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HandiTax - Bulk prefill Activity Statements in HandiTax

Updated over a month ago

In your current year of HandiTax, you can bulk prefill Activity statements for a group of tagged clients.

Submit the request

  1. Log in to HandiTax.

  2. Tag the required Client's Activity statement (BAS) forms to be prefilled.

  3. Go to the Client menu, then select Prefill Activity Statements for tagged clients.

  4. Enter Credential Password, then click Retrieve.

  5. Review the attention window, then click Yes.

    1. Activity Statement prefill

  6. This action submits the request to the ATO for prefilling the Activity Statement.

  7. Once this has been submitted, you have the option to retrieve or check later. We suggest selecting Check Later.

  8. After you have selected Check Later, an information box will appear on how to retrieve the prefill report.

  9. Click OK.

Retrieve the Prefill

  1. Log in to HandiTax, then select Lodgment, Pending Validations from Lodgments.

  2. Select the report and enter your Credential Password, then clck Retrieve.

  3. The Activity Statement prefill report will confirm if the Activity Statement has been prefilled.

  4. Print or Save this report if required.

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