Many client identifiers can be removed from tax returns and worksheets. This feature is useful when emailing, printing, or exporting tax returns or worksheets to clients or financial institutions.
Set identifiers to blank out
Log in to HandiTax and select a client's tax return.
Preview the ATO or worksheet copy, then from the View menu, click Blank Identifier Options.
Make your selections and click OK.
Turn the blank identifiers on and email or print the return or worksheet:
From the Report Preview window, click View, Blank Identifiers. This option must be ticked.
From the File menu, click on the action that you want to perform.
Once set, the system will remember your Blank Identifier options.
Note: Blank identifier option TFN/SFN will also blank out D12 personal superannuation contributions - Fund name/TFN/ABN.
Blank out TFN when printing returns
This option will blank out the TFN when printing from this window only.
Log in to HandiTax.
On the main HandiTax screen, click the Print Returns icon (F9), or Edit, Print tax returns.
Tick Blank TFN, then click OK.
In the Client Expressions window select the relevant filter to print.
Tip: The feature of the Blank Identifier option being retained each time you log into HandiTax is only available from HandiTax 2016 onwards. Prior HandiTax years require this option to be selected each time before printing.