HandiTax allows you to roll over one client at a time. This is useful when a new client has prior year tax returns to complete. You can set them up in the earliest year needed, then roll them forward as you complete each return.
You can also use this for an existing client who has missed prior year returns. Start in the earliest year required and roll them forward year by year.
If the client does not exist in the year you're rolling into, both the client and the return will roll over. If the client exists but doesn’t have a return, only the return will roll over. If the client already has a return, you’ll need to delete it before rolling over.
You can only roll a client forward, not backward. It’s best to add the client in the earliest year needed.
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.
Go to the Tools menu, then 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 roll over? Select Yes.
An information box will advise you that 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 can't roll over HandiTax clients between the ODB version and the SQL version. Each version handles client data separately.