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HandiTax - Add more beneficiaries in a Trust return in HandiTax

Updated over 3 weeks ago

Where your Trust return has many beneficiaries, the preview functionality may not work on large datasets.

  1. Log in to HandiTax and Select your Trust return.

  2. Navigate to the Main form T, then click Edit.

  3. Go to the beneficiary item 58 and enter all of your beneficiary details.

  4. Once the schedules are exhausted, the More button will appear at the bottom.

  5. Complete as required, then close the window.

  6. Use the View ATO Copy, Worksheets, Schedule or Summary buttons to preview your return.

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