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HandiTax - How do I create an amended return in HandiTax when the original return was lodged by another tax agent

Updated over a month ago

To create an amendment when another agent lodged the original:
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  1. Input the original tax return.

  2. Check that the return has no validation errors.

  3. Close out of the return and mark the status as Lodged.

  4. Add a new Tax form to attach the correct sequence number to the amended return. See How do I amend a tax return? if unsure of the process.

Note: If you are unable to open the Amended Tax form Seq1, delete the form and create a new Amended Tax form Seq1.

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