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How to perform a test lodgment?

Updated over 3 weeks ago

HandiTax allows users to perform a test lodgment. This is to test that there are no connection issues, and the lodgment will be accepted by the ATO.

Note: A test lodgment will NOT be submitted to the ATO.

  1. Tag a return that is SBR error free and ready to lodge.

  2. Go to Lodgment, Lodge Tagged Clients

  3. Tick 'SBR PreLodge' - This will ensure this is a test lodgment that will not be transmitted to the ATO.

  4. Click Create SBR, enter your password, Submit.
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To check existing lodgements to see if they were a test lodgment, see below knowledge article:
​Access HandiSoft (HandiTax): How do I check if a lodgment was lodged as a test lodgment?

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