When completing a prefill in HandiTax for an individual tax form, if the import is incorrect, check that HandiTax is on the latest version.
In HandiTax, go to Help, About.
In the About window, click Software Updates. Check that the version you're running is the latest version.
Once on the latest version, if the prefill still imports incorrectly, log in to MyAccess portal and use the Digital Assistant to contact support.
The Support specialist will provide a secure URL and password for uploading the required data files:
The Prefill report.
The Response folder.
The Clients.xxd and Returns.xxd files.
The SBRPrefillDat.xx file.
The Prefill report
Save a PDF copy of the HandiSoft prefill report showing the import. The HandiSoft report is required, not the ATO report.
The Response folder
For Support to investigate this further, we will also need to view the data that is received from the ATO.
Download the prefill in HandiTax.
Navigate to HSoft/Apps/SBR/Bin/Response.
Locate the folder with the staff name who prefilled the return, the client reference code, and the time and date of the prefill. E.g. If Ally.Fuller prefilled AUST0001’s return, the folder is called ALLY.FULLER_AUST0001_IITR[0]_Get.
Right-click on the folder, select Send to, Compressed (zipped) folder. Attach the zipped file to the secure URL provided by Support.
Note: You may need to select Show more Options first before the Send to button appears.
Export the tax return
Tag the client and return in your HandiTax program.
Press F6 to ensure it is the only tagged client.
Go to Tools, Copy tagged clients to disk/email, Disk/Directory.
Click Browse and save the files to a location of your choice.
The files will be called Clients.xxd and Returns.xxd. Where xx denotes the year e.g. HandiTax 2024 will be Clients.24d & Returns.24d.
Upload Clients.xxd and Returns.xxd files to the secure URL provided by Support.
Send the SBRPrefilldat.xx
Navigate to the HSoft folder and go into the Data folder.
Find the SBRPrefillDat.xx file and upload it to the secure URL provided by Support. Where xx being the year e.g. HandiTax 2024 will be SBRPrefillDat.24.