To email a PDF copy of a tax return to a client, follow the steps below:
Note: Ensure you have a full version of Microsoft Office installed on your computer, the web-based version is not compatible.
Log in to HandiTax.
Select the client.
Click on the TaxForms at the bottom, highlight the required tax form, then click Select.
Click Worksheets. This will display the tax return and related schedules onscreen.
Go to File, Email as PDF.
Untick the Save tab and then click Generate.
In the new email window, enter required details, then click Send.