User should nominate LodgeiT as one of your SBR Providers.

Must complete settings by clicking to the gear wheel, and update your intermediary i.e. Tax Agent Profile.

Settings > General

Settings > Contact details

FOR TAX AGENT

If you are the signatory of your company, and your company is the intermediary, you must add yourself as a Client so you can then select yourself as the signatory of your company.

Check that you have used the ABN associated with your TAN.


FOR NON-TAX AGENT

1. User must check if ABN and TFN are correct.

2. User must select LodgeiT as software provider for each client.