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HandiTax SQL

Version 1.03

Version: 2014 Version 1.03

Released: 22 July 2014

Download Update File


It is important that you have installed Version 1.00 of this software from the 2014 v1.00 CD before applying this web update.


  • 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