Let’s get started! Outlined below are the steps to setup LodgeiT and prepare your first return. At any stage, if you’d like additional support, please check out the LodgeiT knowledge base.
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Knock over tax time in no time with QuickBooks Tax
Getting Started with QuickBooks Tax powered by LodgeiT
What’s Included in the Platinum Package
- 250 Income Tax Returns (Company, Trust, Partnership, SMSF)
- 3000 BAS & Individual Tax Returns
- Unlimited eSignatures
- Client List Import into LodgeiT
- Unlimited Team Member Access
- Cloud Document Storage
Setting Up QuickBooks Tax powered by LodgeiT
Outlined below are a series of short videos to learn how to setup LodgeiT and prepare a return, following an advisor named Toni. If you’d like to simply see what preparing a return looks like, jump to Step 7a or 7b.
If you’d like a more comprehensive understanding of LodgeiT, check out the LodgeiT training course.
If you have any trouble accessing the training, login to QBOA, click on ProAdvisor, then Training and scroll down to the QuickBooks Tax training course.
Getting Started
You can have unlimited team members access LodgeiT. Learn how to set up your team and manage what areas they can access.
Inviting team members in to LodgeiT
Managing team access to specific clients or access levels within the firm
Additional support
To help you learn more about LodgeiT, check out these Frequently Asked Questions. If you need additional information, please visit LodgeiT Knowledge.
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