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HandiTax - How do I display the estimate, navigation and errors while working on a tax return?

Updated over a month ago

HandiTax allows you to display the Estimate, Navigation and Errors in an easy to read, return Information display window, when working on your client's tax return.
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The Estimate and Error sections allow you to see the Estimate and Errors at a glance, while the Navigation section allows you to move easily between Items by simply clicking on the applicable Item number.
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Return Information window
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  1. From the Options menu, click Tax Forms Options.

  2. From the Tax Form Options window, under the Automatic section, select Display Schedule Information.

Tip: If you are already in the tax return and the display schedule information is not showing, right-click with your mouse anywhere on the right hand side of the return and the Display Schedule Information should appear for you to click on.

Notes:

  • Clicking on the up and down arrows will open or close that section of the window.

  • The option can be turned off by deselecting the Display Schedule Information option from the Tax Forms Options window, under the Automatic section.

  • The window size can be increased by holding your mouse on one of the borders to get the double arrow and then clicking and holding the left mouse button and dragging the borderline to the size required.

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