You can create and attach Client Update forms to update your ATO client list and client addresses for Activity Statements and/or Income Tax forms to all the tagged clients as a batch. You can then immediately lodge the Client Update forms, via SBR, for all the tagged clients, or you can modify forms attached to individual clients before lodging them.
Create Client Update forms for a batch of clients
Log in to HandiTax.
Tag (T) all clients you wish to create the Client Update form for, then press F6 to confirm the list.
Go to the Client menu, then select Batch create Client Update forms.
At Select the role level to update, choose Client or Account. For more information, please read the following article on what each option means. Access HandiSoft (HandiTax): What is the Client/Account level in a Client Update form?
For Activity Statements or Income Tax forms, you can either batch add/delete clients to or from your ATO list, or you can update clients' addresses; you cannot do both. Choose whichever option you're updating and click OK. If updating the address to Agent Default address, the details come from the address entered under Options, Front Cover Defaults.
On the Attention window that appears, click OK to lodge the Form Client Update for all the tagged clients immediately.
Click Cancel if you want to modify individual clients' attached Form Client Updates before lodgment.
Click OK, and the Lodgment Details window opens for you to lodge the created Client Update forms for the tagged clients.
Click Create SBR to lodge the forms.