To transfer completed data into a tax return from SuperFund, please ensure the Financial year has been closed. Then select the year that is to be export i.e. 2025.
Log in to SuperFund and select the entity.
Go to Tools, Export Fund Data to HandiTax.
Click OK to confirm the HandiTax export is complete.
Open the HandiTax year that was exported, i.e. HandiTax 2025.
Locate the client then click Edit.
Ensure the client is setup with the correct Reference i.e. ABCD0001, Tax File Number and ABN.
Click New to add a Self-Managed Superfund Return (SMSF) to the client.
Select the return then the attention message will appear, click either Import or Discard.