General Settings
Electronic Funds Transfer (EFT) is the fastest, most secure way for clients to receive refunds is through electronic funds transfer (EFT) into an Australian...
Tue, 10 Sep, 2024 at 10:50 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
Top Right of user's LodgeiT Interface, click "Gear Leaver Icon", and select "Team" Press "Invite LodgeiT Support"...
Fri, 3 May, 2024 at 3:54 PM
Your Lodgement list will now be dynamically available in LodgeiT as New. "New" represents new, untouched forms that the ATO recognises your orga...
Wed, 15 May, 2024 at 9:45 AM
"Clients" section is for adding a client and organizing a group of your clients. In this example, we will add "Margaux Doe" to ...
Sun, 26 May, 2024 at 10:08 AM
In this article: Search Search by client details FAQ - Can't find a client Search Top left of your LodgeiT navigation page,,click the "arrow...
Thu, 25 Apr, 2024 at 1:23 PM
2 ways to view the tax form that you have lodged to LodgeiT - 1. Search the client, navigate to Forms > select "Lodged" column, it should s...
Tue, 27 Apr, 2021 at 9:40 AM
We don't allow delete/removing a client as it may compromise a user's system. You can just ARCHIVE your client. Please note that you should have a...
Fri, 11 Apr, 2025 at 6:53 AM
Top right of your LodgeiT interface, press the "?" button and select "Knowledge base" It will redirects you to our knowledgebase c...
Wed, 15 Jan, 2025 at 1:53 PM