LodgeiT

LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions) Forms are automatically loaded as soon as they...

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...

"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 ...

LodgeiT allows multiple users to access and work on tax returns simultaneously. This promotes collaboration and enhances communication between team members...

If your dated 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 the issue - Acce...

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 LodgeiT allows multiple users to access and work on tax...

"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:/...

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...