General Settings

Gear Wheel / Cog Wheel
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 (User/Firm)
"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
Profile - LodgeiT User/Firm
"Profile" contain the main information about your firm/account Note: Always reach your firm via the gear wheel Settings -> General - sec...
Mon, 8 Aug, 2022 at 1:54 PM
Settings - General
"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
Settings - Contact Details
"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/SP...
Fri, 1 Mar, 2024 at 9:22 AM
Settings - People
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
Settings - Tax
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
Client settings
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
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 Defaults (Contact Source for Tax Form)
"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