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HandiTax - Prefill spouse details into the tax return in HandiTax

Updated over 3 months ago

In HandiTax, you can prefill the spouse's details using the Related Ref Details.

  1. Log in to HandiTax.

  2. Locate your client and click Edit.

  3. The Client Details window has a Related Ref field where you need to select the reference of the client's spouse.

    Related box on the Client Details window
  4. Open the client's individual tax return and in the Spouse details-married or defacto, enter Y in Use related ref details.

  5. Click OK.

    Spouse details
  6. Fill in the, Did you have a spouse for the full year? question.

  7. This information relates to your spouse's income section. Enter Y in Pre-fill using related ref return details.

    Spouse details screen
IT8 - Number of dependent children

Notes:

  • Always check to see that the spouse's individual tax return has been completed and that the details shown here are correct.

  • You will need to manually enter in IT8 (if they have no dependent children enter 0).

  • If the spouse client details don't exist in your database, in the tax return you can press Goto and then go to: A6 Spouse Details.

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