LodgeiT

An Intermediary will deal with client's under an Intermediary credential being - The Australian Business Number of the Intermediary in conjunction wit...

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...

"Client Default" is a feature where you can decide to customize and modify a certain feature - 1. Use your details for your client tax form. Read...

Select gear wheel > Settings Press "Client Defaults" Activate this feature "Use tax agent as the contact on all forms"  if you w...

You will want to decide if the tax form includes your details (Tax Agent or BAS agent) or if you want the form to simply include the client details only. T...

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...

Make sure to follow the Sign-up process NOTE - The Company, Trust or Partnership that you use as to sign-up with becomes your MASTER entity and will always...

The steps on how to Export Client details: 1. Top right of LodgeiT interface, click "Clients" 2.  Press 3 dots, choose from the option "E...

On all dashboards you can hover mouse to see client details. 

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