LodgeiT

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...

Link: https://support.google.com/chrome/answer/173424?hl=en&co=GENIE.Platform%3DDesktop

"Authentication Method"  is a method use to verify a user's identity when the client is trying to access/sign the tax form. This guide out...

LodgeiT allows multiple users to access and work on tax returns simultaneously, this feature can be customise via "Team" section through Gear whee...

If your machine (laptop/PC) dates are American-style, i.e. 15 July 2014 presents as 7/15/2014 instead of the Australian format of 15/7/14, then to correct t...

Question: Agent contact details not turning off Solution: This is Google side validation error. When user connects Gmail, LodgeiT will redirect them to Goo...

"Teams" is a setting wherein you may customize and manage your member/user's access, this can be accessed via gear wheel (main setting of your...

"Access" refers to granting user/team members the appropriate permissions and responsibilities within the system. It is part of the general Team s...

This section is for the record of all client verification details that the tax agent to keep. Client Verification, is a step for security that helps to pro...

Question: I have an ex-employee whose name was linked to a generic email. I want to link that email to the new employee - how do I do that? Also, the old em...