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HandiTax - How do I resolve a negative Medicare Levy Surcharge in a clients tax estimate?

Updated over a month ago

If your client's tax estimate shows a negative Medicare Levy Surcharge in HandiTax, it is a result of the tax return having the incorrect Year Start and Year End Dates.
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Example of a clients tax estimate with negative Medicare Levy Surcharge:

To resolve the negative Medicare Levy Surcharge:

  1. In the Client browser window, highlight the Client and the tax return, click Tax Forms and Edit.

  2. In the Client's Tax Form Details window, under the Dates section, check that the Year Start and Year End Date fields are the correct full financial year.

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