To work with any entities and their forms, you need to ensure that all the necessary information about the client has been added to LodgeiT via their "Settings". If you fail to do this, you will encounter a range of difficulties.
Select your client via "Dropdown Arrow" from the left side OR via "Clients" from the right side.
Client's "Setting" is located below client's name
In this guide:
General
This section is for completing client's information. (User should fill the details to avoid form errors), learn more HERE
Contact Details
For Individual entity -
For Company, Partnership, SMSF, Trust, and Partnership.
The Primary Contact/Signatory is the person who receives, signs the tax return and used as a contact in tax payer's declaration on tax form. Learn more
For FOREIGN addresses State and Postcode are not required on tax forms (also not required to fill under Settings>Contact details). ATO requirement is that postcode is maximum 4 characters long. Workaround for this kind of issue is to left empty the said fields (State and Postcode) and add this either Line 1 or 2.
Note: for international/foreign number, click here
People
Use this section to store contact details of bank managers and other relevant business contacts.
Tax Returns
Is a feature where you can decide for tax returns details and controls, whether for the Tax Agent or the Clients'. Learn more
This section is ise for bank account (for ATO refunds) and company type details.
For tax agents, adding your bank details here will allow you to default your bank details onto client forms.
Client Verification
Depreciation
LodgeiT depreciation is primarily developed to solve for tax depreciation calculations. Depreciation calculated by LodgeiT is auto-injected into the tax forms. Learn more HERE
Team
Is a setting wherein you may customize and manage your member/user's access. Learn more HERE
Import
Is designed for import of accounting data. Learn more HERE
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