General Settings
On all dashboards, you can hover mouse to see client details. Via Client list. Via Client't "quick view"
Wed, 15 May, 2024 at 9:07 AM
Electronic Funds Transfer (EFT) is the fastest, most secure way for clients to receive refunds is through electronic funds transfer (EFT) into an Australian...
Tue, 10 Sep, 2024 at 10:50 AM
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...
Sat, 16 Mar, 2024 at 9:50 PM
Top Right of user's LodgeiT Interface, click "Gear Leaver" icon, and select "Team" Press "Invite LodgeiT Support" an...
Thu, 23 Oct, 2025 at 6:31 AM
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
"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
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
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
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...
Fri, 11 Apr, 2025 at 6:53 AM
Top right of your LodgeiT interface, press the "?" button and select "Knowledge base" It will redirects you to our knowledgebase c...
Wed, 15 Jan, 2025 at 1:53 PM