The Intuit ProAdvisor Program provides tax agents and bookkeepers (with TAN or BAN) complimentary LodgeiT access tied to their QuickBooks Online Accountant (QBOA) subscription tier. Basic/Silver plans are non-renewable after year one; higher tiers offer ongoing benefits.
Step-by-Step Activation
1. Log in to your QuickBooks Online Accountant (QBOA) Dashboard http://qbo.intuit.com
2. Navigate to ProAdvisor > Benefits then select "Activate" in the QuickBooks Tax row.
3. Authorize access to your profile details when prompted.
4. On the LodgeiT sign-in page, choose No, create new account (or sign in if existing). Complete the form with Primary Admin Email, Firm Name, and Firm Company ID.
For new LodgeiT Account -A form will open which requires you to enter the Primary Admin Email, Firm Name and Firm Company ID
5. Scan the QR code with your preferred authenticator app (i.e., from the App store or Google Play), and enter the 6-digit code.
6. Select Connect to link LodgeiT with QBOA for seamless data sharing.
7. Finalise registration by entering your Tax or BAS Agent details.
Activation Completes, granting tier-based lodgement credits. Maintain the QBOA connection for automatic upgrades/downgrades.
Related Guides:
Please note the following:
- Upgrade/downgrade is automatic. The main requirement is that the agent must keep their LodgeiT organisation being connected to the QBOA file all the time.
- No refunds will be issued for cancelled subscriptions and you will not lose any historical data.
- We have a 12 months refund policy (article 6.4). LodgeiT Plan purchased should be within that period. . You may ask your Intuit's representative that you will use the code next time or when you run our of lodgements. Learn more - Intuit Terms & Conditions
FAQ
Q: How to buy additional lodgements/extra forms?
A: Contact your QuickBooks representative to adjust subscriptions or purchase extras via LodgeiT billing section.
Note:
The ProAdvisor Basic/Silver plan is non-renewable and can be used only during 1st year.
The details can be found in ProAdvisor program terms
Related Guide: