Upon installation of the new year software, all programs are updated to the latest Handisoft version. The folder structure in Document Manager for clients is also updated in the current year. When saving a tax return in the current year in HandiTax, it defaults to the Document Manager path eg. Clients\Client Ref\202X\.
Prior year tax programs utilise different data files to your current year HandiSoft programs.
A tax return from a prior year HandiTax program can be saved into Document Manager as follows:
Individual tax returns:
Open the prior year's HandiTax program and preview the Worksheet copy of the Income Tax Return.
Go to File, Export to PDF.
In the Export to PDF window, clear the Save check box, select the Open with PDF reader check box, and click Generate.
4. In the PDF reader window, go to File, Save a Copy.
5. Save the copy into your Watch directory location, from here it can be filed into the client folder.