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 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...
Fri, 3 Sep, 2021 at 8:47 AM
Client Defaults
"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...
Thu, 26 Aug, 2021 at 11:14 PM
Client Defaults: "Use tax agent as contact on all tax forms"
Select gear wheel > Settings Press "Client Defaults" Activate this feature "Use tax agent as the contact on all forms"  if you w...
Mon, 8 Aug, 2022 at 2:18 PM
Address option / "Use Tax Agent Details" (single client update)
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...
Sat, 6 Aug, 2022 at 3:24 PM
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
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 always...
Mon, 8 Aug, 2022 at 2:17 PM
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, 5 Jul, 2022 at 6:58 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...
Fri, 15 Oct, 2021 at 1:19 PM