ATO credentials, also known as machine credentials, are required for secure communication with the Australian Taxation Office (ATO). These credentials are created via the Relationship Authorisation Manager (RAM) website and then configured in HandiTax.
To set the ATO Credential in the current year of HandiTax:
Open HandiTax and go to Lodgment, Set ATO Credentials.
Choose the option to browse to your keystore file.
Select the
keystore-new.xmlfile from the destination folder and click Open.From the Select Credential drop-down menu, select your credential.
Enter your keystore password and click OK.
Click OK again and restart HandiTax.
Log back into HandiTax.
Attempt a lodgment or prefill to confirm the setup is successful.
Troubleshooting Common Issues
If you encounter an error when selecting "Set ATO Credentials" in HandiTax, follow these steps:
Ensure all users close all HandiSoft applications.
Open File Explorer and navigate to the HSoft\Apps folder.
Locate the configuration file for the HandiTax year you are having issues with, e.g., HT[yy].exe.Config.
Rename the file to HT[yy].exe.ConfigOLD.
Launch the HandiTax year you renamed the config file for, and go to Lodgment, Set ATO Credentials.
Select your keystore file, enter the keystore password, and confirm. HandiTax will recreate the required configuration file. If the "Set ATO Credentials" option is greyed out, ensure you are logged in with the supervisor password (not an operator) and verify that Practice Manager Security settings are not restricting access.
Additional Troubleshooting Tips
Always ensure you have the correct supervisor password to access restricted features.
Verify that Practice Manager Security settings are not blocking access to the "Set ATO Credentials" option.
If issues persist, consider consulting the HandiTax support team for further assistance.