General Settings

"Tax Genii" your AI Tax Research Assistant
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
An Intermediary will deal with client's under an Intermediary credential being - The Australian Business Number of the Intermediary in conjunction with ...
Wed, 1 May, 2024 at 8:40 AM
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 abo...
Wed, 1 May, 2024 at 8:19 AM
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/Bus...
Wed, 1 May, 2024 at 8:59 AM
Settings - General
"General" is a section for completing the firm/company and/or client information. Before attempting to complete a  tax return, be sure to complet...
Wed, 1 May, 2024 at 11:44 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/&q...
Sat, 16 Mar, 2024 at 9:40 PM
Settings - People
"People" is a section to store contact details of bank managers and other relevant business contacts. (not your client)
Wed, 1 May, 2024 at 11:28 AM
Settings - Tax
General Tax Return. Use this section for managing tax forms, bank account (for ATO refunds) and contact source for correspondence. TABLE OF CONTENTS &...
Tue, 28 May, 2024 at 11:53 AM
Client "Settings"
Select your client  via "Dropdown Arrow" from the left side OR via "Clients" from the right side. Client's "Setting" is...
Wed, 1 May, 2024 at 8:48 AM
Human Icon
Human Icon is a profile of the user/team, located at top right of LodgeiT Interface. In this example, "Anna Doe" is the LodgeiT Account Holder (i...
Thu, 2 May, 2024 at 12:57 PM