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: 


Related Article:

How to change e-signature signatory?

Managing SPFR's Compilation Report

Editing Special Purpose Financial Statements (SPFR) - Custom Reports

Managing Special Purpose Financial Statement (SPFR) Templates

Practice Type for Tax Agent