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Printing Tax Returns for Clients in Sage HandiTax

Created on  | Last modified on 

Summary

This article explains how to print tax returns in Sage HandiTax for the ATO and print tax returns with clients worksheets.

Resolution

Printing Tax Returns for Clients

Tax Returns for the ATO

This option will only print those schedules that will be transmitted to the ATO and every item on the Tax Return even if the item is not completed.

This option can be accessed in a number of ways:

1.    Click View ATO copy in the Tax Return Outline window, or
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2.    From the Edit menu click View Return for Lodgment, or

3.    From the Edit menu click Print Tax Returns.

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4.    In the Print Tax Returns window state the number of copies you wish to print in the Tax returns for tax office field.

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Tax Returns with client's worksheets

This option will print all schedules, however for an Individual Tax Return it will only print the items that have been completed.

This option can be accessed in a number of ways:

1.    Click Worksheets in the Tax Return Outline window, or

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2.    From the Edit menu click View Return with Worksheets, or

3.    From the Edit menu click Print Tax Returns.

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4.   In the Print Tax Returns window state the number of copies you wish to print in the Returns with Client's Worksheets field.

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