General Settings
Tax Genii helps you to search relevant tax legislation and digest short summaries. To access "Tax Genii", navigate via "?" and select ...
Tue, 9 Apr, 2024 at 8:28 AM
Gear Wheel/Cog Wheel serves as the firm-level control, this is located at the top right of your LodgeiT interface. Click below topic to learn more about...
Wed, 18 Oct, 2023 at 1:32 PM
"Settings" is where you can modify, customize and personalize your firm/account. Always reach to the gear wheel for the settings of your firm. ...
Wed, 18 Oct, 2023 at 1:30 PM
"General" section for completing the firm/company and/or client information. User should fill the details to avoid form errors. Navigate to &qu...
Mon, 8 Aug, 2022 at 8:28 AM
"Contact Details" In case of a tax agent, it is used for tax forms, as the ATO requires an agent's name. , Also, it is for e-signing forms/&q...
Sat, 16 Mar, 2024 at 9:40 PM
General People. Use this section to store contact details of bank managers and other relevant business contacts. (not your client)
Sat, 7 Mar, 2020 at 3:09 AM
General Tax Return. Use this section for managing tax forms, bank account (for ATO refunds) and contact source for corresponces. "Tax" Ticking...
Fri, 14 Jul, 2023 at 9:21 AM
Select your client via "Dropdown Arrow" from the left side OR via "Clients" from the right side. Client's "Setting" is...
Thu, 13 Jul, 2023 at 1:40 PM
Human Icon is located at top right of your LodgeiT Interface. In this example, "Anna Doe" is the LodgeiT Account Holder (ie Agent, Firm, and Busi...
Fri, 20 Mar, 2020 at 11:40 AM
"Client Default" is a feature where you can decide for tax returns details and controls, whether for the Tax Agent or the Clients'. It's t...
Mon, 18 Dec, 2023 at 1:11 PM