In a few steps, you can set up your front cover contact and Trust Account details to prefill where required on tax returns.
Postal Address on Cover Page
Log in to HandiTax.
From Options on the main menu, click Front Cover Defaults.
Complete your postal address in Postal Address.
If the Address box in the Front Cover Defaults is selected, HandiTax will insert the postal address from the Cover Defaults window into each client's return.
Note: If the Address box is unticked, HandiTax will insert the client’s postal address from the Client Details window into the postal address on the front cover of the tax form.
Set up contact details for a tax return front cover
In HandiTax, you to pre-set the contact details for your tax returns. You can use the Staff, Manager, or Partner details from the ID section of the Client Details window, or a different set of details.
You can also prioritise the order in which the contact details are used.
Log in to HandiTax.
From the Options menu, click Front Cover Defaults.
On the Front Cover Default window, click Change.
On the Agent Contact Options window, under Contact details, type the contact details to use.
Under Contact details to use on returns, prioritise the order in which the contact details are to be used.
Note: Staff, Partner and Manager link to the settings in the Client Details window for a particular client, and will use the details you have completed in the Users window. To access the Users window, from the Client menu, click Users.
Set the Trust Account details
Complete the field in the Trust Account Details section on the Front Cover Details.
BSB – Where your practice has a trust bank account, type its Bank State Branch Number. HandiTax can then insert the BSB into the EFT section of your clients’ tax returns, if required.
To have HandiTax automatically insert your practice's trust bank account information in the client's tax return, select either: (a) the Fee checkbox in the tax form record for the client; or (b) the appropriate checkbox question in the EFT cover item.