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HandiTax Module 1 Classroom

Course Outline

In this course, you will use the basic features of HandiTax to prepare and lodge taxation returns. You will complete a number of practical exercises, which will put your new knowledge into practice.

We have aimed this training course at HandiTax operators who require a basic knowledge of the program. Preparation and lodgment of Individual taxation returns is emphasised.

Attendees of this training course are required to have a basic knowledge of the Windows operating system and its conventions.

On completion of the HandiTax Module 1 course, you should be able to do the following:

Configuring HandiTax

  • Set the client order
  • Client display
  • Focused field
  • Establish default information
  • Agent contact options
  • Change the behaviour of HandiTax
The Client Database

  • Add clients to the Client Database
Preparing a Tax Return

  • Turn on Display Schedule Information
  • Entering data
  • Distributions from Managed Funds
  • Related Reference A5 Spouse's Details
  • PAYG instalments
  • Individual Tax Offsets
  • Medical expenses tax offset
  • Motor vehicle claim
  • Errors in Mrs Teal's return
  • Correcting errors
  • Update the status of a return
Previewing and Printing Returns

  • Previewing a return
  • Printing tax returns
Electronic Lodgments

  • Change the status of a tax return
  • Create your own statuses
  • Tag clients
  • Perform an electronic logdement
  • Understand Transmission and Validation reports
  • Assessment Notice
Client Update Form

  • Uses for the Form CU
  • Prepare Form CU for a single client
  • Prepare Form CU for tagged clients
Report Builder Reports

  • Report Builder
  • Productivity Dates Report - Form Listing 
ATO Pre-fill Report

  • Importing the pre-fill reports

  • Mail merge with Microsoft Word- with Document Manager
  • Creating mail merge templates
  • Creating mail merged documents
  • Mail merge with Microsoft Word- without Document Manager

Classroom Training

Duration: 3 hour
Pricing: $330 per attendee 
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