General Settings
When working in a firm with multiple partners, it’s essential to ensure the right name and signature appear on tax forms and financial reports. To simplify...
Fri, 19 Sep, 2025 at 9:23 AM
LodgeiT allows multiple users to access and work on tax returns simultaneously. This promotes collaboration and enhances communication between team members...
Thu, 6 Nov, 2025 at 1:56 PM
The Human Icon represents the user or team profile and is located at the top-right corner of the LodgeiT interface. In this example, “Anna Doe” is shown as...
Fri, 5 Jun, 2026 at 12:00 PM
"Client Default" is a feature where you can decide for tax returns details and controls, whether for the Tax Agent or the Clients'. It's t...
Tue, 5 May, 2026 at 11:19 AM
Note for TAX AGENT: Businesses and organisations will need to nominate you as their agent before you can add them to your client list. They will need to use...
Thu, 20 Aug, 2026 at 11:02 AM
LodgeiT Article: Client Settings Adding Client Settings - Teams/Access (Member and Client Owner and Assignee) Client List and Client Groups Synchroni...
Thu, 1 May, 2025 at 7:44 AM
Adding secondary e-mail address in the "Primary Contact" is for record purposes only. In this article: For Firm/Agent's For Client'...
Thu, 25 Apr, 2024 at 9:29 AM
This process is giving the "Tax Agent" details for each client/organization's tax form. The agent or client will want to decide if the tax fo...
Wed, 12 Jul, 2023 at 2:05 PM
A. Client Export (CSV or Excel file): Note, only the team that has "Owner and Admin" access can export the tax form list. The steps on how t...
Mon, 22 Jun, 2026 at 2:59 PM
Make sure to follow the Sign-up process Note: The Company, Trust or Partnership that you use to sign-up will become your MASTER entity and will always be a...
Wed, 13 Dec, 2023 at 6:25 AM