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 26

• Account
• To use QuickBooks 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 Accountant User 24

• QuickBooks user - Sign in to Lodgeit
• How to Connect QuickBooks Accountant to Lodgeit
• Billing page: QuickBooks ProAdvisor Subscription
• Client Sync (QuickBooks from/to Lodgeit)
• Switching Sign-In (from QuickBooks App to Lodgeit Direct Login)

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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 78

• 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 81

• 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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Conversion Guide (Client Import/Migration) 12

• Client Migration Process
• Direct Client Import / Migration
• Pattern for Client Import (optional)
• Bulk Import Clients and Assign Teams
• Client groups bulk import (existing client)

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