loan statement, insurance renewal, and rates notice.

Lodgey will process each one, file evidence, and summarise what it found.

Unknown document

Section titled “Unknown document”
I'm not sure what this document is — can you read it and tell me
what's relevant?

Searching Gmail

Section titled “Searching Gmail”
Section titled “Broad search”
Search my email for anything related to my property at 10 Elm Court, Pakenham.
Section titled “Targeted search”
Search Gmail for rate notices from Cardinia Shire Council for FY2026.
Look for any emails from ANZ about my home loan ending in 4521.

After a gap analysis

Section titled “After a gap analysis”
You said I'm missing insurance for 10 Elm Court — can you search
my email for it?

Checking progress

Section titled “Checking progress”

Status check

Section titled “Status check”
What's my current progress? What do we have and what's missing?

Gap analysis

Section titled “Gap analysis”
Run a full gap analysis against ATO requirements.

Audit

Section titled “Audit”
Audit my evidence pack — check everything is consistent
and nothing is missing before I generate a report.

Tax calculations

Section titled “Tax calculations”

CGT estimate

Section titled “CGT estimate”
Estimate the capital gain on 15 Maple Street. I bought for $520k
in 2019 and sold for $780k. Show me the cost base breakdown.

Negative gearing benefit

Section titled “Negative gearing benefit”
Show me the negative gearing tax offset for 22 Oak Avenue
given my income of $95,000.

PAYG variation estimate

Section titled “PAYG variation estimate”
Calculate how much my PAYG withholding would reduce if I apply
for a variation with all my current properties.

What-if planning

Section titled “What-if planning”
What if I prepaid 12 months of interest before June 30?
How much would that save in tax?

Multi-year forecast

Section titled “Multi-year forecast”
Project the cashflow for 22 Oak Avenue over the next 10 years
assuming 3% rent growth and current interest rates.

Workbook and reports

Section titled “Workbook and reports”

Update the live report

Section titled “Update the live report”
Update my live report with everything we've discussed.

Format the spreadsheet

Section titled “Format the spreadsheet”
Make the Rental Schedule look professional — headers, totals,
number formatting, the works.

Download

Section titled “Download”
Generate a downloadable Excel report of my full tax position.

Add a new sheet

Section titled “Add a new sheet”
Create a CGT Calculator sheet for 15 Maple Street with
all the cost base elements we've identified.

Corrections

Section titled “Corrections”

Fix a fact

Section titled “Fix a fact”
Actually, my weekly rent for 22 Oak Avenue is $480, not $450.

Lodgey will immediately update the situation and recalculate affected figures.

Change property details

Section titled “Change property details”
The loan for 10 Elm Court was refinanced in November 2025.
The new lender is Macquarie with a rate of 5.99%.

Tips for better results

Section titled “Tips for better results”

  1. Be specific about properties — use full addresses. Lodgey tracks multiple properties and needs to know which one you mean.

  2. Mention the financial year — “FY2026” removes ambiguity about which period you’re working on.

  3. Tell Lodgey what the document is when uploading — “This is the loan statement for my ANZ account” is faster than making Lodgey guess.

  4. Use the clickable options — Lodgey presents structured choices at every step. Clicking is faster than typing and helps keep the conversation on track.

  5. Ask “what’s missing?” often — this triggers a gap analysis that shows exactly where you stand.

  6. Don’t repeat yourself — within a project, Lodgey remembers everything from previous sessions. Start new sessions with “What did we cover last time?” instead of re-explaining.

  7. Let Lodgey search your email — it’s often faster than hunting for documents yourself. Lodgey will run multiple targeted searches and summarise what it finds.