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HandiTax Module 2

Course Outline - Classroom Training

In this course, you will advance your basic knowledge of HandiTax to an intermediate level, where you will develop skills that will take you toward being a power user of HandiTax. You will use all the HandiTax features that enable you to prepare tax returns for all entity types.

We recommend completion of HandiTax Module 1 before taking this course.

On completion of the HandiTax Module 2 course, you should be able to do the following:

 Individual Returns

  • Create a Rental Statement
  • Create a Depreciation Worksheet
  • Transfer schedules between clients
  • Complete a Business Worksheet - Sole Trader
  • Asset Pooling
  • Create the Other Vehicles and Travel worksheet
  • Create a Capital Gains worksheet
 Amendments
  • Processing an Amendment
 Company Returns
  • Transfer company data
  • Data entry
  • Common errors
  • Franking account balance

 Trust Returns

  • Distributing trust profits to beneficiaries
  • Automatically transfer into the Individual return
 ATO Report Requests
  • Tax Agent Report Request (RR)
  • Solicited reports
  • Unsolicited report
  • Importing Activity Statements
  • Generating Activity Statement reports 

 Power Features

  • Automate tasks with macros
  • Preparing a BAS for transfer to HandiTax
  • Tax Return export to PDF/Email
  • Calculators
  • Notify - sending SMSs
  • Sending emails

 Reports

  • Using the Report Builder

 
Pricing:
$300 per attendee

Duration: 3 hours
 

How to Book:

Go to the Classroom Training Schedule to for available dates and venues for this course.