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Practice Manager Security - Prevent users making changes to lodged tax returns in Practice Manager Security

Updated over 3 months ago

If you use Practice Manager Security, you can prevent users from making changes to a return whose status is post-lodge in HandiTax.

  1. Log in 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.

    HandiTax tab in Properties for window

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