Skip to main content

HandiTax - Prefill the client's address on the front cover of the tax return in HandiTax

Updated over a month ago

Where your client's address is not automatically filled in on the front cover of the tax return, the Brief Data entry option may be selected for this client. To disable brief data entry mode for this client:

  1. Log in to HandiTax, locate your client.

  2. Click on the Tax Forms button and then Edit.

  3. Deselect Brief Data Entry.

  4. Save the changes, then click Select to review the front cover of the return.

Related Articles
HandiTax - Update the Tax Agent address in Options, Front Cover Defaults in HandiTax
HandiTax - New street address doesn't reflect in the Cover page in HandiTax
HandiTax - Error The tax return for client XXX contains validation errors
HandiTax - How do I prefill a return in HandiTax for 2007-2011?
HandiTax - How do I prefill a tax return for 2012-2017?
Did this answer your question?