General Settings

Transfer "Assigned clients" to other "Member"
Scenario: Carlo Nolasco and AC Doe is both a Member/Agent in the same firm., and the client's of "Carlo Nolasco" will transfer to "AC Doe...
Fri, 5 Apr, 2024 at 7:51 AM
Adding Multiple Companies (Non Tax Agent)
Illustration A group of 5 companies that are all owned by a single holding company, how to set this in LodgeiT? Add the 'parent' company as the...
Fri, 24 May, 2024 at 8:13 AM
TFN Details (Team Access)
The "Owner" and "Admin" of your LodgeiT account can update the Team's access for the TFN. The users without the permission will no...
Tue, 10 Sep, 2024 at 10:29 AM
"Unlocked" Lodged Form
LodgeiT enables users with specific permission to unlock lodged forms and published reports when needed, such as when a form has been cancelled by the ATO. ...
Thu, 17 Oct, 2024 at 7:51 AM