The Client Update (CU) Form is used to advise the ATO that a taxpayer's tax return is not necessary for that year.
Important: You must create and lodge the CU Form in the latest version of HandiTax.
To create a client update in HandiTax.
Log in to the current year of HandiTax.
Locate your client, then click on TaxForms, New.
From the form type dropdown menu, select Client Update.
Click Save, then Select.
Complete the Update of Client details as required.
Tip: To advise the ATO that a further return is not necessary for a single year, enter the same year in both fields.
Note: The ATO will only accept one completed item. You cannot enter values into both Return not necessary for specified years and further returns not necessary rows.
