Skip to main content

Practice Manager Security - Accessing the Accounts tab in Practice Manager Security

Updated over a month ago

If your practice uses Practice Manager Security, you will need to ensure that the Accounts box is ticked for the user's groups that require access to the Accounts tab in HandiTax.

  1. Log in to Practice Manager Security for the relevant year and log in with the Administrator user.

  2. Click on Groups.

  3. Highlight one of the user groups and click Edit.

  4. Click on the HandiTax tab and tick Accounts.

  5. Click Apply and then OK, when prompted to apply to all prior years, click Yes.

Related Articles
HandiTax - Access ATO Gateway in HandiTax
Practice Manager Security - Prevent users from deleting clients in Practice Manager Security
Practice Manager Security - Prevent users making changes to lodged tax returns in Practice Manager Security
Practice Manager Security - Disable staff members from lodging tax returns in Practice Manager Security
Practice Manager Security - HandiSoft security notification in HandiSoft programs
Did this answer your question?