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How to transfer your depreciation worksheet from HandiTax to HandiLedger?

Updated over 3 weeks ago

Transferring a depreciation schedule from a client in HandiTax to an entity in HandiLedger
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  1. Open the Depreciation worksheet for the client in the HandiTax program.

  2. On the "Depreciation worksheet" window, click Transfer.

  3. In the "Target Client" window, type in HL as the Client Reference Code, and click OK.


4. Close HandiTax and open HandiLedger.

5. Select the Entity in HandiLedger in the correct financial year.

6. From the Tools menu, click HandiTax Depreciation Import and follow the prompts.


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Note: Depreciation can only be transferred from HandiTax to HandiLedger.

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