To change the Tax Agent listed on returns individually:
Log in to HandiTax, locate your cient, then click on the Tax Forms tab, highlight a tax return, then click Edit.
Change the Agent using the drop-down selection.
Click Save, then Close.
Tip: To process changes for more than one client, you can to tag clients first, or process for all clients in your database.
Bulk update the Tax Agent
Log in to HandiTax, and Tag your clients to update.
Go to Client, and click Re-Assign clients to a Tax Agent No.
In the Re-Assign Clients window, choose Tagged or ALL, then select the Agent to re-assign these clients to using the drop-down selection.
Click OK.
You will be notified of how many Tax Forms were updated upon completion. Click OK.
Default Tax Agent
You can locate the default settings when you add new clients in the Options menu, then Tax Form Options.