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HandiTax - Create a new tax form in HandiTax

Updated over 2 months ago

Create a new tax return

  1. Log in to HandiTax in the year required.

  2. Select the client.

  3. Click Tax Forms on the bottom toolbar, then click New.

  4. Select the form type from the drop-down menu.

  5. Click Save.

  6. Click Select to open the tax form, or click Close to go back to the main screen.

Tip: If you're creating multiple prior-year returns for a client, start in the earliest year first, then rollover through each subsequent year.

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