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HandiTax - SBR Payload files that transmit to the ATO in HandiTax

Updated this week

You can review the tax return data that will be sent to the ATO before you transmit it via SBR.

  1. Log in to HandiTax, then locate and highlight your client.

  2. Click on the Tax Forms tab, highlight the relevant tax form, then click Select.

  3. Click Errors.

  4. Close the Error Navigator, then Close the return.

  5. Go to Reports, Report Navigator, then click the SBR Payload Files tab.

  6. Click View File.

  7. Review the transmittable data present for the completed item or schedule.

The following schedules are not transmitted to the ATO:

  • Declaration

  • Notes not to be lodged

  • Tax estimate

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