User should nominate LodgeiT as one of your SBR Providers.
Must complete settings by clicking to the Gear wheel > Profile,
and update your intermediary i.e. Tax Agent Profile:
FOR TAX AGENT
If you are the signatory of your company, and your company is the intermediary, you must add yourself as a Client so you can then select yourself as the signatory of your company.
Check that you have used the ABN associated with your TAN.
FOR NON-TAX AGENT
1. User must check if ABN and TFN are correct.
2. User must select LodgeiT as software provider for each client.
Notes:
*Make sure that the ATO details (ie ABN) is the same information you have in LodgeiT.
**Please note also that when you are checking the ATO (Software ID) connection of the main LodgeiT Profile, the "Name" field ("ABC Business Company" per example image below) in the main Profile settings is the name that will show in the ATO > Software ID section in LodgeiT (see left side part of the image below). Don't be confused with the Trading Name which will show as the initial in the left side of your dashboard (example below is a trading name of "Ram Car Experts" with initial of RCE). Please avoid also creating other client/s with the same or similar name to avoid confusion, if the correct entity (client) Software ID is already connected to ATO or not.
