LodgeiT
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User Guide
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
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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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