A new HandiSoft index file is required:
to increase user licenses.
to update the tax agent name and number (Note: Business owner is required to notify Access of the change in tax agent details).
for new installations.
activating a new HandiSoft Online user.
Index files for HandiTax can be downloaded within the program for 2010 programs onwards. The process differs slightly for HandiTax 2009 and prior.
Important: Your computer will need an internet connection
HandiTax 2010 and onwards (existing desktop installation)
To download an index file:
Log in to any HandiSoft 2010-to the latest year.
From the Tools menu, click Copy a New HandiSoft Index File.
Select Download, then click OK.
The new Index File is saved in your \HSoft directory.
HandiTax 2010 and onwards (new desktop installation)
If you have recently purchased HandiTax from 2010 to the current year:
Download and install the Prior Year HandiTax Software.
Start the relevant prior HandiTax year.
As this is the first time you are launching the prior HandiTax year, you will be presented with an Index File Update window. Select Download.
Enter your eight-digit Customer Reference Code and Customer Identification Number, then click OK.
Ensure you are connected to the internet, then click OK.
When successful, select your login username, then click Start.