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Practice Manager Security - How do I prevent users making changes to lodged tax returns?

Updated over 3 weeks ago

If you use Practice Manager Security, you can prevent users from making changes to a return that's status is post-lodge in HandiTax.
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  1. Login to Practice Manager Security, and choose the financial year you would like to make the changes in.

  2. From the File menu click Groups.

  3. In the Group window, highlight the applicable group and click Edit.

  4. In the Properties for.. window, click the HandiTax tab.

  5. Untick Edit returns already lodged, click Apply and Close.

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