Kogelam Anpazagan
Articles migrated from Salesforce.
349 articles
Access Handisoft (HandiLedger): How to prefill the Prepared by and Reviewed by fields for Workpapers
Access HandiSoft (HandiLedger): How to prepare a Business Activity Statement (BAS)
Access HandiSoft (HandiLedger): How to produce a Statement of Changes in Equity report?
Access HandiSoft (HandiLedger): How to rebuild in HandiLedger
How to setup your Financial/Complete Reports?
How to view master tax codes, account numbers and BAS item numbers?
How to view or add to the Account Ranges
How to create a Trial Balance with multiple previous years?
Make changes to Recurring Transactions
Missing Bank Feeds transactions
Produce a Balance Sheet showing five years
Rights of indemnities from Trusts in Trustee companies
Trust Distributions in HandiLedger and its relation to Beneficiary Types
Unable to view documents from Document Manager affected user one
What are the account codes that will be prefilled into the PAYG section of the BAS?
What are the different methods of inputting journal entries?
What are the Workpapers Account ranges and Cell References?
What is the difference between a batch number and transaction number?
When I click on the account code in the Trial Balance it does not bring up its transaction.
When using BankFeeds it's opening a marketing page
Why are my distributions out of balance?
Why is my report out of balance by the opening stock amount?
Why is my report out of balance for my Company?
Why is my report out of balance for my Partnership entity?
Why is my report out of balance for my Sole trader
Why is my report out of balance for my Superfund entity
Why is my report out of balance for my Trust entity?
Why is my report out of balance?
Error: 'Cannot resolve ASIC server name to IP Address'
Error: 'Cannot resolve ASIC server name to IP Address'
Error: 'Data exceeds maximum length allowed for field AddrLocality'
Error: 'EDGE error- D04 (CEG file system problem)'
Error: 'Form file not present in Data\Who\<REF> directory'
Error: 'Invalid user ID or password' and 'Too many failed login attempts, account locked'
Error: 'V097 Name for this identifier must match registered name'
Error: 'You are trying to execute too many copies of HandiRegister. Authorised users: X.'
Form 6010 Application for Voluntary Deregistration
How do I add or modify the directors IDs?
How do I change the agent number?
How do I check if my lodgment has been received by ASIC?
How do I complete the form 492 notice of corrections in HandiRegister?
How do I create and lodge a Form 388?
How do I delete a Company record?
How do I delete forms in HandiRegister?
How do I issue shares to joint shareholders?
How do I keep track of my companies' annual review dates?
How do I merge duplicate individual records in HandiRegister
How do I transfer shares including beneficially to non-beneficially held?
How do I view and print invoices received from ASIC?
How do I view transmission and validation reports?
How to automatically generate minutes and resolutions in HandiRegister
How to change ACN if a Company has been Deregistered
How to change the decimal place for number of shares
How to create a customised resolution
How to enter the State for individual born in Australia
How to get a report of lodged forms?
How to Lodge and 'Read the download' for an RA71 in HandiRegister?
How to update an expired password?
How to update individual's date of birth
How to update the Registered Office for multiple companies
Is the Form 205 or 205A available in the HandiRegister product?
Where is my Annual Statement?
Why are the lodgment options greyed out?
Why is my validation report not opening up after a lodgment/file retrieval?
Access Handisoft (Handisoft Online): Error: 'Object reference not set to an instance of an object'
Granting Impersonation Rights
Error when installing updates HDASLxx.exe or HDSA.exe cannot be updated
Assessable amount is not transferring to Business Worksheet
ATO SBR Error: GEN.430019 and GEN.430058
ATO System experiencing issues
Automating data entry for the cover page of tax forms
Available tax forms
BAS Lodgement rejection EM063
Basic guide to creating client expressions to filter data for reports
Calculation statement label S displaying incorrectly
'BankFeeds maintenance requires regular BankFeeds imports...'
How to change or enter in the Depreciation disposal consideration amount
How to collate Workpaper forms in HandiLedger?
Access Violation error when running a transaction report
Account descriptions and divisional reports
Accounts are missing from my report
Add copies of sub-accounts to multiple accounts simultaneously
Add the Trustee's details to the declaration report
Adding or creating a creditor
Adjusting bills from creditors
Adjusting buying prices for inventory
Adjusting inventory numbers
After HandiLedger installation, all clients are missing
Bank Authorities for BankFeeds
BankFeeds Transaction and Status Reports
Can I copy depreciation schedules from one entity to another?
Can I run a Complete Report for the current year only?
Can we account for livestock transfer from one class to another?
Can we show the preserved/unpreserved components for a Superfund entity?
Can you personalise the address in the Compilation report for different users?
Can you record the number of Shares for a Trust
Cash BAS and Hire Purchase payments
Change from non-trading to trading entity
Change the BAS method from Accrual to Cash
Change the Invoice or Purchase order format to Service or Inventory type
Changing ledger entries from one account code to another
Changing the accounting practice address
Client box on the cover page of the complete report not showing the correct font
Closing and rolling over a year
Configure default report options for entity titles
Configuring the data entry options
Cover page title overwritten due to long entity name
Create a firm master chart of accounts
Delete sub-accounts
Depreciation report has no data, but assets are entered in the depreciation schedule
Depreciation schedule is missing
Display the Committee's report and add Committee members
Distributions and divisional accounting
Document Manager columns minimised when opening through WorkPapers
Access HandiSoft (HandiLedger): Does HandiLedger generate QBCC Reporting Compliance for General Purpose Financials AASB 1060?
Does HandiLedger have the General Purpose Financial Reports?
Enter Note information amounts
Enter Unit Trust in HandiLedger
Entering divisional percentages in the depreciation schedule
Entries to an account code not showing on the trial balance
Error importing Myob - 'following values already exist HSoft\Data\OdbImportExportFile.Dat'
Error: "Incorrect data date period 30/ 2022 not in selected year 01/07/22 to 30/06/2023" importing QIF bank file
Error: 'B2C service returned status 400'
Error: 'Bad cache flush past EOF' when posting imported transactions
Error: Broken Pipe
Error: 'Cannot Read Transaction2022.dat'
Error: 'Client already has a blank ABN division'
Error: 'Expecting String: '+' at line: XXX, column XX'
Error: 'Handle is in the wrong state for the requested operation' when importing BankFeeds
Error: 'invalid record id at position xxxxx'
Error: 'Unable to load HsDocManXX.dll'
The compile button is not compiling the documents
Add folders or sub-folders to an individual client in Document Manager
Addin for Handisoft is disabled in Microsoft Outlook
Archive Document Manager documents
Best Practice Discontinued
Can I prevent folders from being moved in File Explorer?
Changing the default application when opening emails
Corrupted HsDocSrvFile.Dat file
Deleting folders in bulk
Determine which merge fields to use in creating a Merge document
Error: 'Access violation at address... in module HsDocManXX.dll'
Error: 'An error occurred while opening the document'
Error: 'Cannot add document'
Error: Cannot delete a 'Reserved Folder'
Error: 'Error on load of Document Manager Module'
Error: 'List index out of bounds (-1)'
Error: 'Microsoft Office document imaging is not installed. OCR could not be performed'
Error: 'PDF Security forbids saving of document'
Error: 'selected document does not exist'
Error: Source files could not be found
Error: 'Successfully merged 0 documents'
Error: 'The document Handimerge is locked for editing by another user'
Error: 'The last time you opened 'HandiMerge.dotm', it caused a serious error. Do you still want to open it?'
Error: The remote procedure call failed
Error: The selected Document does not have Mail merge enabled
Error: 'The specified path is not a valid filesystem path'
Filtering by Document Types in Access Document Manager
Folders and subfolders are missing for all users
How can I choose which staff member can sign documents sent through the Portal?
How to batch create Client Update forms
How to calculate Tax Payable on Taxable Income when Exempt Foreign Income is included
How to change to the Access ATO Gateway lodgment method
How to check and edit item in the Franking Account Worksheet
How to check the ATO Lodgement availability
How to check which user lodged a return
How to clear Error: 'IITR.730165'
How to create a filter expression for Deductions
How to create a filter expression for Dependents IT8?
How to create a filter to run a report for clients that have a specific flag selected?
How to create a filter to show clients with item M2 Medicare levy surcharge (MLS) label E populated with “Y”
How to create a new tax form
How to create a report for all Rental Properties?
How to create a report for clients allocated to a specific Partner
How to create a report with email addresses?
How to create a substituted accounting period tax return?
How to create an expression for client with an ABN?
How to delete Superannuation Lump Sum Schedule details
How to display a summary report of the tax return?
How to distribute to beneficiaries and then allocate remaining amounts
How to email a PDF copy of a tax return
How to email worksheets as a PDF
How to ensure you can see a list of all clients on your screen when using in HandiTax (ODB)
How to enter amounts in at D5 without a worksheet?
How to enter Capital gains from Trusts in an I Form?
How to enter Division 43 Special Building Write Off
How to enter loss carry back tax offset in a company tax return
How to enter more than 3 business loss entries at Item P9
How to enter Superannuation income stream amounts in the tax return
How to enter values for Item 7B and 7W
How to exclude print warnings on income tax returns?
How to fill in the Loss code
How to filter a report based on the Minor A1 code
How to filter reports for specific postcodes?
How to fix batch Tax Return lodgments that have been rejected?
How to import a custom Client Expression into HandiTax
How to import customised reports
How to import customised reports into HandiTax
How to include the clients address on the cover page of the Tax Form
How to input reduced cost base?
How to keep blank identifiers on collated documents
How to lodge 2002 and earlier tax returns?
How to lodge a tax return?
How to lodge an Individual Tax Return for a deceased taxpayer?
How to lodge prior year Tax returns by ELS, as details are no longer supplied by ATO
How to lodge the not-for-profit self-review return
How to merge a zipped data file into HandiTax
How to not display a summary report of the tax return?
How to obtain the lodgment status of a tax return lodged to the ATO?
How to open the prior year HandiTax modules
How to perform a test lodgment?
How to Prefill an Activity Statement with SBR
How to print a list of tagged clients?
How to remove the Estimate page from the client worksheet copy
How to remove the Fee from Refund option for tagged clients
How to remove the summary report from the client worksheet copy
How to report a capital tax main residence exemption?
How to reset defaults for printing options or tax return exports
How to reset defaults for printing options or tax return exports
How to resize the Display Schedule when the margins are off screen
How to resolve Error GEN.001001 in the Superfund Tax Return
How to resolve GEN.428045 error?
How to resolve IITR.310017 and IITR.310018
How to resolve International Dealings Schedule errors
How to resolve SBR Error: 'IITR.000151'
How to resolve SBR postal address errors
How to retrieve client account information from the ATO?
How to roll over depreciation worksheet?
How to run a Client list abbreviated report with a filter expression
How to run a client report for a Partner
How to run a report to list all your clients in HandiTax and HandiSoft
How to run a report with BAS Figures W1, W2
How to save prior year tax returns into Document Manager
How to stop Tax returns lodging on the incorrect status?
How to tag batches of clients starting by reference code ranges?
How to tag clients by BAS Type
How to transfer profit to a partner
How to transfer your depreciation worksheet from HandiTax to HandiLedger?
How to update all the client's latest lodgment date?
How to update our letterhead?
How to use the report builder to filter by tax return status?
How to view the Trust Beneficiaries tax payable summary report?
How to write off a low value pool
I deleted a Rental Schedule and now have errors.
Important changes for Trust and Beneficiary tax returns in 2024
In a 50/50 split rental schedule how can I allocate interest expense to just one person?
Individual clients with Rental Income
Installation failed, unzip32.dll in use
Installing Error: "Following file hsoft\apps\sbr\bin\hssbrmainXX.dll is already in use"
Is there a box to tick to confirm the Identity check of a client
Is there a report to list the address and all phone numbers in HandiTax?
Item 12 in a trust return displays hash symbols in place of the amount for the Franked amount
Tax return list down the bottom has disappeared
Taxforms window list area is missing
The 2024 Medicare levy surcharge displays 365 days instead of 366 days
The BAS prefill is not including values at W1 or W2
The CGT transfer feature is prefilling an incorrect amount
The Client Expressions window is blank
The Defined Benefit Income Cap amount is causing an incorrect estimate
The HELP/HECS/SSL calculation is incorrect
The Prefill report does not show all the available data
The Tax return status didn't update after lodgment
The upgrade is not updating the program version
The year start and end dates in the tax form have been altered
The year start and end dates in the tax form have been altered
Transfer a Capital gain worksheet from one client to another
Transfer the Capital Gain amount from a Trust form to another Trust Form
Trust Income Schedule limitation
Trying to access HandiTax from Hsoft\apps and the Application exe file is missing
Unable to download EFT reports
Unable to lodge on a non-networked computer or laptop
Unable to open HandiTax 2024 since installing V1.00
Unable to put member number in self-managed super fund form
Update HandiTax return status in Handitax to match ATO portal
Value at 5A in Activity Statement is missing
Warning: CTR.W00021
Warning: IITR.300011
What are the changes to working holiday makers from 2022 onwards?
What are the codes for a CGT Exemption or Rollover?
What are the Tax offsets codes at T1?
What is a tax level?
What is an Electronic service address needed in SMSF tax forms?
What is the Client/Account level in a Client Update form?
What is the limit on the number of contractors I can add for a TPAR Form?
What is the SBR status at the ATO?
Where are the new labels relating to temporary full expensing for an Individual tax return?
Where can I find information on ATOmate integration with HandiSoft?
Where can I set a BAS type for a client?
Where do I enter a trust distribution action code in an Individuals tax return?
Where do I enter the Date of Birth for an Individual?
Where do I enter the foreign tax offset?
Where do I find my software ID?
Where do I key in PAYG Credits in a Trust tax return?
Where do saved reports show in HandiTax?
Where is code O for 'Lump sum payments in arrears' at item 24 category 1 in HandiTax?
Where is the new Accounts tab?
Where to enter the assessable adjustment from sale of depreciable items?
Where to input ABN Division numbers?
Why are labels missing and schedules blank in a tax return?
Why are the Function keys not working?
Why do all clients have the same Related Ref?
Why does HandiTax not include withholding tax for non-residents in its tax estimate?
Why does it show a client selected and I haven't selected a client?
Why does the foreign income schedule exclude tax paid in New Zealand?
Why does the HandiTax estimate differs from ATO assessment notice?
Why is my non-resident clients HELP debt not appearing on the tax estimate?
Why is my Rental Schedule not showing in the Worksheets preview?
Why is the client update form being rejected for a family trust?
Why is the electronic lodgment declaration form (Part A) missing?
Why is the Non-refundable tax offset incorrect?
Why is the prefill import incorrect?
Why is the refund/estimate not showing for a deceased estate?
Why is the Seniors/Pension/Beneficiary Offset not calculating?
Why is the Tax Forms section missing?
Will SBR Warnings stop my lodgment?
Working Holiday Maker in HandiTax 2016 and earlier
XBRL00 - ERROR_XBRLPROC_INVALID_TUPLE_CONTENT: The content of the tuple Declaration[0]' is not correct.
XBRL00 ERROR_ITEM_VALUE_INVALID_ENUMERATION
XBRL01 - The element 'INT' in namespace 'fbt' has invalid child element
'You are trying to execute too many copies of HandiTax. Authorise users 1'
SBR Error CGNFT.000057
Error when printing receipts
How do I allocate the entire amount refund amount to cover our service fees?
How do I change the Letterhead to include my company details?
How do I change the wording on the Authority form?
How do I delete or reverse transactions?
How do I generate the ABA file for the bank software?
How do I make a HandiTrust card active?
How do I process a client receipt?
How do I process ATO assessment notices directly into HandiTrust?
How do I run a report to show transactions cleared between the report date and the last bank reconciliation date?
How to fix an incorrectly posted transaction?
How to remove HandiTax Transfer data
How to set default Fee amounts
How to set the default options
Is BPAY available as a payment method?
Why is my bank account not reconciling?
Why is the incorrect receipt is printing?
Error: List index out of bounds
Error: 'Unable to add record to table wf_task'
How do I add new Archive folders?
How do I automatically create a new job on completion of a job?
How do I save and copy report templates?
How do I allow user access to a new folder or cabinet?
How do I attach documents and add text when doing email merges?
How do I change a documents description or password?
How do I change the folder location for Document Manager for HandiSoft desktop?
How do I collate a merged document?
HandiLedger - Divisional depreciation schedule is not rolling forward from one year to the next year in HandiLedger