Practice Type for Tax Agent

Modified on: Thu, 16 Sep, 2021 at 10:39 PM

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.
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