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HandiTax - Manually input or update SBR Transaction ID

Updated over 3 weeks ago

To update or input the SBR Transaction ID for a lodged tax return you will need to obtain the correct transaction number.

  1. Open HandiTax.

  2. Go to Reports, Report Navigator.

  3. Click the SBR lodgments tab.

  4. Locate the lodgment record, then click View.

  5. To copy the number, double-click on the Trans ID, then copy the number from the text box.

  6. Exit the report and Close the report navigator window.

  7. Select your client, and click the TaxForms tab at the bottom, then click Edit.

  8. Click SBR Transaction ID, then click Edit.

  9. Read the attention window that appears.

  10. Enter or edit the ID number and click Confirm.

  11. Click Ok.

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