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HandiTax - Non-resident tax returns in HandiTax

Updated over a month ago

If you are completing a tax return for a non-resident, the appropriate box needs to be set in the Client's Tax Form Details window in HandiTax.

  1. Open HandiTax, then go to Client, Open Clients/ Tax Forms F3.

  2. Highlight the client and the applicable tax return.

  3. Click the Tax Forms tab, then click Edit.

  4. On the Client's Tax Form Details window under Tax, untick the Resident field.

    Clients tax form details
  5. Click Save.

  6. Click Select to enter the return, or click Close to exit.

Note: If you want to revert the client to a resident, simply tick the Resident box.

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