Due to the complex nature of the tax legislation, we have based our calculations on our interpretation of them. We provide the estimate without any warranty of any kind. It is the responsibility of the tax agent to satisfy themselves that the tax estimate is accurate before giving it to the taxpayer. Any item that you consider incorrect in the tax estimate can be amended by editing the tax estimate.
Editing the Tax Estimate
Log in to HandiTax.
Select the client and open the tax form.
Double click on Tax Estimate.
Edit the values that you consider incorrect by overwriting the fields, click Save.
ATO assessment differs from the HandiTax Estimate
Should you receive an assessment, which indicates that we may have not calculated the estimate correctly, we would appreciate it if you could forward us copies of the following:
The Tax Return, together with all the worksheets and the original Tax Estimate.
Notice of Assessment.
The ATO tax calculation statement.
Your manual calculation.
The above items will enable us to check the calculation and allow us to understand how the tax office is interpreting the legislation. We can then make any adjustments to our calculations should they be necessary.
Note: Check that you are running the latest HandiTax Version for the current year, by clicking on Help, About and then check the version number. Click Software Updates, and check if your version matches the latest available HandiTax version.