General Settings
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
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 serves as the firm-level control, this is located at the top right of your LodgeiT interface. Click below topic to learn more abo...
Wed, 1 May, 2024 at 8:19 AM
"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
"General" is a section for completing the firm/company and/or client information. Before attempting to complete a tax return, be sure to complet...
Wed, 1 May, 2024 at 11:44 AM
"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...
Sat, 16 Mar, 2024 at 9:40 PM
"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
General Tax Return. Use this section for managing tax forms, bank account (for ATO refunds) and contact source for correspondence. TABLE OF CONTENTS &...
Tue, 28 May, 2024 at 11:53 AM
Select your client via "Dropdown Arrow" from the left side OR via "Clients" from the right side. Client's "Setting" is...
Wed, 1 May, 2024 at 8:48 AM
Human Icon is a profile of the user/team, located at top right of LodgeiT Interface. In this example, "Anna Doe" is the LodgeiT Account Holder (i...
Thu, 2 May, 2024 at 12:57 PM