Firm Management

Lodgement

• Adding an ABN to a Lodging Party Contact
• ATO Documents
• How to add a firm/company with a director/individual as a lodging party
• How to change the tax agent in the tax return
• Lodgement Screen
• Managing a Lodging Party (Tax Agent)

See all 8 articles

Contacts

• Add a Company
• Add a Person
• Add Other Entity
• BGLiD
• Contact Compliance Screen
• Contacts Screen

See all 12 articles

Users

• Admin Users
• Can I change my login email?
• Complexity Score
• Email Notifications
• Invitation Management
• Invite User, User Roles and Reset Password option

See all 13 articles