General Settings

Intermediary VS. Business
An Intermediary will deal with client's under an Intermediary credential being - The Australian Business Number of the Intermediary in conjunction wit...
Sat, 7 Mar, 2020 at 3:08 AM
Gear Wheel
Gear Wheel is located at top right of your LodgeiT interface, this serves as the Setting of the LodgeiT user/firm. Settings How to Invite Team Members a...
Fri, 20 Mar, 2020 at 11:52 AM
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
Using LodgeiT to Lodge for Multiple Entities / Switch Organisation (FOR TAX AGENT)
If you want to use LodgeiT to lodge for multiple entities (ie Tax Agent with different Firm or Business) then use the option "Switch Organisation"...
Mon, 3 May, 2021 at 8:43 AM
Client Export (CSV or Excel)
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...
Tue, 20 Apr, 2021 at 9:02 AM
Client Details Card
On all dashboards you can hover mouse to see client details. 
Thu, 25 Jun, 2020 at 10:25 AM
Client settings
Select your client  via "Dropdown Arrow" from the left side OR via "Clients" from the right side. Client's "Setting" i...
Wed, 24 Mar, 2021 at 9:12 AM
Complete your Organisation Details
Selecting "Settings" for your firm. (ALWAYS REACH YOUR FIRM VIA THE GEAR WHEEL) Settings -> General Settings -> Contact D...
Sat, 7 Mar, 2020 at 3:06 AM
Add related entities / Adding Client
Add related entities or Adding Client Now navigate back to "Getting Started" in order to work on Add related entities. If you are a busin...
Thu, 8 Oct, 2020 at 12:46 PM
Define Client Relationship
Once you've added some clients from a family group i.e. husband & wife, you can move on to define client relationships. This is an important step i...
Tue, 23 Mar, 2021 at 9:20 AM