Tax Agent

Practice Type for Tax Agent
Tax agent's declaration will base on how agent set-up the "Practice Type" via Gear wheel > General A. Tax Agent as "Company". L...
Thu, 16 Sep, 2021 at 10:39 PM
Changing Bank Details (Tax Agent)
Click Gear leaver Select "Settings" Fill the information - After filling/updating the details, go to "Settings "...
Thu, 18 Mar, 2021 at 5:51 PM
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 ...
Sat, 7 Mar, 2020 at 3:10 AM
Lodgement Declaration Requirement
A specific Tax Agent Declaration signature is not actually required for the following reason. The permissions given to the Tax Agent by the Taxpayer th...
Thu, 18 Mar, 2021 at 5:50 PM
Switch Tax Agent
To switch Tax Agent -  1. Change all the details under Gear Wheel -->Settings 2. Select ATO ---> Software ID 3. Copy the ID, navigate to ATO Ac...
Thu, 18 Mar, 2021 at 5:48 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