If the non-refundable tax offset or Medicare Levy in the Estimate Schedule is incorrect, check the following in HandiTax:
In the Tax Form Details window, check the Start and End date of the Tax Return
Are there any manual entries in the Tax Estimate?
Go to the ATO website and review their calculators to compare.
Check any schedules such as the Super Lump Sum Schedule for fields that may need to be filled in such as 'Low rate amounts received in prior years' for the Superannuation low-rate cap details for taxed elements.
The above fields may alter the estimate if filled incorrectly or not filled in.
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For further assistance, please raise a new case with support online and reference the title of this article.
