LodgeiT
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User Guide
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
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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)
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'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)
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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 Settings
43
"Tax Genii" your AI Tax Research Assistant
Intermediary
Gear Wheel / Cog Wheel
Settings (User/Firm)
Settings - General
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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
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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
Client List: Extract and Import Client from Handiledger/Handisoft/Handitax/Sage One
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