The easiest way to get started with LodgeiT if you are a tax agent is to watch this 3 minute video guide:
By adopting LodgeiT and our suggested processes, you will be joining over 800 firms who enjoy the benefits of significantly enhanced compliance automation and the associated benefits of time-savings and higher quality data production.
To get started with LodgeiT, we suggest the following approach:
IN THIS ARTICLE:
- STEP 1: REGISTRATION
- STEP 2: SIGN-UP
STEP 1: REGISTRATION
Sign-up to LodgeiT through this link and save the URL for easy access.
Check this guide to learn on how to use QBO Credentials to Sign-in to LodgeiT.
Setting up your authenticator
You’ll need a mobile phone for the next step, code verification will be sent to proceed and authenticate.
Be sure to switch from text reminders to Google 2FA for a superior user experience.
STEP 2: SIGN-UP
Set up your organisation
Make sure to select the correct entity type:
Note that for “Entity Type : Individual ” you will automatically listed as one of your client’s in LodgeiT.
(Visit this article if your tax practice operates as a “Company”)
Getting Started Guide
You will be encouraged to work your way through our basic onboarding process.
Click here to watch the video about the process that will help you work your way through the guide.
Check below links to know more about the detailed process –
– Nominate LodgeiT as your hosted SBR software service
– Complete your organisation details
– Add Clients
– Define Clients’ Relationship
– Import Financials
– Creating a Tax Return
Additional steps you may want to consider:
Adding team member
Configuring the system for your team. Remember, with LodgeiT we don’t care how many team members you have or where they are located.
How to prevent other team members viewing a form and managing team access
Once you’ve got your firm started on the LodgeiT journey, we suggest the following course of action.
Learn how to use the LodgeiT tools including :
Sending forms for client digital signing
Special purpose financial reports
Smart Excel Utility (Excel Report / Financial Import)
Share register Franking Credits
Other tax related reconciliation tools
Share buy/sell tools
Accounts & security