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HandiTax - Display the taxable income and tax estimate as running totals when completing a tax return in HandiTax

Updated over a month ago

Displaying the Taxable Income and Estimate as running totals

The Taxable Income and the Estimate can be displayed on the status bar of the main form for an individual.

  1. In the Main Form I, double-click in the status bar near the word Browsing.

    Main Form I
  2. In the Select values for display window, choose the Values you wish to show.

    Select values for display window

Notes:

  • There are a number of other values that you can display, e.g. Deductions, Offsets, Income. However, only a maximum of two can only be displayed.

  • You can either display the Taxable Income and Estimate as running totals on the bottom menu bar, or use the Display schedule information window.

Display schedule information

  1. Right-click on the right-hand side of the tax return outline, and click Display schedule information.

  2. Display schedule information in the tax return
  3. It will now display as an Estimate on the right-hand side of the tax return. ​

    Estimate and navigation
  4. The Browsing values at the bottom of the screen will no longer appear.

    Browsing

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