Lodgeit

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...

Link: https://support.google.com/chrome/answer/173424?hl=en&co=GENIE.Platform%3DDesktop

"Authentication Method"  is a method use to verify a user's identity when the client is trying to access/sign the tax form. This guide out...

Lodgeit allows multiple users to simultaneously access and collaborate on tax returns, enhancing productivity and communication within your team. This colla...

If your machine (laptop/PC) dates are American-style, i.e. 15 July 2014 presents as 7/15/2014 instead of the Australian format of 15/7/14, then to correct t...

Question: Agent contact details not turning off Solution: This is Google side validation error. When user connects Gmail, Lodgeit will redirect them to Goo...

Lodgeit controls who can see and work on each client through three settings: a member's access level, the teams the member belongs to, and the access se...

This section is for the record of all client verification details that the tax agent to keep. Client Verification, is a step for security that helps to pro...

Case: There is an  ex-employee whose name was linked to a generic email, and need to link that email to the new employee, and the old employee has the Authe...