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HandiTax - Set BAS type for a client in HandiTax

Updated over a month ago

BAS types can be changed for each client from the Client's Details window. To do this follow the steps below:

  1. Log in to HandiTax.

  2. Select the client.

  3. Click Edit.

  4. In the BAS field, select your preferred form type from the drop-down box.

    BAS form type drop-down menu

When attempting to add a BAS or IAS form that is not the type specified in your client details window, you will receive the following warning: The chosen tax form IAS/BAS type is not consistent with the default displayed in the Client detail form "BAS Type" drop down combo box.

IAS/BAS type warning

Note: The BAS or IAS Form will still be created when you click Ok. This is only a warning in case you have accidentally added the wrong type.

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