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HandiTax - Substituted accounting period tax returns in HandiTax

Updated over 2 months ago

To create a substituted accounting period tax return in HandiTax, follow these steps:

  1. Log in to HandiTax.

  2. Select the required client.

  3. Click TaxForms and then click New on the bottom bar or highlight your tax form and click Edit.

  4. In the Clients Tax Form Details window, enter the substituted accounting period - Year Start and Year End Dates.

    Client's Tax Form Details window
  5. Click Save.

  6. The substituted accounting period dates will automatically appear on the cover page of the tax form.

Note: You cannot electronically lodge two original tax returns in the same financial year. The ATO will reject the return with a duplicate entry error. You can lodge a future-dated return, or for more information see Substituted accounting periods.

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