General Settings

How to Transfer FORMs from One LodgeiT Account to Another
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...
Wed, 3 Dec, 2025 at 1:22 PM
Bulk Update: How to Mass Deactivate “Manage Tax Returns”
If you do not want to use the “Manage Tax Returns” feature for multiple clients in LodgeiT, you can deactivate it in bulk by updating and re-importing your ...
Fri, 27 Feb, 2026 at 1:28 PM
LodgeiT's API
What is an API? An Application Programming Interface (API) is a way for different software systems to communicate and exchange data automatically. TABL...
Fri, 6 Mar, 2026 at 1:56 PM
How to update/edit Agent's "Contact Details" via E-signature Request?
In order to update the agent's "contact details", you need to click Click the "Gear Wheel > Profile" Update the Trading Name (...
Mon, 9 Mar, 2026 at 5:16 PM