LodgeiT
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User Guide
Recent Q & A
48
FAQ: SBR Partner
Q&A: Prior Year Tax Returns / Old Forms
FAQ: Lodgment confirmation
FAQ: Team member access
FAQ: No Accounting Software
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Sign-up Process
6
LodgeiT Overview Process
Getting Started for Tax Agents
Getting Started for Bookkeepers
Getting Started for Business Owners
Learn LodgeiT via GotoWebinar
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Account and Security
17
Account
To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
Turn on 2-step authentication via Authenticator app
Feedback
Organisation Log
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E-signature and Manual signing controls
6
Signing Documents Electronically Under Corporations Act 2001
E-signature Template
Out To Sign: Manual Signature
Out To Sign: Using E-Signature
E-Sign Notifications
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General Form Settings and Controls
20
Dashboard - Work status filter and sort (team, form, period, client group)
Form Workflow Sequence and E-signature
How to see Lodged Form / Lodgement Receipt
How to Create a Tax Form
How to Amend a Tax Form
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General Settings
33
Intermediary VS. Business
Gear Wheel
Human Icon
Business Owner to Lodge for Multiple entities
Using LodgeiT to Lodge for Multiple Entities / Switch Organisation (FOR TAX AGENT)
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Tax Systems Conversion Guide
5
Client Migration
Extracting Client List from Elite
Extract Client List from Handisoft
Client groups bulk import (existing client)
Pattern for Client Import (optional)
QBOA User
9
Sync client details with accounting system
Synchronise Client Details from LodgeiT to QBO
LodgeiT to QBO Client Sync - Export
LodgeiT to QBO Client Sync - Import
Connecting LodgeiT from/to QBO
See all 9 articles