LodgeiT

Recent Q & A 61

• 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

• Learn LodgeiT via GotoWebinar
• LodgeiT Overview Process
• Getting Started for Tax Agents
• Getting Started for Bookkeepers
• Getting Started for Business Owners

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Account and Security 16

• 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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QBOA User 6

• Use QBO credentials to register in LodgeiT
• Client Sync (QBO from/to LodgeiT)
• How to Connect Accounting System to LodgeiT (QBO)
• Sync client details with accounting system
• LodgeiT to QBOA > Sync > Individual with and without Business Name

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E-signature and Manual signing controls 9

• 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 26

• 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
• Use tax agent as contact on all tax forms (Client Defaults)
• Human Icon

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Tax Systems Conversion Guide 9

• Client Migration
• Pattern for Client Import (optional)
• Extract and Import Client list from Reckon Elite
• Extract and Import Client list from Handisoft/Handitax
• Client groups bulk import (existing client)

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