If you use the Auto Transfer feature (set to Y) to transfer data from a Partnership (P) or Trust (T) tax return into Item 13 of an Individual (I) tax return, then:
When you amend the P or T return, the original Item 13 amounts in the I return will automatically update to reflect the latest data from the amended P or T return.
This happens because the Auto Transfer setting is enabled (Y), and the I return is linked to the P or T return.
Important: The I return will not retain the originally lodged Item 13 values. It will always reflect the most current information from the P or T return.
To prevent automatic updates when amending the P or T return:
Before making any amendments, go to the original Individual tax return.
In the Partnership or Trust Income Schedules or directly at Item 13, change the Auto Transfer setting from Y to N.
This breaks the link and ensures the I return keeps its originally lodged values.
HandiTax 2024:
HandiTax 2023 and prior:
