General Settings
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
Related Article: Client Settings Adding Client Settings - Teams/Access (Member and Client Owner and Assignee) Client List and Client Groups Synchroni...
Tue, 26 Mar, 2024 at 9:44 AM
An Intermediary will deal with client's under an Intermediary credential being
- The Australian Business Number of the Intermediary in conjunction with...
Sat, 7 Mar, 2020 at 3:08 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
The steps on how to Export Client details: 1. Top right of LodgeiT interface, click "Clients" 2. Press the 3 dots, choose from the option &qu...
Wed, 18 Oct, 2023 at 3:01 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
On all dashboards you can hover mouse to see client details.
Thu, 25 Jun, 2020 at 10:25 AM
Electronic Funds Transfer (EFT) is the fastest, most secure way for clients to receive refunds is through electronic funds transfer (EFT) into an Australian...
Fri, 29 Sep, 2023 at 6:50 AM
Once you've added some clients from a family group i.e. husband & wife, you can move on to define client relationships. This is an important step if...
Sat, 16 Mar, 2024 at 9:50 PM