Lodgeit Article:
- Client Settings
- Adding Client
- Settings - Teams/Access (Member and Client Owner and Assignee)
- Client List and Client Groups
- Synchronise Client Details from Lodgeit to QuickBooks
- Synchronise Clients with QuickBooks Accountant
- Extract Client List from Handisoft
- Extracting Client List from Elite
ATO services
You need to connect Lodgeit to ATO, and nominate Lodgeit as your sbr software provider, with this you can see the ATO Prefill to your client's form.
- Connect Lodgeit to ATO
- Onboarding a tax agent to manage the affairs of your client
- MyGov ID as Proof of Agent's Signature