General Settings

Invite LodgeiT Team (for Concern / Issues)
Top Right of user's LodgeiT Interface, click "Gear Leaver Icon", and select "Team" Press "Invite LodgeiT Support"...
Fri, 3 May, 2024 at 3:54 PM
Lodgement List & Dates
Your Lodgement list will now be dynamically available in LodgeiT as New.  "New" represents new, untouched forms that the ATO recognises your orga...
Wed, 15 May, 2024 at 9:45 AM
Client List and Client Groups
"Clients"  section is for adding a client and organizing a group of your clients.  In this example, we will add "Margaux Doe" to ...
Sun, 26 May, 2024 at 10:08 AM
How to search a client?
In this article: Search Search by client details FAQ - Can't find a client Search Top left of your LodgeiT navigation page,,click the "arrow...
Thu, 25 Apr, 2024 at 1:23 PM
How to see Lodged forms
2 ways to view the tax form that you have lodged to LodgeiT - 1. Search the client, navigate to Forms > select "Lodged" column, it should s...
Tue, 27 Apr, 2021 at 9:40 AM
Archive or Delete Client
We don't allow delete/removing a client as it may compromise a user's system. You can just ARCHIVE your client. Please note that you should have a...
Wed, 18 Oct, 2023 at 11:52 AM
Knowledge base
Top right of your LodgeiT interface, press the "?" button and select "Knowledge base" It will redirects you to our knowledgebase c...
Tue, 27 Apr, 2021 at 9:47 AM
Fast Navigation - Forms (Keyboard)
Tue, 4 Jun, 2024 at 12:34 PM
How to create a Form? (Form Types)
LodgeiT System is an SBR System with SBR dependencies. (LodgeiT uses SBR validation & prefill functions) Forms are automatically loaded as soon as they...
Tue, 20 Feb, 2024 at 11:09 AM
Rollover
Rollover goes automatically from the previous year while creating a new return. Each return has a specific set of fields that can be rolled over to next yea...
Mon, 1 Aug, 2022 at 8:32 AM