Saving a prior year tax return in Document Manager

Saving tax returns from a prior year HandiTax program

This article sets out how to save a tax return from a prior year program into Practice Manager - Document Manager in a PDF format.

Saving a tax return from a prior year tax program into Document Manager

Prior year tax programs utilise different data files to your current year HandiSoft programs. A tax return from a prior year tax program can be saved into Document Manager as follows: 

1. Open the prior year HandiTax program and preview the Worksheet copy of the Income Tax Return.
2. From the File menu click Export to PDF.
3. In the "Export to PDF" window, clear the Save check box, select the Open with PDF reader check box, and click Generate.
4. In the PDF reader window, from the File menu click Save a Copy.
5. Save the copy into your 'Watch' directory, from where it can be filed into the client folder.  

Program and version

Document Manager, all versions

HandiTax 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004 and 2003