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HandiTax: Functionality

ATO Pre-fill report functionality

ATO Assessments: Processing ATO assessment notices in HandiTax can be posted directly into HandiTrust

Displaying the Taxable Income and Estimate as running totals

Duplicating a return into the selected client

Editing the tax form: The Goto button

Error Navigator: Accessing and interpreting ATO validation "V" error messages

Front cover contact details

Function keys

HandiLedger to HandiTax transfer

Help F1 option not working

Importing from the ATO client list

Imputation Credit: Automatic fill for franked dividend

Managed Funds: Distributions from Managed Funds

Managed Funds: Splitting funds between tax returns

PAYG income tax instalment in the estimate

Preventing users making changes to lodged returns

Reassigning clients to a tax agent number

Recording notes on your clients tax returns

Related reference field can be used to populate spouse details

Reselecting a client

Return information window

Rolling over one client at a time

Saving a prior year tax return in Document Manager

Splitting the interest and dividend items

Tax Estimate: Customising the Tax Estimate

Tax Estimate: Negative Medicare Levy Surcharge

Tax returns: Changing the background colour

Transferring a depreciation schedule from HandiTax to HandiLedger

Transfer of items in the program for individual tax returns

Transferring the rental property statement to the tax return of the other part owners

Trust return: Retaining beneficiary details for roll over and record keeping purposes