HandiTax

Version 2.01

Version: 2011 Version 2.01

Released: 31 January 2012

 Download Update File

UPDATE INFORMATION

This web update should only be installed if Version 2.00 of the software has been installed from the 2011 Version 2.00 CD

PRODUCT CHANGES

• 2012 FBT return (Form EB) added (available on ELS gateway 1 April 2012).
• Taxform Summary added to the Company Tax Return (Form C) and Self Managed Superfund Return (Form MS - current year only).
• Error Navigator updated -
  • Error & Warning messages are now separated when viewing.
  • GoTo functionality enhanced for Warnings.
• W1101 (warning message) updated.
• Prior Year Lodgments window now displays only years with files for lodgment.
• Transitional ETP Offset Calculation updated for Lower Rate Cap situations.
• ELS Declaration updated -
  • Part B (EFT) has been removed from Partnership return (Form P).
  • Part B (EFT) now included in Self Managed Superfund return (Form MS).
• The STS Taxpayer label on Client's Tax Form Details window has been removed.

Version 2.00

PRODUCT CHANGES

Released November 2011 on CD only. Further details of changes are available on the Product CD.

Version 1.05

PRODUCT CHANGES 

• Pre-Fill Report 2011 changes
  • Foreign employment income updated.
  • Managed funds updated.
• V342 updated (Form T).
• V1220 updated.
• V2405 updated (Form I).
• Resolved an issue with printer collation for multiple copies of reports in Windows XP systems.

Version 1.04

PRODUCT CHANGES

• 2011.11 ELS Specification changes -
  • Updated V117F, V140, V141, V172, V182D, V334, V414, V1682H, V2392.
  • Added V2454, V2455 (Form TD).
  • Added W1036.
• Medicare Levy calculation updated where Super Lump Sum and ETP both exist.
• "Client Expressions" added to the report menu.
• Rollover for single client by TFN now works where different client reference code.
• Import ASCII file updated to fix deceased date duplication.
• Tax return status update via ATO validation report updated where custom statuses used.
• "More" button updated -
  • Button now activates at 50 beneficiaries (Form T Item 65).
  • Re-sized window to fit new data-entry fields.
• Enhancements added to the "Income Test" items (Form I).
• Automatic daytime phone number updated (Form I front cover).
• Resolved an issue with printer collation for multiple copies of reports in Windows 7 systems.

Version 1.03

PRODUCT CHANGES

• Pre-Fill Report 2011 functionality has been added.
  • CSV files can be imported into HandiTax.
  • File path is specified via Options / Tax Form Options.
  • Content & layout changes per ATO Pre-filling Report 2011 specification.
  NOTE : Please refer to ATO Assist for additional details on the availability of prefill information. 
  ATO Assist - Prefill information
• SATO/Pensioner estimate thresholds updated for code A, P & I.
• Capital Gains Schedule - Part I (UNCL carried forward) updated.

Version 1.02

PRODUCT CHANGES

• Added function to confirm rollover details where amendment form(s) exists in 2010.
• V2199a corrected (CGT questions) - now included in EI, ET, EC, EF & MS returns.
• Status Return report has been updated to include totals of amendment returns.
• New standard report "Beneficiary Listing - Missing Address" added.
• Form TD (Trust Details) - Taxpayer declaration added.

Version 1.01

PRODUCT CHANGES 

• V2442 (Form T) updated.
• V2451 (Schedule G) updated.
• V334 (Form I) updated, removed private health insurance codes HBA, MBF, MCL, SCI and UAD.
• Tax Estimate updated where both ETP and Super Lump Sum offsets received.
• Capital Gains Worksheet updated to correct error where multiple disposals present.
• Beneficiary Details (Schedule G) auto fill process updated.
• Standard expression "Current Clients" updated.
• 'Beneficiary Listings - Missing TFN' report updated to include returns status and DOB.
• 'Beneficiary Listings - Missing TFN' and 'SMSF Member' reports can now be accessed through the report designer.
• F1 links updated for Partnership & Trust returns, Trust Details Form, Beneficiary Details and Consolidated Groups Losses Schedule.

Version 1.00

PRODUCT CHANGES

Released June 2011 on CD only. Further details of changes are available on the Product CD.