Chapter 7. Printing tax forms
Before you begin printing from HandiTax 2016, you must complete the printer settings. For information on completing the printer settings, see "Setting up the Printer" in Chapter 2,
"Installing and configuring HandiTax".
When you print using HandiTax 2016, you are able to print (a) the selected tax form, (b) tagged tax forms, or (c) tax forms that meet specified conditions (for example, tax forms with a status of
“Interviewed”).
Types of printouts
HandiTax 2016 allows you to print the following two different copies of a tax form.
ATO Copy
This ATO copy displays the tax return in the ATO format (that is, with no schedules and in the order set by the ATO). Your client must sign this copy of the tax form.
Client Copy
This will display a detailed copy of the tax return, including all schedules.
To print tax forms
To print one or more tax returns you perform these operations:
1. Decide which tax returns you want to print.
To print a number of tax forms, firstly tag the required client/tax form combinations.
To print a single tax form, select that tax form.
To print a group of tax forms that match a specified condition (for example, tax forms with a status of “Interviewed”), skip to step 2.
2. To print the tax return, do any of the following:
On the Access Panel, click Print Returns.
Press F9.
From the Edit menu, click Print Tax Returns.
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Chapter 7. Printing tax forms HandiTax 2016
Figure 74: The “Print Tax Returns” window
3. Complete the “Print Tax Returns” window as required and then click OK.
Tip: If you are printing EI, EP, ET, EC and MS returns, you can include a summary report by selecting the Include Summary Report check box on the "Print Tax Returns” window.
4. Highlight the client grouping for which you want to print tax forms and then click Select.
This section allows you to print tax returns for clients that meet certain conditions. For information on using Client Expressions, see Chapter 12, "Client Expressions".
The tax forms will start to print.
Specifying the client copies
The “Print Tax Returns” window allows you to specify the included schedules and number of client copies to be printed.
1. Do any of the following to open the “Print Tax Returns” window.
On the Access Panel, click Print Returns.
Press F9.
From the Edit menu, click Print Tax Returns.
2. To select the preset options, do the following and go to step 9:
In the Returns with clients worksheets field, type the number of copies.
Depending on the form type, under EI client copy or EP/ET/EC/EF/MS client copy, select what is to be printed with the form.
3. Alternatively, if you want to more exactly specify the copy numbers and order of schedules to be printed, select the Use custom client copy settings check box and click Custom
settings to open the “Custom Client Copy – Print Options” window.
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HandiTax 2016 To print tax forms
Figure 75: The “Custom Client Copy Options” window
4. Across the top of the window, select the tab for the required form type.
5. For each schedule in the list, enter the required number of copies, up to maximum of nine per schedule.
6. To insert a blank page after a schedule, in the Blank Page column, select the corresponding checkbox.
Tip: To reset the number of copies to 0, click Zero all copies. This will not change the printing order.
7. To change the order of printing, highlight the schedules and click Move Up or Move Down to move them up or down the list.
Tip: To change the printing order to the standard setting and reset the number of copies to 1, click Reset defaults.
8. If you want to save the settings for future use, click Save office default. To use previously saved settings, click Load office default.
9. Click OK to confirm that settings and return to the “Print Tax Returns” window.
10. Click OK to print the returns.
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Chapter 7. Printing tax forms HandiTax 2016
Including “P” (prefill) markers in client copies
You can configure HandiTax 2016 to include the “P” markers in printed client copies.
1. From the Options menu, click Tax Form Options to open the “Tax Form Options” window.
2. Under Reference/Custom, select the Print P indicators (client copy).
3. Click OK to save your settings and close the “Tax Form Options” window.
Setting the Signature / Detailed footer
From 2012, the ATO allows a single point of signature for tax returns. This includes any attached schedules lodged at the same time.
You can set the option for a Signature / Detailed footer on the ATO and client copies of tax returns.
1. From the Options menu, click Tax Form Options, to open the “Tax Form Options” window.
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Figure 76: The "Tax Form Options" window
2. In the Signature/Detailed footer field, select the footer to appear at the bottom of the ATO and client copies of the tax returns.
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HandiTax 2016 To print tax forms
Option ATO copy
Never
Client copy
Blank
Blank
ATO copy Signature
Always Signature
Worksheet (Client) copy
Blank
Detailed
Blank
Detailed
Note: The words Signature and Detailed are used to differentiate between the ATO and client copies.
3. Click OK to close the “Tax Form Options” window.
Tip: This is a global setting for all your HandiTax 2016 users. You can use Practice
Manager – Security to block staff from accessing it.
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