An Intermediary will deal with client's under an Intermediary credential being - The Australian Business Number of the Intermediary in conjunction with a unique identifier being a Tax Agent Number or BAS Agent Number.

- An Intermediary including an accountant or bookkeeper will be able to manage multiple client organisations by Australian Business Number.

Be sure to add your accounting or bookkeeping business to LodgeiT . Use the + Symbol or via "Client"

Then Add Client.

After adding your accounting or bookkeeping business, navigate to "Settings"

In Settings > General, complete the following -

Related Article:

How to Configure Settings for a Company