We would like to inform you that a recent update to HandiTax 2024, prompted by recent legislative changes, may affect the data entered in your Company returns.
Our development team is aware that following the deployment of V1.04, in order to comply with the latest ATO legislation, any data previously held in Item 7W for Small Business Entities has been removed. This includes lodged Company returns.
As a best practice, we strongly recommend you retain a PDF copy of your lodged return for future reference. Please note that once submitted to the ATO, returns cannot be locked.
The filter expression below can be used to assist with reviewing Company forms that include:
Item 3 Small business entity (F1) is checked
Item 6X is not NULL
Lodged date not NULL
FormType@TaxFormsForClients = GetTaxFormValue("C Form") AND(GetMoney("KHI") > "") AND(GetMoney("AVU") > "") AND (LodgeDate@TaxFormsForClients > "")
For detailed instructions on adding this filter to HandiTax, see How do I create report filters based on the contents of a tax return?.