General Settings

Client Settings: Team "Access"
LodgeiT allows multiple users to access and work on tax returns simultaneously. This promotes collaboration and enhances communication between team members...
Wed, 21 May, 2025 at 1:44 PM
Human Icon
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...
Wed, 1 Oct, 2025 at 2:05 PM
Client Defaults (Contact Source for Tax Form)
"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...
Mon, 18 Dec, 2023 at 1:11 PM
Add related entities / Adding Client
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...
Tue, 26 Mar, 2024 at 9:42 AM
Managing Client
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
Primary Contact's "Additional Email" address
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
Single Client Update for "Contact Source" on Tax Returns
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
Client Export/Extract (CSV or Excel)
Note, only the team that has "Owner and Admin" access can export the tax form list.  The steps on how to Export Client details: 1. Top right ...
Tue, 11 Mar, 2025 at 6:39 AM
Business Owner (Non Agent) to Lodge for Multiple entities
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
Client Details Card
On all dashboards, you can hover mouse to see client details.  Via Client list. Via Client't "quick view"
Wed, 15 May, 2024 at 9:07 AM