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LodgeiT

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  • What's New
  • User Guide
    • Sign-up Process
      • Learn LodgeiT via GotoWebinar (Live Demo)
      • LodgeiT Workshop and Online Training
      • Sign-up / Create Account
      • Getting Started Guide
      • LodgeiT Overview Process
      • Comprehensive Introduction to LodgeiT
      • LodgeiT’s Interface and Guide
      • Organisation Details "Profile"
      • Getting Started for Tax Agents
      • Getting Started for Business Entity/Owners (non-agent)
      • Getting Started for Bookkeepers
      • Tax Agent Demo 2021
      • BAS Agent/Bookkeeper to Lodge Tax Form
      • Sign-up notification - "Your email is not verified. We sent a verification email to you."
    • Account and Security
      • Account
      • To use 'QuickBooks Online' Credentials to Sign-in to LodgeiT
      • Set up 2-factor authentication
      • How to Reset Two-Factor Authentication (2FA)
      • E-signature Codes Security (SMS)
      • Unable to received SMS code (Error: Unknown error attempting to reach phone)
      • Feedback and Contact Support
      • Organisation Log
      • Electronic Fund Transfer (EFT) Report / EFT Reconciliation Settings
      • Switch Accounting Software
      • How to check SBR Outage, Scenario and Description
      • Managing Lastpass extension issue
      • How to change LodgeiT account email address
      • How to change LodgeiT account password
      • LodgeiT's Security, Compliance, and Storage
      • Turn-off browser's auto complete function
      • Email Not Verified
      • SBR Connection to ATO via Phone
      • 2FA Verification: Set up SMS Authentication
      • “This is not a valid code”
      • Reset Password
      • Unable to download tax form / Your connection is not private
    • 'QuickBooks Online Accountant' User
      • QuickBooks user - Sign in to LodgeiT
      • How to Connect QuickBooks Online Accountant to LodgeiT
      • Client Sync ('QuickBooks Online' from/to LodgeiT)
      • Synchronise Client Details from LodgeiT to QBO
      • Switching Sign-In (from QuickBooks App to LodgeiT Direct Login)
      • QBOA User Sign-in Issue (2 Different email/login)
      • Migrate and Sync Clients from 'QuickBooks Online Accountant and from Other Accounting System in a Single Account in LodgeiT
      • How to Re-sync / 'QuickBooks Online' Clients duplicate after import
      • Contact Details Mapping (LodgeiT > 'QuickBooks Online')
      • Company Tax Return via 'QuickBooks Online'
      • LodgeiT to 'QuickBooks Online Accountant' Sync to Individual with and without Business Name
      • Team Member Cannot link 'QuickBooks Online' client - "You do not have permission to access the resource"
      • "Sorry, there was a problem!"
      • Error: Resource not found
      • QuickBooks "Company ID"
      • How to change from "LodgeiT subscription plan" to "QuickBooks Pro Advisor Subscription"
      • QuickBooks Organisation ALREADY EXIST / Same ABN and TFN
      • QuickBooks "Assign Admin"
      • Pro Advisor Subscription: "You have to buy lodgment credits in order to lodge this form"
      • Access LodgeiT from QuickBooks Online
    • E-signature and Manual signing controls
      • Signing Documents Electronically Under Corporations Act 2001
      • E-signature Template
      • Out To Sign: Using E-Signature
      • Out To Sign: Manual Signature
      • Settings - Primary Contact/Signatory
      • Automatic E-sign Reminders
      • Send E-sign Reminder (Bulk/Manual Approach)
      • E-Sign Notifications
      • E-sign status card
      • How to cancel the form that has been sent for e-signature?
      • E-Signature for "Financial Reports"
      • Agent Access to a Signed Tax Return
      • Client Access to a Signed Tax Return
      • Client Unable to Sign E-Signature Request
      • E-signature Authenticator (SMS or Birthdate)
      • Audit Trail for "Out To Sign"
      • Esignature request (mail) as "Junk"
      • Outlook: Recall the Sent Email (Form esignature request)
      • Update Recipient Email Address After eSignature Sent
      • E-Signature Request Delivery Issue – Client Not Receiving
      • Turn-off or Remove Esignature "Reminder"
      • Understanding and Using "Insert Placeholder" in Emails
      • Multiple Signatory for Tax Return
      • Esignature using Personal Email Address
    • General Settings
      • Client Sections
      • "Tax Genii" your AI Tax Research Assistant
      • Intermediary
      • Gear Wheel / Cog Wheel
      • Settings (User/Firm)
      • Settings - General
      • Settings - Contact Details
      • Settings - People
      • Settings - Tax
      • Client "Settings"
      • Default signatory
      • Client Settings: Team "Access"
      • Human Icon
      • Client Defaults (Contact Source for Tax Form)
      • Add related entities / Adding Client
      • Managing Client
      • Primary Contact's "Additional Email" address
      • Single Client Update for "Contact Source" on Tax Returns
      • Client Export/Extract (CSV or Excel)
      • Business Owner (Non Agent) to Lodge for Multiple entities
      • Client Details Card
      • Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)
      • Define Client Relationship
      • Invite LodgeiT Team (for Concern / Issues)
      • Lodgement List & Dates
      • Client List and Client Groups
      • How to search a client?
      • How to see Lodged forms
      • Archive or Delete Client
      • Knowledge base
      • Fast Navigation - Forms (Keyboard)
      • Rollover
      • How to change the language settings on your Google chrome browser
      • Authentication Method for E-signature (Client Defaults)
      • Gear Wheel: Teams - How to Invite Team Members and Restrict Team Access
      • Fixing Date Display Issue in Google Chrome
      • Troubleshoot: To disable "Agent contact details"
      • Gear Wheel: Teams and Access
      • Gear Wheel: Team "Access"
      • Client Verification
      • Re-assign Email Address to New Team Member
      • Transfer "Assigned clients" to other "Member"
      • Adding Multiple Companies (Non Tax Agent)
      • TFN Details (Team Access)
      • Electronic Funds Transfer consent
      • Franking account balance or transaction listing
      • EFT Reconciliation Statements "Financial Institution Account details already exist for another registered agent number"
      • Switch Organisation
      • How to remove a team/user
      • Automatic Renewal of Machine Credentials in LodgeiT
      • Default Printer / Printing Activity
      • Gift Icon: In-app Notifications
      • LodgeiT Running Slow, Loading or Freezing
      • How To Verify Clients in LodgeiT
      • Privacy Settings and Controls in LodgeiT
      • Relationship: Add a "Director" / Entity
      • Who Can Access a Client?
      • Clear Cache
      • Remove Agent's "Contact Details" via Esignature Request
      • How to manually "Add Form" or create a tax form?
      • No Surname/Last Name
      • How to check if who are the clients assigned to a specific team member as "Assignee"?
      • Adding an Outside Collaborator
      • International Address / Overseas Post code
      • No First Name / Given Name
      • Field "Last Name" contains invalid characters
      • FAQ: Team member access
      • Tools
      • A client with the same ABN or TFN exists
      • How to Transfer a Client from One LodgeiT Account to Another
      • How to Transfer FORMs from One LodgeiT Account to Another
    • General Form Settings and Controls
      • Dashboard - Work status filter and sort (team, form, period, client group)
      • Forms Overview (Form Types)
      • Form Workflow Sequence and E-signature
      • How to see Lodged Form / Lodgement Receipt
      • How to Amend a Tax Form
      • Activate Financial Picture / Manage Section of the Tax Form
      • Bulk or Multiple "Sign and Lodge" of Tax Return
      • Lodgment progress status
      • Form Status (lodgement issue)
      • Rental Worksheet
      • Importing Rental Income and Expenses
      • Part Year Spouse
      • Add Spouse
      • How to "Activate" or "Deactivate" Spouse section?
      • Audit Trail and Document History
      • Unlock: Reverse the form to "Draft" status
      • How to Modify Due Date on Form
      • How to Restrict other team members from viewing a client?
      • How to Print/Download the Form
      • How to Suspend/UnSuspend a Form
      • How to "mark form as lodged manually"
      • How to see the Prefill of ATO button
      • Substituted Accounting Period (SAP)
      • How to tag "Relationship" (not a client)
      • Outcome of Assessment (OoA)
      • Error: "Lodged - OoA Error"
      • ATO Status
      • International Mobile Number
      • How to Export List of Tax Forms
      • Dividend and Interest "Address"
      • ATO Identifier
      • How to remove or delete a form?
      • CMN.ATO.GEN.500127
      • Creating Tax Form: Appropriate or Correct Form not showing on the 'Add' options
      • Pre-lodge in Background
      • Click "here" to fill quarterly paid instalment values. This will also pull your lodged activity statements for the return's year.
      • Unlock: LODGED forms with Error
      • Print lodgment receipts
      • TFN Report
      • How to view the list of tax forms of a specific client?
      • How to remove the "Lodgement Declaration" when printing the tax form?
      • Colors of Error and Warning
      • Compare Prior Year Figures (Current and Previous Year)
      • Supported forms and schedules
      • How to "Deactivate" Business schedule
      • Remove item not related to "Business"
      • Viewing list of tax forms via Dashboard
      • Income Tax Client Report (ITCRPT)
      • Multiple Business
      • "Archive" Forms, Reports & Workpapers
      • How to Search a Form in LodgeiT
      • Why Your LodgeiT Return Is Processed as "Paper" by the ATO
      • The form for the specified income year already exists
      • Guide to Sorting and Managing “Waiting” Files Alphabetically
      • Guide to Selecting Tax Returns Lodged on a Specific Day in LodgeiT
      • Viewing Exact Numbers on the LodgeiT Dashboard
      • Possible Reasons for Variance
      • ATO Portal Status "Lodged" but not in LodgeiT
      • ATO: Queued
    • Tax Systems Conversion Guide
      • Client Migration Process
      • Direct Client Import / Migration
      • Pattern for Client Import (optional)
      • Extract and Import Client list from Xero
      • Client List: Extract and Import Client from Handiledger/Handisoft/Handitax/Sage One
      • Extract and Import Client list from Software Assistant-Thomson Reuters
      • Client Data: Extract and Import Client list from Reckon Elite
      • Extract and Import Client list from MYOB AO (Accountant Office)
      • Extract and Import Client list from MYOB AE (Accountants Enterprise)
      • Client groups bulk import (existing client)
      • Unpaid 100% / Partially Paid - Superannuation Payable (Reconciliation Section)
  • Practice Settings
  • Billing and Payments
  • Tax Forms
  • Individual Tax Return
  • Company Tax Return
  • Trust Tax Return
  • Partnership Tax Return
  • Superannuation Fund Tax Return (SMSFAR)
  • Other Forms
  • Financial Report
  • Integrations
  • Importing Financials
  • General Accounting & Tax Knowledge
  • LodgeiT Tools and Storage
  • Resources
  • LodgeiT Labs
Solution home User Guide General Settings

How to Transfer a Client from One LodgeiT Account to Another

Modified on: Wed, 3 Dec, 2025 at 1:13 PM

You can export-import the client list of the other firm, that will be merged to the remaining main firm account. 

Also, you can import your client list from the other firm to your account, Just export a list in LodgeiT and Import to new account. 

Then, archive the clients from the old account. 

See below related guides:
Organisation Details "Profile"
Client Export/Extract (CSV or Excel)
Enhanced "Clients Import"

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