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Sage HandiTax Cloud Updates

Please find below the latest updates to Sage HandiTax Cloud which you can find in-product.


2018 Updates

30 Apr - Release 1.19
New Support Tools:

Our HandiTax Cloud support consultants can now request a customer to securely share tax form data for the purposes of assisting in the resolution of a support query.

Sage HandiTax Cloud - Support Tools
Other new features and enhancements:

  • A new Audit Log Report and security permissions for Users
  • Added the ability to change the Client Type if the incorrect Tax Form has been created
  • Fixed issues with the Prefill functionality and populating the Individual Tax Form with additional data
  • Improvements to the Lodgment Statistics Report
Download Release Notes 1.19
16 Apr - Release 1.17-18
New Report Builder Filters:

Filters for Latest Date, Interviewed, Lodgement Date, Notice Received, Payment Due added, Industry Code and Occupational Code.

Sage HandiTax Cloud - Report Builder
Other new features and enhancements:

  • New more informative wording on the Client Assign screen
  • Added the ability to assign a Tax Agent when changing the Client Practice on a Linked Practice
  • Renamed the main form to SMSF (Self Managed Super Fund) to follow SBR naming conventions
  • The Validate Link for Tax Forms will now be displayed when using Firefox
  • Resolved I Form issue with Prefill data and a Related Spouse reference
  • Fixed an issue where the information was not pulling through to the declaration of Activity Statements
  • Rearranged the Tax Agent field on the Client List to display the full Agent Number and Name
  • Functionality to automatically populate the ABN from the Practice ABN for new Tax Agents added
  • Added the Service and Subscription details to the Help Menu
Download Release Notes 1.17-18
19 Mar - Release 1.15-16
Re-assign tax forms and clients when deleting a tax agent:

You can now re-assign tax forms and clients to an existing or a newly created tax agent when you delete a tax agent no longer in use.

Sage HandiTax Cloud - Re-assign tax forms and clients
Other new features and enhancements:

  • An improved Client Lodgment Statistics report with new filters.
  • Added the ability to filter the Client List by Tax Agent Number.
  • New FBT Form.
  • Redesigned of the Lodgment Summary screen for a better user experience.
  • Allow the use of alpha characters in the Bank Account detail fields on Clients and Tax Agents. (Please note that lodging 2016 and 2017 tax forms will not pass validation if there are alpha characters in the account number).
  • The TRT (T-Form) now has the Refund option available under the Export menu when there is an Individual in the Statement of Beneficiary section (Item 54).
  • Improved the security and user permissions to assign a Client to a different Practice.
Download Release Notes 1.15-16
13 Feb - Release 1.12-14
Compatible device have been added to include:

  • Microsoft Surface Pro
  • Apple Mac – any device running High Sierra
  • Laptop and desktop computers running windows
  • iOS and Android Tablets << NEW
Multi-factor Authentication

Data security is our number one priority. You now have an additional layer of security to protect you HandiTax Cloud account from being compromised by malware and phishing.

Sage HandiTax Cloud Multi Authentication
Banking Details on the Client Profile:

You can now save your client banking details on the client profile.
Download Release Notes 1.12-14
4 Jan - Release 1.11
Compatible device have been added to include:

  • Microsoft Surface Pro
  • Apple Mac – any device running High Sierra<< NEW
  • Laptop and desktop computers running windows
Create New Groups

Practices can now create their own defined user groups with pre-set user permissions. This will make it easier for practices to add new users with permission sets which are applicable to the working processes of the practice.
Return Report Builder

By Agent Number: It is now possible to create a report of tax returns for a specific tax agent based on their TAN. This is useful for practices with multiple agents that want to run reports for an individual agent.

Exporting the filter information to PDF: The filter information included in PDF copies of tax return reports has been simplified.
Lodged (sealed) tax forms and Client details

When modifying the TFN or DOB of a client, this change will no longer be reflected in any tax return which was previously lodged.
Download Release Notes 1.11

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