Human escalation

Lodgey is designed to handle the full preparation workflow autonomously. But it knows when to stop and involve you — or suggest you involve a professional.

How Lodgey escalates

Asks you before acting

Lodgey presents structured choices at every decision point. It won’t silently make assumptions. If there’s ambiguity — which property, which financial year, which loan — it asks.

For complex scenarios with multiple interpretations, Lodgey explains each option and lets you choose:

I found two properties in your documents:
1. 15 Maple Street, Richmond (sold)
2. 22 Oak Avenue, Pakenham (current rental)

Which property does this loan statement relate to?

Flags uncertainty

When Lodgey isn’t confident in a figure or interpretation, it explicitly marks it:

• Evidence is tagged as estimated rather than confirmed
• Chat messages flag uncertainty: “I’m estimating the insurance at $1,800 based on your email — please confirm when you find the actual renewal notice.”
• The gap analysis distinguishes between “have an estimate” and “have nothing”

Suggests professional help

Lodgey will recommend involving a tax professional when it encounters:

• Situations outside its scope (international income, complex trusts, SMSF compliance)
• ATO disputes or audit correspondence
• Transactions where the tax treatment is genuinely ambiguous
• Numbers that don’t reconcile after multiple attempts

The recommendation is explicit:

“This transaction involves a mixed-purpose loan with a redraw used for both personal and investment purposes. I can estimate the deductible portion, but I’d recommend confirming the split with your accountant before lodging.”

Getting human help

Feedback

Click your avatar → Feedback to report issues, request features, or ask for help. Select a topic:

• Troubleshooting — something isn’t working
• Feature request — something you wish Lodgey could do
• Bug report — incorrect behaviour or calculation errors
• General feedback — anything else

Corrections

If Lodgey gets something wrong, just tell it:

That's not right — the rent is $480/week, not $450.

Lodgey will immediately update the situation, recalculate affected figures, and confirm the correction. It won’t argue or insist on its previous answer.

Interrupting

If Lodgey is mid-process and you need it to stop or change direction, just send a new message. The agent will pause its current task and address your new instruction.

Starting over

If a conversation goes off track, start a new session within the same project. All your documents, evidence, and situation data are preserved — only the chat history resets. Lodgey will read the project memory and pick up where things were consistent.