This section sets out how to install HandiTax for the prior years.
Ensure the prior year versions of HandiTax aren't already installed, you can check this by navigating to HSoft\Apps and by checking if HtXX.exe is in there (HtXXSql.exe for SQL).
Log into HandiTax.
Click Help and then About.
Click on Software Updates.
Click the Prior Year HandiTax Software tab.
Click Download next to any prior year versions of HandiTax you are missing.
Save the file to a location that it can be run from later, preferably using a Download folder. Please be careful not to save it into any HandiSoft program folders. If the file does not start to download, open the website in a different browser e.g. Chrome.
Ensure that you have exited all HandiSoft programs before continuing with the installation.
Once the download is complete, run the saved executable to start the relevant prior year HandiTax installation and follow the prompts. Earlier prior years may download as a zip file which will require you to open the file and extract the executable. If you receive the pop-up Windows protected your PC, click More info and then click Run anyway.
Once the installation is complete, launch the HandiTax prior year program.
Note: The prior year HandiTax installation needs to install to the existing HSoft folder. If unsure of where your existing HSoft folder is located, go to the current year HandiTax program and click Help, About. For more detailed information review Installing your HandiSoft programs to the correct location.
If this is the first time you have launched the prior HandiTax year, you will be presented with a window asking you to update the index file. If the prior year index file is already saved in your HSoft folder prior to the installation, the Index File update screen will not appear, If it does appear, please follow the steps below:
Select Download and click OK.
Enter your Customer Reference Code and Customer Identification Number and click OK.
You will receive a reminder that you need to be connected to the internet and click OK.
When the index file download has been completed, the prior year HandiTax login screen will display, click Start.
Note: For more detailed information click: How do I update my HandiSoft or HandiSoft Online Index file