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Video Course: HandiTax

This video course consists of a set of 8 videos, each covering specific topics.                  

HandiTax Course Level
Duration Pricing Pre-Requisite Beginner Intermed Advanced
8 Videos x 12-min each $300* None

* pricing for current Financial Year subscription; unlimited access.
 

HandiTax 1

 This video will introduce you to navigating HandiTax and adding new clients

  • Navigation
  • Customisation
  • Help
  • Adding a new client

HandiTax 2

 This video will introduce you to creating a new return, entering and exiting a tax return

  • Creating a tax return without a
    database *new
  • Create a new return
  • Entering and navigating a tax return
  • Exit return

HandiTax 3

This video will introduce you to data entry within the tax return

  • Salary and wages
  • Interest
  • Funds
  • Capital gains
  • Pre-fill report  

HandiTax 4

This video will introduce you to the A5 spousal transfer, rental and depreciation data entry

  • A5 spousal transfer
  • Rental statement
  • Depreciation worksheet

HandiTax 5

This video will introduce you to further data entry in the tax estimate, importing from HandiLedger and doing a Trust distribution

  • Entering PAYG and HECS information *new
  • Entering medical expenses *new
  • Importing from HandiLedger *new
  • Trust distribution *new  

HandiTax 6

 This video will introduce you to correcting errors, printing tax returns and blanking out client information on printed tax returns

  •  Errors
  • Printing
  • Blank identifiers *new

HandiTax 7

This video will introduce you to setting up your ELS and lodging your tax returns

  • Set up ELS
  • Lodge tax returns

HandiTax 8

This video will introduce you to advanced features in HandiTax

  • Locking lodged tax returns *new
  • Customisation of printing tax returns *new
  • Amendments *new
  • Signatures *new
  • Reporting options in the depreciation worksheet *new
  • Automatic update of status through the validation report *new