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HandiTax SQL

Version 3.02

Version: 2014 Version 3.02

Released: 6 May 2015

Download Update File


It is important that you have installed Version 3.00 of this software from the 2014 v3.00 CD before applying this web update.


  • Integration with Sage One - import your clients' BAS information into HandiTax..

    Your small business clients can now join more than 115,000 global users of this proven, easy to use cloud accounting app. Sage One Accounting incorporates payroll and bank feeds for a surprisingly low monthly fee. Plus, HandiSoft users can receive rebates towards software licence fees. Goto Sage One for further information and join the Adviser Program to get your free copy and any time access to your clients' GLs.

    Sage One import functions will be demonstrated live in our Tax and Productivity eSeminar. Click here for more details.

  • Tax estimate updated
    • Item D9 (gifts) is no longer apportioned for PP averaging estimate.
    • ItemT6 (net medical expenses) offset updated where spouse died during the year.

Version 3.01


  • Form P and T worksheet copy printing updated for Capital Allowances item.
  • ELS lodging process now checks whether tagged returns are selected by another user and if so they are unable to be lodged.
  • Tag/Untag client batch (F6) corrected for tagging by TFN.
  • Batch create Activity Statement Summary Report (RPTOM) via Report Navigator updated with select 'All' and 'None' buttons.
  • Batch create Form CU (Client Update) updated to pre-fill Client postal address where chosen.
  • ELS Options updated so when the 'ELS Folder' is chosen on a network drive it correctly displays the path.
  • Pre-fill updated
    • Tax Form Options updated so when the 'Pre-fill Folder' path is chosen on a network drive it correctly displays the path.
    • Payment Summary type 'P' import field 7N corrected.
  • F1 Help updated.

Version 3.00


Released April 2015 on CD only. Further details of changes are available on the Product CD.

Version 2.05


  • 2015 FBT return (Form EB) added (available on ELS gateway 1 April 2015).
  • V1787B updated.

Version 2.04


  • Point and Claim import updated
    • Images of receipts can be viewed before importing.
    • Report includes an option to print receipt images.
  • Form I updated at Item T6 with the field length increased.
  • Tax estimate updated
    • PHIR family income threshold corrected where claim code B used.
    • NRAS offset calculation updated.
  • Resolved an issue where one user could simultaneously access the same client and return via Practice Manager Contact.
  • Printing tax returns updated.
    • Form P Items 31, 47, 48.
    • Form T Items 48, 50, 51.

Version 2.03


  • Point and Claim import updated with an option to import taxpayer receipts into the Work Related Expenses worksheet.
  • Form I updated
    • Net medical expenses (Item T6) offset updated where taxpayer deceased during year.
    • Super Lump Sum Offset calculation updated.
    • Date of Death is now always correctly transmitted by ELS where completed.
  • IAS Monthly/Quarterly updated automatic calculation of Item W5.
  • 2014.11 ELS specification change (live on ELS production gateway 4/12/14) with updated V2594 & V2635.
  • Resolved an issue where two users could simultaneously access the same client thru Practice Manager Contact.

Version 2.02


  • ATO Prefill updated
    • Security permissions have been added to HandiSecurity.
    • PAYG Summary import has been updated.
  • Changing client ref updated in HandiTax for clients with only a HandiTax, HandiLedger or HandiSecurity licence.
  • Resolved issues with exporting reports to Excel/Word/PDF when the file path was changed.
  • IAS Monthly/Quarterly ATO copy corrected.

Version 2.01


  • 2014.11 ELS specification changes (Repeal of MRRT - Loss Carry Back Offset cannot be claimed)
    • New V2816, V2817, V2818.
    • Deleted V2724, V2725, V2801.
    • Modified V2291, V2311, V2305, V2308.
  • PHIR rounding calculation revised for outcomes within a 99c range.
  • Resolved HandiTax sometimes freezing when exporting reports.
  • Resolved the issue where some clients were unable to Edit/View client details.
  • BAS & IAS updated
    • Added Quarterly and Monthly dates to the declaration when printing.
    • GST Information box corrected for printing wrapping issue.
    • Signature and date fields are now boxed.
  • ELS Transmission Summary enhanced with which reports are received (CL, CS, AS, DL, RS, AB, AI, OL and OM).
  • Capital Gains Summary Report rounding updated.
  • Custom Disclaimer setting reinstated (where applicable).
  • Point And Claim import updated for names containing spaces.
  • Div/Refund Short Form I wording updated for the warning that appears on creation.

Version 2.00


Released September 2014 on CD only. Further details of changes are available on the Product CD.

Version 1.06


  • The Minerals Resource Rent Tax Repeal and Other Measures Bill 2014 has been passed by Parliament
    • Instant asset write-off threshold reduced to $1,000 from $6,500 (acquired and installed ready for use after 31 December 2013).
    • Motor Vehicle Accelerated Depreciation discontinued (acquired and installed ready for use after 31 December 2013).
    • Company loss carry-back provisions discontinued.
Important Note - Affected taxpayers should lodge an amended 2014 tax return. To help identify these taxpayers/entities we have added
  • New report 'Depreciation Instant Asset Write Off Entries => $1,000'.
  • New report 'Depreciation Motor Vehicle Accelerated Depreciation'.
  • New filter 'Clients With Form C Loss Carry Back'.
Further Information - refer to Minister for Finance announcement
  • Added new function "Create a return from ATO prefill file"
    • Create a new 'Individual Client' and 'Form I' based upon information contained within the XML Prefill file.
    • Access via the Edit menu.
  • Tax estimate updated for the Net Medical Expenses Offset whereby a family threshold applied where spouse was only part year but present on June 30.
  • 'View ATO Copy' updated for Form I whereby Private Health Funds appear on an Other Attachments Schedule (where necessary).
  • CGT Schedule updated so overall Net Capital Gain (Item 6A) will only calculate when amounts entered pertain to a CGT event.
  • Individual Offsets Worksheet updated for Item T2, with a rollover flag to check eligibility.
  • Previewing a Custom Estimate 'Header' or 'Disclaimer' has been adjusted so the margins now reflect the tax estimate preview.
  • 'ATO Business Activity List OI (Detailed)' report (RPTAI) updated whereby the Commissioner's rate, ATO Instalment Amount & Commissioner Instalment Amount will only display when a value is present.
  • Pre-fill import updated so ATO PAYG Instalment credits now correctly recognise negative values.

Version 1.05


  • Form I updated
    • Rollover flag added to Item T2 to check eligibility.
    • T1, T5 & T7 warnings added where ATI over $150,000 and offset entered.
    • Foreign Income warning added when Net Foreign Employment Income Payment Summary has been entered.
  • Form I's linked by 'Related Ref' will, as a priority, transfer income values where the same ELS batch number is present
    • Where linked returns do not have the same ELS batch number the highest sequenced return takes priority when transferring income values.
  • Point and Claim import functionality updated
    • "refresh" button has been added to Tax Form Details window.
    • Now connecting using SSL.
  • 2014.10 ELS specification changes
    • Private Ruling no longer accepted by ELS from 1 September 2014.
  • 'ATO Business Activity List OB (Detailed)' report (RPTAB) updated
    • GST Method corrected to display 'Cash' or 'Non-cash (accruals)'.
    • Commissioner's rate & ATO Instalment Amount only display when a value is present.
  • Change of memory handling to resolve minor memory leakage in certain situations.

Version 1.04


  • Form I updated
    • Dividend refund returns access violation error when selecting has been fixed.
    • Net Medical Expenses Offset calculation adjusted for the upper expenses threshold.
    • Item 15 now appears correctly after printing return.
  • Pre-fill import updated
    • Heading and sub-heading layout has been improved.
    • New "subject to rounding" headings on the report.
  • Point and Claim import functionality updated
    • No longer attempts to sync for dividend refund and brief data entry returns.
    • Sub category field on the report now works correctly.
  • Report OM (RPTOM) corrected to import ATO instalment figure.
  • 'ATO Business Activity List OB (Detailed)' report (RPTAB) updated to allow commissioner's rate less than 1.00 to be displayed.
  • Display Schedule Information window updated so it is no longer visible whilst previewing reports on-screen.
  • Private Ruling Form ER preview issue corrected.
  • Macro functionality updated to work correctly when exiting forms and schedules.
  • F1 Help updated.

Version 1.03


  • Added Pre-fill Report 2014 functionality
    • XML files (from portal) can be imported into HandiTax.
    • File path is specified via Options / Tax Form Options / Prefill report path.
    • Content & layout changes per ATO Pre-filling Report 2014 specification
      • Tax Estimate includes outstanding HELP/SFSS and PAYG credit(s).
      • Private Health Fund details now prefill into tax return.
      • Share disposals now prefill into Capital Gains Worksheet(s).

IMPORTANT NOTE - Pre-fill data should not be relied upon exclusively and may be incomplete. Pre-filled data must be reviewed prior to lodgment.

  • V2657 updated for situations where AWG (Net Capital Gain) is blank.
  • V2701 updated for Form MS.
  • V337a and V337b updated for Form ET.
  • Franking Account Worksheet updated
    • Positive balance transfers to Form EC Item 8M.
    • Negative balance generates a general warning.
  • Dividend and Interest Schedule (Form EC) has a Warning added where TFN and address not entered.
  • Depreciation Worksheet historical purchase dates now display correctly where available.
  • Front Cover updated for amendment labels.
  • Taxform Summary updated
    • Spelling mistake corrected.
    • Form C report corrected.
  • Point and Claim import functionality updated for Tax agent number format and tax return date range issues.
  • F1 Help updated.

Version 1.02


  • SAPTO calculation updated for unused spouse transfer (limited situations).
  • Point & Claim import functionality updated with the ability to create a report of the Point and Claim receipts.
  • Form C CGT Losses Brought Forward correctly appears in corresponding Carried Forward fields.

Version 1.01


  • Tax Estimate updated for PHIR.
  • Point & Claim import functionality updated so that postcode is not required when requesting client data.
  • V9 error (Form I email address) fixed.
  • Form RR (Report Request) updated.
  • CGT worksheet summary updated (heading text only).
  • Form I Tax Estimate comparison item label now shows refund/payable correctly in all situations.
  • F1 help updated.

Version 1.00


Released June 2014 on CD only. Further details of changes are available on the Product CD