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HandiTax - Change tax level in HandiTax

Updated over a month ago

The ATO will assign a tax level to specific clients based on the clients’ tax position in the previous tax year. Tax levels are allocated to each individual, partnership, trust, company and superannuation fund depending primarily on the tax remitted by the client in their previous tax return. The tax levels are:

ATO Tax Levels

Change the tax level in HandiTax

  1. Log in to HandiTax.

  2. Select the client and then click Edit in the Tax Forms section.

  3. Enter the correct number into the Tax Level field and click Save.

    Client's Tax Form Details
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