General

General : Importing Financials
LodgeiT relies on an import and classification exercise to populate Working Papers, the Tax Form and Special Purpose Financial Statements. LodgeiT offers a...
Fri, 23 Oct, 2020 at 7:55 AM
Settings - Import
"Import" in order to auto-produce company, trust, partnership & Individual tax returns, special purpose financial reports and working papers. ...
Tue, 1 Sep, 2020 at 9:20 AM
Removing Imported Financials
1. Select Financials 2. Click garbage icon - 3. Select "Financial Year"  and choose the year that you want to remove/delete. ...
Sat, 7 Mar, 2020 at 3:09 AM
Financial Reports (comparative excel sheet example)
Partnership Comparatives Sole Trade Comparatives Trust Comparatives
Wed, 8 Jul, 2020 at 11:53 AM
How to remove accounting software connection
User has existing imported financials from Quickbooks To remove financials: 1. Select client's "Settings" then press "Import" ...
Wed, 26 Aug, 2020 at 10:05 AM