LodgeiT

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

The Human Icon represents the user or team profile and is located at the top-right corner of the LodgeiT interface. In this example, “Anna Doe” is shown as...

"Client Default" is a feature where you can decide for tax returns details and controls, whether for the Tax Agent or the Clients'. It's t...

Note for TAX AGENT: Businesses and organisations will need to nominate you as their agent before you can add them to your client list. They will need to use...

LodgeiT Article: Client Settings Adding Client Settings - Teams/Access (Member and Client Owner and Assignee) Client List and Client Groups Synchroni...

Adding secondary e-mail address in the "Primary Contact" is for record purposes only.  In this article: For Firm/Agent's For Client'...

This process is giving the "Tax Agent" details for each client/organization's tax form. The agent or client will want to decide if the tax fo...

Note, only the team that has "Owner and Admin" access can export the tax form list.  The steps on how to Export Client details: 1. Top right ...

Make sure to follow the Sign-up process Note: The Company, Trust or Partnership that you use to sign-up will become your MASTER entity and will always be a...

On all dashboards, you can hover mouse to see client details.  Via Client list. Via Client't "quick view"