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HandiTax - Adjust the year start and end dates on the tax return in HandiTax

Updated over a month ago

Complete the following to adjust the year start and end date on a tax return in HandiTax:

  1. Log in to HandiTax and Select the required client.

  2. Click TaxForms, Edit.

  3. In the Clients Tax Form Details window, enter the Year Start and Year End Dates.

  4. Click Save.

  5. Click Select to open the tax return outline.

  6. Double-click on the Cover page.

  7. The dates will automatically appear on the Cover of the tax form.

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