Add related entities or Adding Client


Now navigate back to "Getting Started" in order to work on Add related entities.

If you are a business completing a company, trust or partnership tax return, yo should also add related entities, ie directors, beneficiaries & partners.

To add a client, you can either hit the + or select "Clients"

If you select "Clients", you will be presented with the management module where you can add or archive clients. (Deleting clients is not allowed in LodgeiT).

Use + or Add, you will be presented with a simple signup panel, If your client already exist in QBO or Xero, you can simply import their details. If not, add the necessary information manually in LodgeiT. 

Read more about adding/importing client list

Tick Sync client details with accounting systems if you are using QBOA and want to have the client details in your own customer details module in order to bill the client later.

Once you've added the client, we suggest that you immediately navigate to "Settings > General > Contact Details" and all other Settings tab in relation to the client and complete the relevant details to avoid form errors.

Related Article:

Client List and Client Groups - Once you've added some clients from a family group i.e. husband & wife, you can move on to define client relationships. This is an important step if you wish for LodgeiT to auto-fill information from husband to wife or from trust to individual as an example.

- Archive or Delete Client

- Settings-Import (From Accounting Software)

- To use QBO (QuickBooks) Credentials to Sign-in to LodgeiT?