How to import excel for Primary Business

Modified on: Mon, 13 Dec, 2021 at 7:57 AM

Question: How to import excel primary business financial accounts into lodgeit and allocated to primary income and expenses?

Answer: LodgeiT is designed for import of accounting data in order to auto produce tax forms, financial reports and working papers.

Make sure that you have classified your accounts accordingly, so it will show in the correct fields in your tax form

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