To send HandiTax data from one database to another, you can follow these steps.
Copy HandiTax data
Open HandiTax in the required year.
Tag the tax return(s).
Press F6 to ensure the tagged returns are correct.
From the Tools menu, click Copy tagged client to disk/email.
Select Directory/drive and then click Browse.
Browse to the required location, highlight the location, then click OK.
If tax return files already exist in the same location, review the information in the window to Delete, Merge or Cancel as required.
Click OK on the confirmation window.
Both Clients.nnd and Returns.nnd files are required and will be in your designated folder (where nn designates the year).
Email HandiTax data
Note: The following option is available when Microsoft Outlook is your default email program.
Open HandiTax in the required year.
Tag the tax return(s).
Press F6 to ensure the tagged returns are correct.
From the Tools menu, click Copy tagged clients to disk/email.
Select Email recipient and then click OK.
Your Microsoft Outlook will open with attached files.
Forward the email with the attached files to the recipient.
Tip:
Compress files checked - data sent as a zip file.
Compress files unchecked - data sent as two files (e.g. Clients.25d and Returns.25d).
Remove ATO identifiers - removes the TFN and client name.
Include client extra data - data contained in the extra tab in the client database.
Note:
If the Client Reference code/TFN matches in both sending and receiving programs, to ensure data is not overwritten, you will need to change a client's reference code.
Data exported from an ODB platform cannot be imported into an SQL platform (or vice versa).
If a case requires further investigation, you can send HandiTax data to the support team.