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HandiTax - Create an amended return in HandiTax if the original return was lodged by another tax agent in HandiTax

Updated over a month ago

To create an amendment when another agent lodged the original return:

  1. Log in to HandITax and Select the tax return.

  2. Input the original data into the tax return.

  3. Check that the return has no validation errors.

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

  5. Click New to add a new Tax form to attach the correct sequence number to the amended return.

    Amendment sequence

Note: If you are unable to open the Amended Tax form Seq 1, delete the form and create a new Amended Tax form Seq 1.

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