If you need help resolving SBR errors, you can upload your data to the HandiSoft Support Team using the Customer Service Portal.
Copy the data files
Log in to HandiTax.
Tag the client return(s) and include all related returns, e.g. Spouse, Trust, and Beneficiaries.
Press F6 to review the tagged returns.
Go to Tools, Copy tagged clients to disk/email, Disk/Directory, click Browse to select a location to save the files e.g. Desktop.
Save the files.
The files will be called Clients.nnd and Returns.nnd. (where nn relates to the HandiTax year e.g. HandiTax 2025 files will be called Clients.25d and Returns.25d).
Create the error report
To investigate SBR errors or ATO rejections, we will also require the error report.
If the return contains SBR errors:
Log in to HandiTax and select the return.
Click Errors to produce the SBR errors report.
Click Report, Open As PDF.
Save the report to your desktop.
If the return is rejected:
Log in to HandiTax, then go to Reports, Report Navigator.
From the SBR Lodgments tab, highlight the rejected lodgment, click View, Open As PDF.
Save the report to your desktop.
Upload data files to the case via the Customer Service Portal
Log in to the Customer Success Portal.
Go to the I'm A Customer section, and click the link Sign in to my Portal.
Once logged in, scroll down and click on Create a Case, then follow the prompts to submit a new case.
If a HandiSoft Support consultant has created a case for you, click on My Open Cases.
Select the hyperlink to the existing case record.
On the right-hand side, click Upload Files to upload your files and then add a comment to advise your consultant of the uploaded files.