LodgeiT

(INTERNAL VIEW ONLY)

Must be a Tax Agent or BAS agent to use ProAdvisor benefits.

Scenario: User unaware of free lodgements entitlement

Information to Request from User:

1. Date they became a ProAdvisor

Note: If they purchased LodgeiT lodgements before ProAdvisor activation, they are not eligible for a refund. (see below “ProAdvisor Refund Eligibility for LodgeiT Purchases” for more information.)

2. ProAdvisor Tier (e.g., Silver, Gold, Platinum)
3. QuickBooks Company ID
4. LodgeiT “Billing”, showing how many lodgement left 7 used.
5. LodgeiT “Invoice”

ProAdvisor Refund Eligibility for LodgeiT Purchases:

• If the user purchased LodgeiT lodgements before activating their ProAdvisor status, they are not eligible for a refund.
  Example: The LodgeiT subscription was purchased in January 2025, but ProAdvisor status was only obtained in October 2025 →  therefore, no refund applies.
• If the user purchased LodgeiT lodgements after becoming a ProAdvisor, it’s likely they were unaware of the free lodgements offer and may be eligible for a refund.
  Example: Purchased LodgeiT in May2025 and became a ProAdvisor in January2025 → Eligible to request a refund.

Full refund (within 30days)

1. Within 30-days (if beyond 30days, Ask Andrew)
2. We will refund ALL invoice amount

Partial refund (Outside of usual 30-day term, check with Andrew)

1. Outside of usual 30-day term, check with Andrew 
2. We will only refund the remaining/unused Lodgement.

Note: 

• In order to keep the ProAdvisor subscription active the user has to keep their account be connected to QBOA file which is eligible for free subscription.
• Lodgement and Esign are refundable, NOT the Legal Documents