General Settings

Where to add Bank Detail / Fee from Refund / Electronic Funds Transfer (EFT)
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
Define Client Relationship
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
Invite LodgeiT Team (for Concern / Issues)
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
Lodgement List & Dates
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
Client List and Client Groups
"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
How to search a client?
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
How to see Lodged forms
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
Archive or Delete Client
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
Knowledge base
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
Fast Navigation - Forms (Keyboard)
Tue, 4 Jun, 2024 at 12:34 PM