Skip to main content

Transfer a Capital gain worksheet from one client to another

Updated over 3 weeks ago

To transferring a Capital gain worksheet in HandiTax:

  1. Select the relevant Tax form and open the Capital gain worksheet.

  2. Click Transfer on the bottom menu bar.

  3. Type in the Client's Reference Code or press F5 and select from the client selection list.

  4. Click Ok.

  5. The transfers window will open; select Transfer all items, click OK.

  6. The depreciation schedule has automatically transferred into the tax form of the selected client's reference code.

Did this answer your question?