The Client Update (CU) form has been modified where client details are updated based on the Client or Account level. Some changes in the CU form in HandiTax include:
Client Update Address (CUADDR) service provides the ability to apply an effective date and/ or end date.
Client Update Address (CUADDR) service allows for additional contact detail information.
Client Update Financial Information (CUFI) service allows for additional bank detail information. Please note that the CUFI can only be lodged at the account level - a Client Activity Centre (CAC) identifier is required such as a branch number or account identifier.
The CU Form can occasionally generate more than 1 item for lodgement, even if only one CU Form is generated.
Create a client update form in HandiTax
Log in to HandiTax.
Click on TaxForms, New.
Select the form type Client Update.
Click Save, Select.
Double click on Update of client details.
Enter X in either Client or Account, press F1 in either box for more information.