General Settings

How to change the language settings on your Google chrome browser
Link: https://support.google.com/chrome/answer/173424?hl=en&co=GENIE.Platform%3DDesktop
Thu, 25 Apr, 2024 at 9:32 AM
Authentication Method for E-signature (Client Defaults)
"Authentication Method"  is a method use to verify a user's identity when the client is trying to access/sign the tax form. Navigate to gear ...
Thu, 2 Feb, 2023 at 10:10 AM
Teams: How to Invite Team Members and Restrict Team Access
LodgeiT allows multiple users to access and work on tax returns simultaneously. This promotes collaboration and enhances communication between team members...
Wed, 11 Sep, 2024 at 8:05 AM
Fixing Date Display Issue in Google Chrome
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...
Tue, 30 Apr, 2024 at 7:50 AM
Troubleshoot: To disable "Agent contact details"
Question: Agent contact details not turning off Solution: This is Google side validation error. When user connects Gmail, LodgeiT will redirect them to Goo...
Tue, 12 Jul, 2022 at 10:21 AM
Settings - Teams/Access (Member and Client Owner and Assignee)
"Teams" is a setting wherein you may customize and manage your member/user's access LodgeiT allows multiple users to access and work on tax...
Wed, 14 Aug, 2024 at 8:21 AM
What is a Team Member "Access"?
"Access" for team member is a process of granting your teammate/colleague, and even LodgeiT support.  You can do it on the Team page here https:/...
Wed, 11 Sep, 2024 at 8:24 AM
Client Verification
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...
Mon, 24 Jul, 2023 at 1:05 PM
Re-assign Email Address to New Team Member
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...
Tue, 25 Jul, 2023 at 2:28 PM
Reset Password
1. Please check you are on the correct LodgeiT URL which is https://go.lodgeit.net.au/signin 2. Try to click "Forgot password" from your sign-in ...
Wed, 29 Nov, 2023 at 11:50 AM