Version 2.04
Version: 2012 Version 2.04
Released: 21st February 2013
Download Update File
UPDATE INFORMATION
It is important that you have installed Version 2.00 of this software from the 2012 v2.00 CD before applying this web update.
PRODUCT CHANGES
- 'Not a valid integer' message corrected in "Assessment Notice Input"
- Incorporated an F5 address picklist into the first line of the following address fields
- Form I - Item P6
- Form P - Item 38
- Form T - Item 38
- Business Worksheet - Header Details
- Dividend & Interest Schedule - Header Details
- Franking Account Worksheet - Section A
- Family Trust Election Schedule - Items 5 & 8
- Interposed Entity Election Schedule - Items 6, 9, 11 & 12
- Enhanced the BAS XML Import process for the 'Total Sales' figure
Version 2.03
PRODUCT CHANGES
- 2013 FBT return (Form EB) added (available on ELS gateway 1st April 2013)
- Added two new reports to the F11 reports list. Each report lists Interview - Lodged - Assessed dates and the total number of days between these dates
- Productivity Dates Report
- Productivity Dates Report - Form Listing
- Enhanced the warning where spouse income amounts are transferred using related ref at Item A6
- Activity Statement ELS Declaration layout adjusted to separate Part A header title and date range
Version 2.02
PRODUCT CHANGES
- Corrected the calculation of the Flood Levy where the taxpayer has Exempt Foreign Income
- Prefill functionality for XML has been enhanced to correctly import apportioned amounts in all situations
- RPTCL Report functionality has been enhanced to include the processing of Self Managed Super Funds via the Client List Report, where the ATO bundles MS & F in the report
- PAYG Schedule previewing and printing now correctly shows 2012 in the header
Version 2.01
PRODUCT CHANGES
Released November 2012 on CD only. Further details of changes are available on the Product CD
Version 1.06
PRODUCT CHANGES
- Made minor Validation Error corrections - V2405, V2483, V331C
- Form I changes
- Corrected the calculation of the Low Income Tax Offset for minors with earned income
- Corrected the PAYG Instalment % rate where Item 13 Franked Distributions is reported
- Updated Items IT5 and IT6 automatic transfer of values from Item 13
- Made minor wording adjustments
- Removed the ETR section from the Short Form I declaration
- The Super Co-contributions Worksheet no longer doubles up the transferred value from Item 13 Franked Distributions
- Enhanced the Depreciation Worksheet to import assets from a CSV file
- Enhanced the F4 Calculator for the 2012-13 tax free component
Version 1.05
PRODUCT CHANGES
- 2012.8 ELS Specification changes
- Updated V2526a, V2526b, V2526c, v2531a, v2531b, v2531c, V2607 (International dealings schedule)
- Added warning to Form F: "Code 'F - Forex gains' not applicable to 'Other income' codes"
- Added Warning to Form F: "Code 'F - Foreign exchange losses' not applicable to 'Other deductions' codes"
- Transferrs between returns
- Resolved the "Incompatible schedule" error
- The Target Client now defaults to the selected client's Related Reference code entered in the "Clients Detail" window
- Updated the Taxpayer Declarations prefills in the following schedules - PSI, Capital Allowances, Capital Gains Tax, Consolidated groups, Losses, R&D, Super Lump Sum, International Dealings, ETP
- The Tax Agent details no longer prefill the taxpayer's contact details
- When the taxpayer's contact details are input, the Tax Agent contact details are no longer overwritten in the Main Form and schedules
- International Dealings Schedule, Item 4, Specified country, labels B,H and N - specified country codes removed by the ATO: 'CUW' - Curacao and 'SXM' - Saint Martin (Dutch part)
- Form MS (Self-Managed Superfund) Amount due or refundable now updates the Estimate field in the "Client's Tax Form Details" window
- The Individual Offsets Worksheet now previews and prints correctly
- Updating the return lodgment status via validation reports now works where the "/" character is used in the name
- Indexation has been activated in the CGT Worksheet
- Added a 'Rounding' value to the Capital gains - Summary Listing report to ensure the Net Cap Gain total agrees with the CGT Schedule
- Merge files from disk now allows zipped files to be merged when the Use Zipped file check box is selected
- When using Copy tagged clients to disk and selecting the Remove ATO identifiers check box, TFNs and names are replaced with "REMOVED" in the following additional items and sections
- Form P & T - Item 8, 65
- Form I - Item 13, T13
- Form MS - Section F / Section G: Member Information
- Enhanced reports - Lodgment Program Statistics and BAS-IAS Lodgment Statistics
- Added a Date field
- Updated Prior Year Statistics
Version 1.04
PRODUCT CHANGES
- Added Pre-fill Report 2012 functionality
- CSV files can be imported into HandiTax
- The file path is specified via Options / Tax Form Options / Prefill report path
- Content and layout changes per ATO Pre-filling Report 2012 specification
- Updated forms
- Form I - Updated V1965, V1966B and V1972
- Form T - Updated V2463
- Form TD (Trust Details) - Updated declaration
- Updated F4 Calculator with 2012-13 proposed Medicare rates
- Corrected automatic transfers where the client is marked private in security
Version 1.03
PRODUCT CHANGES
Important
An issue has been identified whereby the T8 Zone Offset calculation in the Individual offset worksheet may have determined a higher offset value than claimable.
You should review all completed returns with a zone offset which have a dependent spouse offset claim and include a dependent child/student.
For further information please refer here
- Individual offsets worksheet updated for T8 Zone Offset where dependent spouse offset claimed with dependent child/student.
- Form T Item 64 Income from trust estate, now printing on worksheet copy when completed.
- F1 Help updated for
- Trust
- Partnership
- Fund
- Self Managed Superfund
- R&D schedule
- International dealings schedule
- Consolidated group losses schedule
- Consolidated group formation notification schedule
Version 1.02
PRODUCT CHANGES
- Female SATO/Veterans DOB calculation corrected.
- Flood Levy calculation corrected where capital gains exist.
- Transfer of item/schedules between returns updated to resolve error message.
- Form C now automatically calculates T1 - Tax on taxable income in the Calculation statement.
- International dealings schedule - Item 24 now states correctly "Go to question 27" as per ATO spec change.
- V2523a, V2524 & V2529 - International dealings schedule - corrected.
- CGT Worksheet field widths adjusted so #### do not appear in the report.
Version 1.01
PRODUCT CHANGES
- Calculation of Low Income Tax Offset for minors with unearned income corrected.
- PAYG Uplift factor corrected - 6%.
- Individual Offset Worksheet updated for T8 Zone Offset to include unused dependant spouse offset.
- Form F Item 11M rollover updated.
- Managed Funds data entry has been added (Form I).
- Distributions received from Partnerships/Trusts updated (Form I Item 13, Forms P & T Item 8)
- Transferring Partnership values into Form I corrected.
- Additional error added when Partnership/Trust entity code not entered.
- Additional warning added when duplicate TFN's entered.
- Form P Item 65 warning added when duplicate TFN used.
Version 1.00
PRODUCT CHANGES
Released June 2012 on CD only. Further details of changes are available on the Product CD