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HandiTrust - Default options in HandiTrust

Updated over a month ago

In HandiTrust, you can set default options and layouts so you don't need to select them each time.

  1. Log in to HandiTrust.

  2. Go to Options, General.

  3. Here, you can select a Firm and Bank Account to be the default option when processing an ATO Refund and Client Payments.

  4. You can also select your preferred letter layouts in this window.

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