Practice Management & Tax
1800 660 670

Business Management
1800 222 040

Payroll & HR 
1300 729 229



Practice Management & Tax 
08 9245 0666

Business Management
02 9921 6500

Payroll & HR 
1300 729 329

Support Area

Contact Us & Our Locations 

HandiTax Module 2 Classroom

Course Outline

In this course, you will advance your basic knowledge of HandiTax to an intermediate level, where you will develop skills that will take you toward being a power user of HandiTax. You will use all the HandiTax features that enable you to prepare tax returns for all entity types.

We recommend completion of HandiTax Module 1 before taking this course.

On completion of the HandiTax Module 2 course, you should be able to do the following:

Individual Returns
  • Create a Rental Statement
  • Create a Depreciation Worksheet
  • Transfer schedules between clients
  • Motor vehicle depreciation
  • Complete a Business Worksheet - Sole Trader
  • Asset Pooling
  • Importing Depreciation schedules
  • Create a Capital Gains worksheet 

Amendments

  • Processing an Amendment 
Company Returns
  • Transfer company data
  • Data entry
  • Common errors
  • Franking account balance 
Trust Returns
  • Distributing trust profits to beneficiaries
  • Automatically transfer into the Individual return 

ATO Report Requests

  • Tax Agent Report Request (RR)
  • Solicited reports
  • Unsolicited report
  • Importing Activity Statements
  • Generating Activity Statement reports 
Power Features
  • Preparing a BAS for transfer to HandiTax
  • Tax Return export to PDF/Email
  • Calculators
  • Notify - sending SMSs
  • Sending emails 
Reports
  • Using the Report Builder 


Classroom Training

Duration: 3 hour
Pricing: $330 per attendee