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HandiTax - How do I transfer a depreciation worksheet from one client to another?

Updated over a month ago

HandiTax allows you to easily transfer a Depreciation worksheet from one client to another.
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  1. Open HandiTax, then select the applicable tax form.

  2. Navigate to, then open the Depreciation worksheet.

  3. Click Transfer on the bottom menu bar.

  4. Type in the Client's Reference Code or press F5 and select from the client selection list.

  5. Click Ok.

  6. The transfers window will open, select Transfer all items, OK.

  7. The depreciation schedule has now transferred into the tax form of the selected client's reference code

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