LodgeiT

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

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: ...