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HandiTax - Transfer a capital gains worksheet between clients in HandiTax

Updated over a month ago

To transfer a capital gain worksheet between clients in HandiTax, follow the steps below:

  1. Log in to HandiTax.

  2. Select the relevant client.

  3. Open the tax return and then double click on the Capital gains worksheet.

  4. Click Transfer on the bottom menu bar.

  5. Type in the Client's Reference Code or press F5 and select from a list of clients.

  6. Click Ok.

  7. Select Transfer all items, click OK.

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