Tax agent's declaration will base on how agent set-up the "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
Notes:
- You have to Connect LodgeiT to ATO, all SBR interaction depends on selecting LodgeiT as your preferred SBR Partner via ATO Access Manager. You need to have an Auskey prior to proceed with the process.
- Can a MyGov ID be Proof of Signing?
Related Article:
How to change e-signature signatory?
Managing SPFR's Compilation Report
Managing Special Purpose Financial Statement (SPFR) Templates