LodgeiT

Recent Q & A 44

• 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 35

• 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 CSV Client Import

QBOA User 3

• LodgeiT to QBO Client Sync - Synchronise client details
• LodgeiT to QBO Client Sync - Export
• LodgeiT to QBO Client Sync - Import