Video Course: HandiTrust
This video course consists of a set of 3 videos, each covering specific topics. 
| HandiTrust |
Course Level |
| Duration |
Pricing |
Pre-Requisite |
Beginner |
Intermed |
Advanced |
| 3 Videos x 9-min each |
$300* |
None |
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|
* pricing for current Financial Year subscription; unlimited access.
HandiTrust 1
HandiTrust setup and configuration, including processing clients opening balances.
- Selecting your ruling body
- Navigating HandiTrust
- Creating the firm and bank accounts
- Entering client opening balances
- Creating authorities
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HandiTrust 2
Processing, viewing and how to reverse transactions in HandiTrust.
- Journals
- Client receipts
- Service fees
- Client Payments
- ATO Refunds
- Client cards
- Firm Payments
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HandiTrust 3
HandiTax setup for integration with HandiTrust, processing HandiTrust transactions from HandiTax and reconciling your bank account in HandiTrust.
- HandiTax assessment notice
- Front cover defaults
- ATO EFT Reconciliation report
- Bank reconciliation
- Correcting errors
- Reports
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