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 the current year through to and including HandiTax 2010. The process differs slightly for HandiTax 2009 and prior.
Important: Your computer will need an internet connection.
Existing Installations - current year through to 2010
To download an index file:
Log in to the current HandiTax year.
From the Tools menu, click Copy a New HandiSoft Index File.
Select Download, then click OK.
Repeat steps 1-3 for each HandiTax year through to 2010.
The new Index File(s) will be saved in the \HSoft directory.
New Installations - current year through to 2010
If you have recently purchased HandiTax the current year through to 2010:
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.
HandiSoft Online
The HandiSoft Online version requires index files to be saved in the Apps (Z:) directory.
Save the index files received to a location on your local drive.
Log in to HandiSoft Online (on Access Evo).
Click on the Windows Icon, then select File Explorer.
Click on App (Z:).
Copy and paste the received index files into this location.
The next time you log into HandiSoft Online you will see the new license count in the Help, About, Licenses.