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Client summary Client portal user registration : support Downloading and importing integrated account from ato portal : lodgeit
Downloading and importing integrated account from ato portal : lodgeit
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To download the statement, click on the activity statement accountClick on [accounts and payments] > accounts summary Authorized representativesAdd permission in customer portal.
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What finance brokers need to know about integrated client accounts
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To download the Statement, click on the Activity Statement Account
Add New ATO Portal to Practice Protect – Practice Protect Support
Portal Agent config
Downloading and Importing Integrated Account from ATO Portal : LodgeiT
Downloading and Importing Integrated Account from ATO Portal : LodgeiT
Client Portal User Registration : Support
What Finance Brokers Need to Know About Integrated Client Accounts