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 (LodgeiT uses trading name by default)
- 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 a MyGov ID prior to proceed with the process.
- Can a MyGov ID be Proof of Signing?
How to change e-signature signatory?
Managing SPFR's Compilation Report
Managing Special Purpose Financial Statement (SPFR) Templates