LodgeiT

"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...

Related 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...

The steps on how to Export Client details: 1. Top right of LodgeiT interface, click "Clients" 2.  Press the 3 dots, choose from the option &qu...

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"

Electronic Funds Transfer (EFT) is the fastest, most secure way for clients to receive refunds is through electronic funds transfer (EFT) into an Australian...

Once you've added some clients from a family group i.e. husband & wife, you can move on to define client relationships. This is an important step if...