Tax Agent

Practice Type for Tax Agent
The tax agent's declaration will be determined by the settings configured by the agent through "Practice Type" via Gear wheel > General A....
Fri, 22 Mar, 2024 at 10:42 PM
Entity Type / Practice Type as Company (Tax agent)
Sign-up to LodgeiT through this link and save the URL for easy access. Click here to learn how to use 'QuickBooks Online' Credentials to Sign-in to...
Thu, 30 Jan, 2025 at 7:51 AM
Taxpayer appointment of tax agent
You have to Connect LodgeiT to ATO, all SBR interaction depends on selecting LodgeiT as your preferred SBR Partner via ATO Access Manager. You need to have...
Mon, 8 Aug, 2022 at 11:19 AM
Switch Tax Agent
To switch Tax Agent -  1. Change all the details under Gear Wheel -->Profile (Settings) 2. Select ATO ---> Software ID 3. Copy the ID, navig...
Thu, 12 Jun, 2025 at 1:38 PM
TFN Security
Based on a recent Tax Practitioner Board mandate, there is a requirement for practitioners to ensure that only authorised clients have access to restricted ...
Tue, 29 Jun, 2021 at 9:59 AM
Transfer of Account "Ownership"
Illustration: John Doe would like to transfer the ownership of the Firm “Doe Pty Ltd” to Anna Doe.   Step 1: John Doe will access the LodgeiT Account “Doe...
Wed, 13 Dec, 2023 at 8:45 AM
"Declaration"
Signatory via "Declaration" relies to the Firm's settings configuration  Illustration below shows that "Mary Doe" is the agent...
Mon, 24 Mar, 2025 at 9:19 AM
Default signatory
When working in a firm with multiple partners, it’s essential to ensure the right name and signature appear on tax forms and financial reports. To simplify...
Wed, 10 Sep, 2025 at 9:36 AM
Change "Practice Type" (ie from Sole Trader to Company Tax Agent)
When changing the "Practice Type" in LodgeiT, it is essential to update the organization profile because this determines key agent settings that...
Thu, 4 Sep, 2025 at 8:13 AM
Agent Signature
TABLE OF CONTENTS Uploading or changing your own signature Adding a signature for a practice with single owner Adding a signature for a practice with mu...
Wed, 10 Sep, 2025 at 9:34 AM