General Settings

Invite LodgeiT Team (for Concern / Issues)
Top Right of user's LodgeiT Interface, click "Gear Leaver Icon", and select "Team" Press "Invite LodgeiT Support"...
Wed, 30 Aug, 2023 at 7:10 AM
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 organi...
Thu, 24 Aug, 2023 at 2:39 PM
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 ...
Tue, 11 Aug, 2020 at 9:51 PM
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...
Wed, 18 Oct, 2023 at 11:52 AM
Knowledge base
Top right of your LodgeiT interface, press the "?" button and select "Knowledge base" It will redirects you to our knowledgebase c...
Tue, 27 Apr, 2021 at 9:47 AM
Fast Navigation - Forms (Keyboard)
Learn more from our videos here.
Mon, 16 Mar, 2020 at 11:40 AM
How to create a Form? (Form Types)
LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions) Forms are automatically loaded as soon as they...
Tue, 20 Feb, 2024 at 11:09 AM
Rollover
Rollover goes automatically from the previous year while creating a new return. Each return has a specific set of fields that can be rolled over to next yea...
Mon, 1 Aug, 2022 at 8:32 AM