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HandiTax - IITR.000023 Check deceased taxpayer's title in HandiTax

Updated this week

The error indicates a date of death is present for the client, and the title is not Executor for (EF) or Representative for (RF) or Trustee for (TF).

Note: Only these titles are allowed for a deceased taxpayer.

  1. Log in to HandiTax.

  2. Highlight your client and click Edit to open the Clients Detail window.

  3. Type in the correct Title:

    • Executor for (EF)

    • Representative for (RF) or

    • Trustee for (TF).

  4. Click Save.

    Client Detail window - Title

Note: The following information is of a general nature. Please contact the ATO for advice specific to your client's circumstances.

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