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HandiTax - Tag returns with a status of Ready to Lodge

Updated over 3 weeks ago

In HandiTax you to batch tag forms that are ready to lodge:
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  1. Log in to HandiTax.

  2. From the Client menu, click Tag/Untag batches of clients (F6).

  3. Click on Ready, then click Yes to continue.

  4. All applicable forms will be tagged, click Close.

Tip: In the tagged clients window, click Untag All to untag all the forms listed.

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