General Settings
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
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...
Tue, 29 Sep, 2026 at 12:22 PM
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, 6 Oct, 2026 at 2:50 PM
Question: Why is the "Electronic funds transfer consent" missing in the page 3 the ITR form? Answer: Here are the 2 conditions that need to be b...
Wed, 13 Aug, 2025 at 11:26 AM
Question: I have noticed that the CTR does not seem to include a Franking account balance or transaction listing – even when printed as "Complete"...
Wed, 14 Jan, 2026 at 11:57 AM
Illustration: Unsubscribing to the old/previous TAN in order for the NEW Tan subscribe to the EFT. Error: "Financial Institution Account details alrea...
Fri, 14 Feb, 2025 at 10:38 AM
To check if you have multiple organisations in your Lodgeit account, you need to click the gear wheel (Settings) and then select the "Switch Organisati...
Tue, 29 Sep, 2026 at 12:22 PM
Note: Only "Owner" or "Admin" access can access this feature. There is no option to delete/remove, but you may only "Archive"...
Fri, 21 Mar, 2025 at 9:19 AM
This is not something to be done by/with Lodgeit, ie you don't need a machine credential to access Lodgeit. To explain a machine credential in the c...
Tue, 29 Sep, 2026 at 12:22 PM
To print a broader view of a file, you’ll need to adjust your print settings directly on your computer. Lodgeit Browser view: TABLE OF CONTENTS ...
Tue, 29 Sep, 2026 at 12:22 PM