Tax Systems Conversion Guide

Client Migration Process
LodgeiT currently support client direct import from following software providers:  Xero Tax, Software Assistant, and Handitax For the other software pro...
Fri, 8 Jul, 2022 at 7:54 AM
Direct Client Import / Migration
Client Import allows the user to migrate client list from accounting software to their own LodgeiT account.  To access it, the user must be an administrato...
Thu, 16 Jun, 2022 at 9:07 AM
Pattern for Client Import (optional)
This is an optional way for migrating your client list, you can add other details that are not available via your software exported details (ie "Manage...
Tue, 5 Jul, 2022 at 6:55 AM
Extract and Import Client list from Xero
Client Import allows the user to migrate client list from accounting software (Xero) to their own LodgeiT account.  To access it, the user must be an admin...
Tue, 31 May, 2022 at 7:01 AM
Extract and Import Client list from Handisoft/Handitax
Please see below guidelines and the process on collecting/extracting client list -  1. Export your client list via CSV or Excel.   Consider the following ...
Fri, 8 Jul, 2022 at 9:41 PM
Extract and Import Client list from Software Assistant-Thomson Reuters
Please see below guidelines and the process on collecting/extracting client list -  1. Export your client list via CSV  Consider the following details (ne...
Fri, 17 Jun, 2022 at 11:41 AM
Extract and Import Client list from Reckon Elite
The exported files are protected and limited only to be used (importing and exporting) within the elite program and that cannot be changed by Development. ...
Tue, 21 Dec, 2021 at 10:58 AM
Extract and Import Client list from MYOB AO
Collecting/extracting client list, refer to MYOB AO page to learn more. Guidelines and process for client migration- 1. Export your client list via ...
Tue, 21 Dec, 2021 at 11:00 AM
Extract and Import Client list from MYOB AE (Accountants Enterprise)
Collecting/extracting client list, refer to MYOB AE page to learn more. Guidelines and process for client migration- 1. Export your client list via ...
Tue, 21 Dec, 2021 at 11:03 AM
Client groups bulk import (existing client)
Released date: 6 July 2020 Now we support bulk import for client groups for existing clients via Support channel. How it works: 1. User exports client li...
Fri, 18 Sep, 2020 at 9:36 AM