LodgeiT

Sign-up Process 8

• Learn LodgeiT via GotoWebinar (Live Demo)
• Sign-up / Create Account
• LodgeiT’s Interface and Guide
• LodgeiT Overview Process
• Tax Agent Demo 2021

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Account and Security 20

• Account
• To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT
• Turn on 2-step authentication via Authenticator app
• 2FA 30days
• Reset Two-Factor Authentication

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QBOA User 12

• QBO user - Sign in to LodgeiT
• Migrate and Sync Clients from Quickbooks and from Other Accounting System in a Single Account in LodgeiT
• "Sorry, there was a problem!"
• How to Connect Accounting System to LodgeiT (QBO)
• Sync client details with accounting system

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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

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General Form Settings and Controls 30

• 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 38

• Intermediary VS. Business
• Gear Wheel
• Client Defaults
• Client Defaults: "Use tax agent as contact on all tax forms"
• Address option / "Use Tax Agent Details" (single client update)

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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
• Extract and Import Client list from Handisoft/Handitax

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