General Settings
Selecting "Settings" for your firm. (ALWAYS REACH YOUR FIRM VIA THE GEAR WHEEL)
Settings -> General
Settings -> Contact D...
Sat, 7 Mar, 2020 at 3:06 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"...
Wed, 30 Aug, 2023 at 7:10 AM
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
"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
Top left of your LodgeiT navigation page,click "Down arrow" and select or find your client. You can also search through clicking "Clients&...
Tue, 8 Nov, 2022 at 8:56 AM
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...
Wed, 18 Oct, 2023 at 11:52 AM
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