The Tax Estimate sheet in HandiTax can be customised to include header and disclaimer sections, which can contain text and graphics.
Creating your custom headings and disclaimers in HandiTax;
Go to Reports, Edit Reports.
In the Report Writer window, highlight Default Estimate Heading then click Copy.
In the Copy of Default Estimate Heading window, give your report a new unique name in the New Name field then click OK.
In the Report Writer window, click Design.
In the Report Designer window, double click on the cells that you want to modify. eg, double click on the cell named Logo.jpg and edit it accordingly to replace the default logo with your own logo.
6. Once you have made your changes, go to Report,Save.
7. To preview your Header, go to Report, Execute.
8. In the Client Expression window, highlight All and click Select.
9. Go to File, Close. Report, Exit.
Notes:
In a similar fashion, you can change the Default Estimate Disclaimer.
For more details on report writing and working with the report designer, please refer to the Advanced Features User manual or the F1 Help section.
To use your customised heading and disclaimer on the Tax Estimate.
To use your customised heading and disclaimer on the Tax Estimate
Go to Options, Tax Form Options.
In the Tax Form Options window, under the Reference/Custom section, select Custom Estimate options and click Edit.
In the Estimate Options window, under the Heading and/or Disclaimer section, select Custom User Heading and/or Custom User Disclaimer and select your customised header and/or customised disclaimer from the drop-down list and click OK.
4. In the Tax Form Options window, click OK.
5. Run a tax return worksheet copy to preview your changes.