Setting up the ATOmate export function is typically a once-off process. It can be performed for each year of HandiTax for which you require tax details.
Download the Report Template file.
Open the current year of HandiTax.
Go to Reports, Edit Reports.
Click New.
Name your report, e.g. ATOmate 2025.
Under the Type, choose Return.
Click Import, then browse and select the downloaded report template file.
Click Save, then Close.
Close again to return to the main HandiTax screen.
Go to Reports, User Defined Reports, then choose your ATOmate report.
Go to File, Export to Excel.
Untick Save, so that Open with Excel is the only option ticked, then click Generate.
During your onboarding, the ATOmate team will advise the next steps. For further information, see Where can I find information on ATOmate integration with HandiSoft?.