Access HandiTax allows you to duplicate an existing return into the selected client. This feature is a useful tool where you have two taxpayers with similar returns, for example a husband and a wife.
Duplicating a return into the selected client:
Select the client.
2. Go to Edit, Duplicate another return into this one.
3. In the Duplicate Return window, select the client reference whose return you want to duplicate to this one and click OK.
NOTE:
New form must be selected first, for the original form to be duplicated.
This process will overwrite all details in the currently selected client (destination).
The intention is for the destination return to be blank.
The Source client reference must be in capital letters in the Duplicate Return window.