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HandiTrust Video

Course Outline

HandiTrust 1 
  • Selecting the Ruling Body
  • Navigating HandiTrust
  • Creating the Firm
HandiTrust 2 
  • Setting up the Bank Account
  • Entering Client Opening Balances
  • Entering Firm Opening Balance
  • Creating Authorities
HandiTrust 3 
  • Journals
  • Client Receipts
  • Service Fees
  • Client Payment  
HandiTrust 4
  • Setting up EFT
  • ATO Refunds
  • Client Cards
  • Firm Payments
HandiTrust 5
  • HandiTax Assessment Notice 
  • Front Cover Defaults
HandiTrust 6
  • Create an ABA file
  • Bank Reconciliation
HandiTrust 7
  • Reports
  • Customising Authority Letter
  • Customising ATO Refund Letter
  • Customising the Letterhead
  • Setting default letters
   

 



Video Course

Duration: 7 x 8 min each

Price: $330 (pricing for current Financial Year subscription; unlimited access)