LodgeiT

Gear 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: Profile...

"Settings" is where you can modify, customize and personalize your firm/account. Always reach to the gear wheel for the settings of your firm. ...

"Profile" contain the main information about your firm/account Note: Always reach your firm via the gear wheel Settings -> General - sec...

"General" section for completing the firm/company and/or client information. User should fill the  details to avoid form errors. Navigate to &qu...

"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...

General People. Use this section to store contact details of bank managers and other relevant business contacts. (not your client)

General Tax Return. Use this section for managing tax forms, bank account (for ATO refunds) and contact source for corresponces. "Tax" Ticking...

Select your client  via "Dropdown Arrow" from the left side OR via "Clients" from the right side. Client's "Setting" is...

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...

"Client Default" is a feature where you can decide for tax returns details and controls, whether for the Tax Agent or the Clients'. The user ...