Skip to main content

HandiSoft - Complete the rollover without HandiTax

Steps to complete the new financial year client database rollover in HandiSoft when you do not use HandiTax.

If you do not use the HandiTax module, you can still roll over your client database for the new financial year. The process differs slightly, and these steps will guide you through it.

Roll over your clients

Before you begin, make sure you have set up the current year software.

  1. Open Practice Manager Contact or HandiSoft.

  2. An Attention window will open advising that clients will be rolled over and asking whether you would like to use HandiTax.

  3. If you are not licensed for HandiTax, click No.

Practice Manager Contact or HandiSoft will open, and your clients will have rolled over. If Practice Manager Contact or HandiSoft was not the first module you opened, the rollover will not have occurred, follow the steps below to trigger it again.

Prompt the rollover again

If the rollover did not occur, follow these steps to prompt it again.

  1. Ensure you have a working backup.

  2. Close all users out of all HandiSoft programs.

  3. Open File Explorer and go to the HSoft\Data folder.

  4. Change the name of the Clients.26 file to Clients.26.OLD.

  5. Change the name of the ClientExtra.26 file to ClientExtra.26.OLD.

  6. Open Practice Manager Contact or HandiSoft, and will be prompted to roll over again.

📌Note: Practice Manager Contact or HandiSoft can be opened directly from the HSoft\Apps folder. The file name is Hct26.exe or Hct26Sql.exe if you are using the SQL version.

Related Articles
Did this answer your question?