When we built LodgeiT we wanted to build a cloud-based BAS agent platform with significant in-built intelligence & automation capabilities. We also wanted to build a system that caters for the import of data from the diverse range of BAS-reporting systems used by your clients.
To get started with LodgeiT, we suggest the following approach:
IN THIS ARTICLE
STEP 1: REGISTRATION
Register
Sign-up to LodgeiT through this link and save the URL for easy access.
Click here to watch related video on how to get start (process is for Business Owner, but still the same steps aside from “Practice Type” should be as “BAS Agent”)
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
Select PRACTICE TYPE as “BAS Agent”.
Make sure to select the correct ENTITY TYPE, which entity are you signing up that has an ABN and and MygovID
In this example, we will sign-up using “Individual” as the “Entity Type”.
Then proceed filling other details.
LodgeiT Account holder is set-up under an Individual BAS Agent “Mae Doe”
Getting started guide
You’ll be encouraged to work your way through our basic induction process.
NOTE: If you are lodging a form on behalf of your client, make sure that your client has its own MyGovID.
Click below links to know more about the detailed process –
– Nominate LodgeiT as your hosted SBR software service
– Complete your organisation details
– Add Related Entities / Adding Client
– Define Clients’ Relationship
– Import Financials
– Creating a Tax Return (Forms for Bookkeeper: Activity Statement , Tax File Number Declaration , PAYG Payment Summary, and Taxable Payments Annual Report)
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
Working papers
Document storage
Smart Excel Utility (Excel Report / Financial Import)
Depreciation tools
Share register Franking Credits
Other tax related reconciliation tools
Share buy/sell tools
Accounts & security
Other Related guide:
BAS Agent/Bookkeeper to Lodge Tax Form