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How to keep blank identifiers on collated documents

Updated over 3 weeks ago

See this knowledge article for steps on collating documents.
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To keep the blank identifiers turned on (TFN hidden) in a collated document:

  1. Ensure the blank identifiers are on before clicking Collate

2. Within HandiTax, click F10 to open Document Manager.

3. Go to View, Collated Documents, click View to preview the document to ensure the TFN is still hidden.

4. The document can now be collated, and the blank identifiers will remain on.

NOTE: As the blank identifier option is a HandiTax function, if Document Manager is opened through Practice Manager\HandiSoft, the blank identifiers won't remain hidden.

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