How to Configure Settings for a Company - LodgeIT

How to Configure Settings for a Company

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Before attempting to complete a company tax return, be sure to complete the settings for the company. Failure to do so will result in form errors.

 

Fill ALL fields as market below.

 

Settings —>General

 

 

Settings –> Contact Details

 

Note –
a. If you are not a Tax or BAS Agent, do not tick the first radio box.
b. To input the signatory, add via the +, then Add Clients.

 

 

Settings —> Tax