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)


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