Create the TPAR form
Log in to HandiTax.
Select a client, click Tax Forms, then click New.
From the Form Type field, select TPAR.
The TPAR form consists of the following:
Taxable payments annual report main form, used to enter Payer details.
Payee details worksheet, used to enter payee information.
Important: The TPAR form does not get lodged through HandiTax. The TPAR form should be completed as per the ATO's TPAR instructions.
Export the TPAR file
In the ‘Tax Return Outline’, a button named Export TPAR file provides the ability for you to export a file to the local PC directory. By default, the path will be the HSoft\Doc folder. You can then lodge via the ATO Online services for agents.
Lodge to the ATO
After exporting the file to the local machine, you will need to access the ATO’s ‘Online Services for Agents’ (OSFA) - previously known as the ATO portal - and upload the file.
Log in to OSFA.
Go to the ‘Reports and forms’ menu and select ‘File Transfer’.
Click on lodge.
Select Lodge to submit the TPAR. Alternatively, select Test for the submission not to be assessed on lodgment.
Attach the file exported from HandiTax.
Complete email address details and tick the declaration box. Then click Submit.