If you want to use LodgeiT to lodge for multiple entities ie Tax Agent with different Firm, Branches (different set of clients) then use the option "Switch Organisation".
Related guide:About Franchisee Licences
DO NOT USE THIS FEATURE if you are NOT a Tax or BAS Agent (check this link if you are Business Owner)
Cost is $300 ex GST ($330) for second TFN. The second TFN shares the package of the first TFN. Learn more about how to Add Franchisee and Assigning/Buying the License
First, make sure you can use LodgeiT for one entity. Example below, shows Edwards & Co is the LodgeiT main account or the MASTER entity and will always be accessible via Gear Wheel.
Select "Switch Organisation"
Press "Add organisation"
And complete the setup of the new entity.
The new organisation will appear via Switch Organisation
For the new organisation, be sure to collect your LodgeiT Software Subscription ID and connect to ATO.
Collect your LodgeiT Software ID from here
FAQ:
Q: I don't have an option to allocate the franchisee license.
A: Make sure that your "Practice Type" is Tax/BAS Agents (NOT a Business entity)
Notes:
- We allow different TAN numbers across the switch org feature. (client lists need to be maintained separately since we sync the tax forms i.e. lodgement list into LodgeiT from the ATO).
- In "Switch Organisation" you will end up with 2 portals (ie Company A and Company B)
- Whatever lodgements are purchased can be split across multiple switched orgs, additional $330 will charge for every new switch organisation.
- Forms Company A will never be merged with forms of Company B.
- Company A and Company B will share lodgement package, but additional cost of $300 ex GST (for second entity).
Click here to know more about Franchisee Licences
- We can only duplicate client records to the company, but we cannot duplicate forms/reports and etc.