LodgeiT

Sign-up Process 14

• Learn LodgeiT via GotoWebinar (Live Demo)
• LodgeiT Workshop and Online Training
• Sign-up / Create Account
• Getting Started Guide
• LodgeiT Overview Process

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Account and Security 25

• Account
• To use 'QuickBooks Online' Credentials to Sign-in to LodgeiT
• Set up 2-factor authentication
• How to Reset Two-Factor Authentication (2FA)
• E-signature Codes Security (SMS)

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'QuickBooks Online Accountant' User 25

• QuickBooks user - Sign in to LodgeiT
• How to Connect QuickBooks Online Accountant to LodgeiT
• Billing page: Pro Advisor Subscription
• Client Sync ('QuickBooks Online' from/to LodgeiT)
• Synchronise Client Details from LodgeiT to QuickBooks

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E-signature and Manual signing controls 28

• Signing Documents Electronically Under Corporations Act 2001
• E-signature Template
• Out To Sign: Using E-Signature
• Out To Sign: Manual Signature
• Settings - Primary Contact/Signatory

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General Settings 77

• Client Sections
• AI Support Agent and "Tax Genii" your AI Tax Research Assistant
• Intermediary
• Gear Wheel / Cog Wheel
• Settings (User/Firm)

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General Form Settings and Controls 79

• Dashboard - Work status filter and sort (team, form, period, client group)
• Forms Overview (Form Types)
• Form Workflow Sequence and E-signature
• How to see Lodged Form / Lodgement Receipt
• How to Amend a Tax Form

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Tax Systems Conversion Guide 11

• Client Migration Process
• Direct Client Import / Migration
• Pattern for Client Import (optional)
• Extract and Import Client list from Xero
• Client List: Extract and Import Client from Handiledger/Handisoft/Handitax/Sage One

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