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Sage HandiTax

Create, lodge and track returns quickly online with Sage HandiTax.

Easily manage tax returns with Australia’s most popular electronic lodgement software.

HandiTax helps your accounting practice process client tax returns more productively than ever before.

Create, lodge and track tax returns quickly and accurately within Australia using HandiTax’s outstanding range of features. Simple and easy-to-use, new HandiTax users tell us that they can enter a client's details, complete and lodge their first return in just 10 minutes.

The most widely used taxation and ELS software package in Australia now supports Standard Business Reporting.

So what makes HandiTax so popular?

The answer is simple: accuracy, reliability, ease of use, power and of course, value.

HandiTax offers an outstanding range of features that makes it easy for your practice to process returns more productively than ever. With an acceptance rate exceeding 99%*, HandiTax is one of the most accurate products in the market.

Easy to use, maximum productivity

  • HandiTax provides estimates of Family Tax benefits and PAYG instalments.
  • Prepare, lodge and track IAS, BAS, FBT and tax returns for Individual’s, Companies, Partnerships, Trusts, Funds SMSF’s and Trusts including prior years.
  • Jump to any schedule from the master list with a single keystroke.
  • Perform specific actions when returns are completed (e.g. generate a letter to your client advising the anticipated refund amount).
  • Easy access to a history of most recently entered text.
  • All ATO ELS generated reports are neatly formatted and can be viewed or printed in HandiTax - the Report Navigator provides one-click access to all reports.

More reliable means more profitable

HandiTax has numerous features that make it even easier for you to make sure that your work is always on the mark.

 

  • HandiTax displays a dynamically updated tax estimate as you complete Individual and Company forms.
  • All fields are configured to accept valid values only, reducing the likelihood of errors.
  • Most data fields also display hints at the bottom of the screen.
  • Comprehensive error reporting highlights ATO ELS errors in all forms "on the fly" - you can correct errors as you go along. Error reports include relevant information from the ELS Tax Agents’ Guide.

No need to re-key your data

An integral part of the HandiSoft suite, HandiTax can receive data seamlessly from other modules – such as BAS details from HandiLedger – without ever having to re-key it.

 

  • You can easily import data from ELS files, ASCII files or the ATO's Client List - and the export features are just as powerful. 
  • HandiTax works directly with your existing HandiSoft client database so that all your client information is easily accessed, making it more convenient and accurate.
  • Edit returns in a logical order and multiple returns can be attached to clients. With our tax preparation software, you have easy access to supporting worksheets from within forms - you can instantly drop into a more detailed view.

One of the main benefits of Sage HandiSoft is the seamless data integration it offers. It’s helped us boost productivity and become a more collaborative team.

Bachir Zreika, CEO

The Tax Factor, Australia