Lodgeit

We're starting to keep a public changelog, so you're always up-to-date with releases, happenings, improvements, and fixes made in Lodgeit. We base ...

Please try the following steps: - Open go.lodgeit.net.au in your browser. - Press F12 to open Developer Tools and go to the Application tab. - On the ...

Lodgeit requires tax agents to keep a record of all client verification details as part of security and compliance measures. The client verification process...

Lodgeit allows you to adjust privacy and access controls at the client level to protect sensitive information: Client Settings: Within each client’s profi...

How to Add a Director in Lodgeit To add a Director to your company record in Lodgeit, follow these steps: 1. Use the Search Prompt via "Relationship&...

To determine which Team/Member(s) have access to a specific client, follow these steps: Go to the “Clients” section in your Dashboard. Locate the ...

 Reset/clear the settings following next instructions: Chrome 1. Please open the tax return page 2. Click F12 on the PC/notebook keyboard. 3. In t...

The Contact details via the footnote of the E-signature request is  coming from the Firm's "Settings" If you do not want this to be...

First, ensure that you have selected the correct client you are trying to create/add a new tax form.  In the example below, the name of client selected is ...

Prompt: Surname does not match ATO record. Illustration: The client has no "Surname" First Name: Maria Surname: not applicable Guidance: Mak...