You can use Sage Authentication with enhanced ATO services to retrieve client account details from the ATO within HandiTax. This process requests the client’s account summary from the ATO and, where there is an outstanding balance for an account, a request is also made to identify any due amounts.
Note: To access the Accounts tab, Practitioner Lodgment Service (PLS) must be configured to lodge using Sage Authentication with enhanced ATO services.
Select the client in your HandiTax database.
Select the Accounts tab, click Update Records.
3. Select your Tax Agent, enter your Credential Password, click Submit.
4. The "HandiTax Payload Transmission Progress" dialogue window repeats the process for each ATO transmission that is requested and, once all updates are complete, the Information: HandiTax dialogue box displays the message "Account details updated".
5. Click OK. This displays the retrieved accounts in the Accounts tab.
6. Select the required account record to view.
7. Click Report View.
8. The report view will show additional information retrieved from the ATO related to the account including the following:
Treatment - The Treatment column displays how an account or assessment is to be treated over a specified period. An accounting treatment is applied to an account or an assessment for a finite period of time, or it can be applied from a particular date onwards. Some examples of accounting treatments include concessional general interest charge, natural disasters, and release from debt.
ANZSIC code/description - The ANZSIC code/description column displays the code and description which identifies the classification of the industry in which the organisation operated.
ABR Integrated - ABR Integrated column indicates whether the client account is integrated with the Australian Business Register (ABR).
Excise ID number - The Excise ID number column displays a unique numeric identifier issued by the Australian Taxation Office to clients without an Australian Business Number (ABN) that are licensed for various excise activities.
Viewing transaction details for a client account
Click the Accounts tab and select the required record.
Click View Transactions.
Click Report View to see a report of the listed transactions.
Filter the transactions by a specified date, enter the date range.
