In recent times, the ATO updated their data matching tools, which meant the method for entering income and deductions for Partnership and Trust distributions from 2024 Individual tax forms changed. All income and deductions must now be entered via the worksheets. If required, you can review details on how to enter this information into HandiTax 2023 and earlier.
Partnership Distributions
Log in to HandiTax and select the tax return.
From the Tax Return Outline page, click the Partnership Income worksheet, then click Edit.
Enter the Distribution details as required. If using the Auto transfer option from the Partnership Tax Return, enter Y in the item.
Navigate to the Deductions section and complete the required fields
Press F5 for the list of available deduction type codes.
Save, Close.
If you have additional Partnership distributions, repeat the steps by going to the Partnership Income worksheet and then clicking Add.
Trust Distributions
Log in to HandiTax and select the tax return.
From the Tax Return Outline page, click the Trust Income worksheet, then click Edit.
Enter the Distribution details as required. If using the Auto transfer option from the Trust Tax Return, enter Y in the item.
Navigate to the Deductions section and complete the required fields.
Press F5 for the list of available deduction type codes.
Save, Close.
If you have additional Trust distributions, repeat the steps by going to the Trust Income worksheet and then clicking Add.