General Settings

Client Export
Steps of how to Export Client details: 1. Top right of LodgeiT interface, click "Clients" 2.  Press 3 dots, choose from the option &...
Sat, 7 Mar, 2020 at 2:50 AM
Dashboard - Work status filter and sort (team, form, period, client group)
Dashboard Allows user to monitor completion and summary of custom reports, forms, and any work  across your client-base and track digital signing by your cl...
Mon, 24 Aug, 2020 at 8:33 AM
Form Workflow Sequence and E-signature
In this example, we will be doing ITR2018 for an Individual Margaux Doe. In LodgeiT, you can see the Form process- from "Draft" to "Lodged&q...
Thu, 9 Jul, 2020 at 6:26 PM
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"...
Tue, 21 Jul, 2020 at 9:28 PM
Business Owner to Lodge for Multiple entities
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 al...
Sat, 7 Mar, 2020 at 2:49 AM
How to see Lodged Form / Lodgement Receipt
1. Start to your dashboard by clicking "Forms" 2.  Click "Lodged" and open the tax form 3. Lodgement receipt is provided at the to...
Tue, 2 Jun, 2020 at 11:10 AM
Creating a Tax Return (form types)
Simply select Forms. Then select the type of form you wish to create. ITR - Working with the Individual Tax Return (for tax agent use only) AS- How t...
Mon, 20 Apr, 2020 at 12:41 PM
Activate Financial Picture
Activating financial image means selecting the elements of the form that is relevant. Image are activated according to your ATO prefill (ie PAYG, Interest, ...
Tue, 21 Apr, 2020 at 9:57 AM
Where to add Bank Detail / Electronic Funds Transfer (EFT)
Go to "Settings" Select "Tax" Fill bank information Account Number - it's masked for security purposes. If you want to chang...
Fri, 27 Mar, 2020 at 8:21 AM
Part Year Spouse
If an income tax payer has a spouse for only part year, Go to the Spouse, click on Settings, click on Relationships, update "Start Date" and ...
Sat, 7 Mar, 2020 at 3:08 AM