Getting Started Guide for Bookkeeper
LodgeiT is also designed to be used by bookkeepers. By adopting LodgeiT and our suggested processes, you will be joining a growing legion of business owner’s who enjoy the benefits of significantly enhanced compliance automation and the associated benefits of time-savings and higher quality data production.
To get started with LodgeiT, we suggest the following approach:
STEP 1: Sign-up to LodgeiT through this link and save the URL for easy access.
Click here to watch related video on how to get start (process is for Business Owner, but still the same steps aside from “Practice Type” should be as “BAS Agent”)
STEP 2: You’ll need a mobile phone for the next Step, code verification will be sent to proceed and authenticate
Be sure to switch from text reminders to Google 2FA for a superior user experience.
Select PRACTICE TYPE as “BAS Agent”.
Make sure to select the correct ENTITY TYPE, which entity are you signing up that has an ABN and an Auskey
In this example, we will sign-up using “Individual” as the “Entity Type”.
Then proceed filling other details.
LodgeiT Account holder is set-up under an Individual BAS Agent “Mae Doe”
STEP 3: You’ll be encouraged to work your way through our basic induction process.
Click below links to know more about the detailed process –
– Connect LodgeiT to ATO
– Complete Details
– Add Related Entities / Adding Client
– Define Clients’ Relationship
– Import Financials
– Creating a Tax Return (Forms for Bookkeeper: Activity Statement , Tax File Number Declaration , PAYG Payment Summary, and Taxable Payments Annual Report)
Additional steps you may want to consider:
Adding team member
Configuring the system for your team. Remember, with LodgeiT we don’t care how many team members you have or where they are located.
Once you’ve got your firm started on the LodgeiT Journey, we suggest the following course of action.
Learn how to use the LodgeiT tools including :
Sending forms for client digital signing
Special purpose financial reports
Smart Excel Utility (Excel Report / Financial Import)
Share register Franking Credits
Other tax related reconciliation tools
Share buy/sell tools
Accounts & security