Firm Management

Lodgement

• Adding a Lodging Party (Tax Agent)
• Adding an ABN to a Lodging Party Contact
• How to add a firm/company with a director/individual as a lodging party
• How to change the tax agent in the tax return
• No lodging party has been attached to this fund. Please setup the Lodging Party from the Settings screen.
• Please update lodging party from the Tax Compliance > Section K to correctly link fund to a lodging party

Contacts

• Add a Company
• Add a Person
• Add Other Entity
• Contacts Screen
• Delete a Contact
• Duplicate Contacts

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Users

• Admin Users
• Can I change my login email?
• Email Notifications
• Invitation Management
• Invite User, User Roles and Reset Password option
• Inviting an Auditor to Simple Fund 360

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