The tax agent's declaration will be determined by the settings configured by the agent through "Practice Type" via Gear wheel > General

A. Tax Agent as "Company". Learn more

Note: LodgeiT uses the firm's name in the tax return declaration instead of a person/individual's name.

B. Tax Agent as "Individual". Learn more


For Sole Trader, if you want to use the "Business Name", update it via "Trading name (LodgeiT uses trading name by default)


Notes: 



If you desire to include the "agent's name" via "Financial Reports/Statement"  "Prepared by", you have to remove the "Trading name" (in the case of "Practice entity: Company")


Related Article:

How to change e-signature signatory?

Managing "Financial Reports/Statement" Compilation Report

Sign a compilation report

Managing Financial Statement Templates

Practice Type for Tax Agent