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Tax Return Summary Report

Tax return summary report with prior year comparisons

HandiTax allows you to display a summary report of the tax return, with the option to display the current and prior years' summary data in a single report.

To view the report

  • From the "Tax Return Outline" window, click Summary.

Option to display two prior year details

  • From the Options menu, click Tax Form Options and select the Show PY details in the Tax Form Summary check box. (You have an option to select two years prior details and also highlight significant changes)

Tax Return Summary Report can be included in your print outs

The Tax Return Summary report can also be included in your print out.

From the Edit menu, click Print Tax Returns or F9.

and in the "Custom Client Copy" print options.

Notes:

  • Details must be available in the prior years' tax return, and you need to have done the Recalculation of Clients Tax Details in the prior year. (This is usually done at the beginning of the year when you roll forward your clients to the current year, however, you can do the Recalculation of Client Tax Details now, if you have not already done so.).
  • This report is useful when interviewing a client, reviewing their position, or even saving you from having to make a copy of their prior return to compare figures.
  • Prior year comparison figures are available for Individual, Company, Partnership and Trust returns, however, SMSF returns will only show the current year.

Program and version

HandiTax 2011, version 2.01 onwards