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 -