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
Intermediary
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 Business/Firm level control, this is located at the top right of your LodgeiT interface. Click below topic  to learn...
Wed, 21 May, 2025 at 11:37 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...
Thu, 10 Apr, 2025 at 2:56 PM
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...
Mon, 10 Feb, 2025 at 7:49 AM
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 ...
Thu, 21 Nov, 2024 at 2:04 PM
Client "Settings"
To work with any entities and their forms, you need to ensure that all the necessary information about the client has been added to LodgeiT via their "...
Wed, 21 May, 2025 at 1:54 PM
Client Settings: Team "Access"
LodgeiT allows multiple users to access and work on tax returns simultaneously. This promotes collaboration and enhances communication between team members...
Wed, 21 May, 2025 at 1:44 PM