When saving a report in HandiTax you have 2 options to choose from:
Saving a report to Document Manager
When viewing the report or worksheet select Save.
In the Save Report box you have the option to change the report name if required, tick - Save to Document Manager. if you tick the Import option it will prompt you to save a .HSR file into a specific year folder for that client once you open Document Manager.
Click OK and then click Close.
Note: When you next open Document Manager a prompt will appear saying that a Document was found in the Watch Directory, this will give you the option to save it to a folder. You also have the option to change the document description if required.
Saving a report in HandiTax
When viewing a report or worksheet click on the Save icon in the Report Preview window.
The Save Report box gives you the option to change the report name if required.
Untick Save to Document Manager and then click Ok and then Close.
View Saved Reports in HandiTax
Click on Reports and then Saved Reports.
All the reports that have been saved will be listed, click on View to open a report.
If a report is no longer required, you have the option to delete the report from the list by highlighting the report and click the Delete button.