LodgeiT

Sign-up Process 11

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

View all 11

Account and Security 18

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

View all 18

'QuickBooks Online Accountant' User 12

• QuickBooks user - Sign in to LodgeiT
• Migrate and Sync Clients from 'QuickBooks Online Accountant and from Other Accounting System in a Single Account in LodgeiT
• How to Connect QuickBooks Online Accountant to LodgeiT
• Client Sync ('QuickBooks Online' from/to LodgeiT)
• 'QuickBooks Online' Clients duplicate after import (how to re-sync)

View all 12

E-signature and Manual signing controls 17

• 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

View all 17

General Settings 43

• "Tax Genii" your AI Tax Research Assistant
• Intermediary
• Gear Wheel / Cog Wheel
• Settings (User/Firm)
• Settings - General

View all 43

General Form Settings and Controls 32

• 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

View all 32

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

View all 11