The Username drop-down menu options in the HandiSoft programs start up window are populated from the designated active users.
Example as follows:
Resign and Remove User from Startup Window
In Practice Manager Contact\HandiSoft, go to the View menu, click Users (In HandiTax, go to the Client menu, click Users).
Highlight the relevant user and click Edit, complete the Resigned date field.
Click Save, Close.
To see all users, including resigned users, tick Show all users in the Select a user window.
The Username with a resigned date will no longer appear in the drop-down list on the startup window. This will occur once the resigned date has passed. On the date of resignation, the user will still reflect in the system.
Note: The resigned user will no longer appear on the start-up window for the current year HandiSoft programs. For all the prior years of HandiTax, you will need to go into each HandiTax year and resign the user.
Resign users from HandiTax prior years
Open the prior year of HandiTax.
Go to the Client menu, Users.
Highlight the user that you wish to resign, and click Edit.
Complete the Resigned date field.
Click Save, Close.
Note: It is recommended that you select your correct Username from the dropdown menu when opening your HandiSoft programs. If you manually type in your Username, the startup menu will save this name for future use. This can cause you to appear multiple times in the dropdown menu of the startup window, and you will need to follow the above steps to resign the incorrect usernames.