Lodgeit

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...

Top Right of user's Lodgeit Interface, click "Gear Leaver" icon, and select "Team" Press "Invite Lodgeit Support" an...

Your Lodgement list will now be dynamically available in Lodgeit as New.  "New" represents new, untouched forms that the ATO recognises your orga...

"Clients"  section is for adding a client and organizing a group of your clients.  In this example, we will add "Margaux Doe" to ...

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...

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...

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...

Top right of your Lodgeit interface, press the "?" button and select "Knowledge base" It will redirects you to our knowledgebase c...