Lodgeit

Go to Clients and then click the dropdown to see all the team members (dropdown selection). Select the team member name (sample is AC Doe) to see all client...

What is an Outside Collaborator? An Outside Collaborator is a special role in Lodgeit designed for external users who need access to specific clients or wo...

Illustration: Completing a tax return for an individual who lives overseas, but the system is not allowing me to use a postcode that is 6 characters long A...

Question: I have a client who doesn’t have a first name according to the ATO prefill. However, Lodgeit requires a first name to create a client contact. How...

Validation: Guidance: This error occurs due to the surname containing two separate words, which is flagged by an SBR (Standard Business Reporting) valida...

Can team members be given access to specific clients only in Lodgeit? Yes, Lodgeit allows you to customize team member access so that each team member can ...

“Tools” section is used for a variety of client-specific calculations and data-management tasks. Here are some of the things you can do under Tools: ...

Prompt: A client with the same ABN or TFN exists Notes: If a client with the same First Name, Last Name, and Email already exists in Lodgeit, the system ...

You can export-import the client list of the other firm, that will be merged to the remaining main firm account.  Also, you can import your client list fro...

Lodgeit does not support importing or exporting tax return history from one firm account to another. You can use the old account to reference the lodged for...