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LodgeiT

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  • What's New
  • User Guide
    • Sign-up Process
      • Learn LodgeiT via GotoWebinar (Live Demo)
      • LodgeiT Workshop and Online Training
      • Sign-up / Create Account
      • Getting Started Guide
      • LodgeiT Overview Process
      • LodgeiT’s Interface and Guide
      • Organisation Details "Profile"
      • Getting Started for Tax Agents
      • Getting Started for Business Entity/Owners (non-agent)
      • Getting Started for Bookkeepers
      • Tax Agent Demo 2021
      • BAS Agent/Bookkeeper to Lodge Tax Form
    • Account and Security
      • Account
      • To use 'QuickBooks Online' Credentials to Sign-in to LodgeiT
      • Set up 2-factor authentication
      • Reset Two-Factor Authentication
      • E-signature Codes Security (SMS)
      • Unable to received SMS code (Error: Unknown error attempting to reach phone)
      • Feedback and Contact Support
      • Organisation Log
      • Electronic Fund Transfer (EFT) Report / EFT Reconciliation Settings
      • Switch Accounting Software
      • How to check SBR Outage, Scenario and Description
      • Managing Lastpass extension issue
      • How to change LodgeiT account email address
      • How to change LodgeiT account password
      • LodgeiT's Security, Compliance, and Storage
      • Turn-off browser's auto complete function
      • Email Not Verified
      • SBR Connection to ATO via Phone
    • 'QuickBooks Online Accountant' User
      • QuickBooks user - Sign in to LodgeiT
      • How to Connect QuickBooks Online Accountant to LodgeiT
      • Client Sync ('QuickBooks Online' from/to LodgeiT)
      • Synchronise Client Details from LodgeiT to QBO
      • QBOA User Sign-in Issue (2 Different email/login)
      • Migrate and Sync Clients from 'QuickBooks Online Accountant and from Other Accounting System in a Single Account in LodgeiT
      • How to Re-sync / 'QuickBooks Online' Clients duplicate after import
      • Contact Details Mapping (LodgeiT > 'QuickBooks Online')
      • Company Tax Return via 'QuickBooks Online'
      • LodgeiT to 'QuickBooks Online Accountant' Sync to Individual with and without Business Name
      • Team Member Cannot link 'QuickBooks Online' client - "You do not have permission to access the resource"
      • "Sorry, there was a problem!"
      • Error: Resource not found
      • QuickBooks "Company ID"
      • How to change from "LodgeiT subscription plan" to "QuickBooks Pro Advisor Subscription"
      • QuickBooks Organisation ALREADY EXIST / Same ABN and TFN
      • QuickBooks "Assign Admin"
    • E-signature and Manual signing controls
      • Signing Documents Electronically Under Corporations Act 2001
      • E-signature Template
      • Out To Sign: Using E-Signature
      • Out To Sign: Manual Signature
      • Settings - Primary Contact/Signatory
      • Automatic E-sign Reminders
      • E-Sign Notifications
      • E-sign status card
      • Send E-sign Reminder (Bulk/Manual Approach)
      • How to change e-sign signatory?
      • How to cancel the form that has been sent for e-signature?
      • E-Signature for "Financial Reports"
      • Agent Access to a Signed Tax Return
      • Client Access to a Signed Tax Return
      • Client Unable to Sign E-Signature Request
      • E-signature Authenticator (SMS or Birthdate)
      • Audit Trail for "Out To Sign"
      • Esignature request (mail) as "Junk"
      • Outlook: Recall the Sent Email (Form esignature request)
    • General Settings
      • "Tax Genii" your AI Tax Research Assistant
      • Intermediary
      • Gear Wheel / Cog Wheel
      • Settings (User/Firm)
      • Settings - General
      • Settings - Contact Details
      • Settings - People
      • Settings - Tax
      • Client "Settings"
      • Human Icon
      • Client Defaults (Contact Source for Tax Form)
      • Add related entities / Adding Client
      • Managing Client
      • Primary Contact's "Additional Email" address
      • Single Client Update for "Contact Source" on Tax Returns
      • Client Export/Extract (CSV or Excel)
      • Business Owner (Non Agent) to Lodge for Multiple entities
      • Client Details Card
      • Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)
      • Define Client Relationship
      • Invite LodgeiT Team (for Concern / Issues)
      • Lodgement List & Dates
      • Client List and Client Groups
      • How to search a client?
      • How to see Lodged forms
      • Archive or Delete Client
      • Knowledge base
      • Fast Navigation - Forms (Keyboard)
      • How to create a Form? (Form Types)
      • Rollover
      • How to change the language settings on your Google chrome browser
      • Authentication Method for E-signature (Client Defaults)
      • Teams: How to Invite Team Members and Restrict Team Access
      • Fixing Date Display Issue in Google Chrome
      • Troubleshoot: To disable "Agent contact details"
      • Settings - Teams/Access (Member and Client Owner and Assignee)
      • What is a Team Member "Access"?
      • Client Verification
      • Re-assign Email Address to New Team Member
      • Reset Password
      • Transfer "Assigned clients" to other "Member"
      • Adding Multiple Companies (Non Tax Agent)
      • TFN Details (Team Access)
      • Unlock "Lodged" Form
      • Electronic funds transfer consent
      • Franking account balance or transaction listing
      • EFT Reconciliation Statements "Financial Institution Account details already exist for another registered agent number"
      • Switch Organisation
      • How to remove a team/user
      • Automatic Renewal of Machine Credentials in LodgeiT
      • Default Printer / Printing Activity
    • General Form Settings and Controls
      • Dashboard - Work status filter and sort (team, form, period, client group)
      • Form Workflow Sequence and E-signature
      • How to see Lodged Form / Lodgement Receipt
      • How to Create a Tax Form
      • How to Amend a Tax Form
      • Activate Financial Picture / Manage Section of the Tax Form
      • Bulk or Multiple "Sign and Lodge" of Tax Return
      • Lodgment progress status
      • Form Status (lodgement issue)
      • Part Year Spouse
      • Add Spouse
      • How to "Activate" or "Deactivate" Spouse section?
      • Audit Trail and Document History
      • How to reverse form to "Draft" status again?
      • How to Modify Due Date on Form
      • How to Restrict other team members from viewing a form?
      • How to Print/Download the Form
      • How to Suspend/UnSuspend a Form
      • How to "mark form as lodged manually"
      • How to see the Prefill of ATO button
      • Substituted Accounting Period (SAP)
      • How to tag "Relationship" (not a client)
      • Outcome of Assessment (OoA)
      • Error: "Lodged - OoA Error"
      • ATO Status
      • International Mobile Number
      • How to Export List of Tax Forms
      • Dividend and Interest "Address"
      • ATO Identifier
      • How to remove or delete a form?
      • CMN.ATO.GEN.500127
      • Creating Tax Form: Appropriate or Correct Form not showing on the 'Add' options
      • Pre-lodge in Background
      • Click "here" to fill quarterly paid instalment values. This will also pull your lodged activity statements for the return's year.
      • "Unlock" Lodged forms
      • Print lodgment receipts
      • TFN Report
      • How to view the list of tax forms of a specific client?
      • How to remove the "Lodgement Declaration" when printing the tax form?
      • Colors of Error and Warning
      • Compare Prior Year Figures (Current and Previous Year)
      • Supported forms and schedules
      • How to "Deactivate" Business schedule
      • Remove item not related to "Business"
      • Viewing list of tax forms via Dashboard
      • Income Tax Client Report (ITCRPT)
    • Tax Systems Conversion Guide
      • Client Migration Process
      • Direct Client Import / Migration
      • Pattern for Client Import (optional)
      • Extract and Import Client list from Xero
      • Client List: Extract and Import Client from Handiledger/Handisoft/Handitax/Sage One
      • Extract and Import Client list from Software Assistant-Thomson Reuters
      • Client Data: Extract and Import Client list from Reckon Elite
      • Extract and Import Client list from MYOB AO
      • Extract and Import Client list from MYOB AE (Accountants Enterprise)
      • Client groups bulk import (existing client)
      • Unpaid 100% / Partially Paid - Superannuation Payable (Reconciliation Section)
  • Practice Settings
  • Billing and Payments
  • Tax Forms
  • Individual Tax Return
  • Company Tax Return
  • Trust Tax Return
  • Partnership Tax Return
  • Superannuation Fund Tax Return (SMSFAR)
  • Other Forms
  • Financial Report
  • Integrations
  • Importing Financials
  • General Accounting & Tax Knowledge
  • LodgeiT Tools and Storage
  • Resources
  • LodgeiT Labs
Solution home User Guide General Settings

Managing Client

Modified on: Tue, 26 Mar, 2024 at 9:44 AM

Related 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 Online'
  • Synchronise Clients with 'QuickBooks Online Accountant'
  • Extract Client List from Handisoft
  • Extracting Client List from Elite


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