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HandiTax SQL

Version 1.03

Version: 2015 Version 1.03

Released:21 July 2015

Download Update File

UPDATE INFORMATION

It is important that you have installed Version 1.00 of this software from the 2015 v1.00 CD before applying this web update.

PRODUCT CHANGES

  • Pre-fill 2015 enhancements
    • Private health fund codes now import correctly.
    • When deleting pre-filled items the visible prefill icon will now always clear.
    • Create new client from prefill updated to ensure client reference is always uppercase.
  • Tax estimate updated
    • Fixed amounts incorrectly appearing in HELP repayment field (limited situations).
    • TSL repayments now correctly included in subtotal.
  • Form I worksheet copy updated by removing the duplication of the heading relating to Item D15.

Version 1.02

PRODUCT CHANGES

  • Added Pre-fill Report 2015 functionality
    • XML files from the ATO portal can be imported into HandiTax.
    • Note: File path is specified via Options / Tax Form Options / Prefill report path.

    • Content & layout changes per ATO Pre-filling Report 2015 specification.
    • Tax estimate includes outstanding TSL.
    • Distributions from partnerships now included.
    • Prefill rollover entries from 2014 are now matched with 2015 entries where possible.
    • Important Note: Pre-fill data should not be relied upon exclusively and may be incomplete. Pre-filled data must be reviewed prior to lodgment.

  • Estimate updated
    • Tax estimate updated with Trade support loans (TSL) now separated from HELP debt in tax estimate.
    • Temporary Budget Repair Levy adjusted to include capital gains amounts.
  • Resolved the issue of incorrectly prompting that the HandiTax license is expiring where in fact the licenses are valid (limited situations).
  • Resolved the "Invalid child number..." error when importing into an SMSF form from the SuperFund program.
  • F1 Help Updated.

Version 1.01

PRODUCT CHANGES

  • Estimate Updated
    • HECS/HELP thresholds.
    • ETP offset calculation for ETP Code D.
    • Medicare Levy Surcharge Tier 3 family threshold updated from $270,001 to $280,001.
  • V35 error removed from tag ^CFC in the Work Related Expenses Schedule.
  • NOTE: The ATO initially applied a V35 check against tag ^CFC however reverted this to having no V35 check applied to it from early July.

  • V15 error updated for Dividend & Interest Schedule where an "&" (ampersand) appears.
  • Company Tax Return updated for transfer of values to Item 21 from R&D Schedule.
  • Quantities Report updated (Report / Return / Quantities Report)
    • to allow filtering by Partner/Manager/Staff/Office.
    • with an option to 'Include non-current clients'.
  • Blank identifiers updated
    • DOB fields categorised as "Other" type.
    • Form MS Item 3 ABN now blanks using "TFN".
    • Form T Item 11 Banks name, branch and account number now blanks using "Bank".
  • Zone Offset warning removed for situations where ATI was over $150,000.
  • F1 Help Updated.

Version 1.00

PRODUCT CHANGES

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