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
General Contact Details. In this case, we are completing the details for a company and so the signatory must be noted.
"Settings > Contact Details" for Individual entity -
"Settings > Contact Details" for Company, Partnership, SMSF, Trust, and Partnership.
Note that Primary Contact/Signatory is the person who receives, signs the tax return, SPFRs and used as a contact in tax payer's declaration on tax form.
The LodgeiT user (tax agent) needs to "Untick" the box if he wants the tax form to be sent to himself as agent of the client. Learn more
Note: for international/foreign number, click here
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.
Define Client Relationship
Adding clients Archiving Clients / Delete Client