HandiTax
Roll Over One Client
Roll Over One Client
Rolling over one client at a time
HandiTax allows you to roll over one client at a time. This feature can be used for a new
client who has prior year tax returns to complete, this will enable you to set them up in the
first year that you need to complete a tax return for them, and roll them forward as you
complete each year's return. It could also be used for an existing client who has not
completed their prior year tax returns. In this instance, you will go back to the first year
you need to complete the tax return for and roll them forward as you complete each year's
return.
If the client does not exist in the year you are rolling into, both the client and the return will
roll over. However, if the client already exists and does not have a tax return attached,
only the tax return will roll over.
To roll over for an existing client
1. Open the earliest HandiTax program in which the client exists.
2. Select the Client.
3. From the Client menu, click Recalculate client's tax details.
4. In the Client Expressions window, highlight Selected and click Select.
5. Open up the next year's HandiTax program.
6. From the Tools menu, click Roll over client files from 20nn.
7. In the Tax Roll Over from prior year window select either One client by ref no or
One Client by TFN, complete the relevant details and click OK.
8. An information box will advise you that the client was rolled over successfully.
However, as the client already existed without a return, it will advise that the return
has rolled over but no client
To roll over a new client
1. Open the earliest HandiTax program in which the client needs to complete a tax
return.
2. From the Client menu, click New.
3. Enter the client details and complete the tax return in the normal manner.
4. From the Client menu, click Recalculate client's tax details.
To find out more visit www.sagehandisoft.com.au
or contact our support team on (08) 9245 0666 or email [email protected]
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5. In the Client Expressions window, highlight Selected and click Select.
6. Open up the next year's HandiTax program.
7. From the Tools menu, click Roll over client files from 20nn.
8. In the Tax Roll Over from prior year window select either One client by ref no or
One Client by TFN, complete the relevant details and click OK.
9. An information box will advise you that the client and return was rolled over
successfully.
To find out more visit www.sagehandisoft.com.au
or contact our support team on (08) 9245 0666 or email [email protected]
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