HandiTax allows you to roll over one client at a time. This feature can be used for a new client who has prior year tax returns to complete. This will enable you to set them up in the earliest year that you need to complete a tax return for them, and roll them forward as you complete each year's return.
It could also be used for an existing client who has not completed their prior year' tax returns. In this instance, you will go back to the earliest year you need to complete a, tax return for and roll them forward as you complete each year's return.
If the client does not exist in the year you are rolling into, both the client and the return will roll over. However, if the client already exists and does not have a tax return attached, only the tax return will roll over. If the client exists with a tax return, you will need to delete the tax return before rolling over. You can only roll the client forward but you can't roll the client backward, it's best to add the client in the earliest year.
To roll over for an existing client
Open the earliest HandiTax program in which the client exists.
Select the Client.
From the Client menu, click Recalculate client's tax details.
In the Client Expressions window, highlight !Selected and click Select.
Open up the next year's HandiTax program.
From Tools, click Roll over client files from 20XX.
In the Tax Roll Over from prior year window select either One client by ref no or One Client by TFN, complete the relevant details and click OK.
Are you sure you want to rollover, select Yes.
9. An information box will advise you the Total clients = 0, total returns = 1 was rolled over successfully, click OK.
To roll over a new client
Open the earliest HandiTax program in which the client needs to complete a tax return.
From the Client menu, click New.
Enter the client details and complete the tax return in the normal manner.
From the Client menu, click Recalculate client's tax details.
In the Client Expressions window, highlight !Selected and click Select.
Open up the next year's HandiTax program.
From Tools, click Roll over client files from 20XX.
In the Tax Roll Over from prior year window select either One client by ref no or One Client by TFN, complete the relevant details and click OK.
Are you sure you want to rollover, select Yes.
An information box will advise you that the Total clients and Total returns was rolled over successfully, click OK.
Note: You cannot rollover HandiTax clients from the ODB version to the SQL version, and vice versa.