Chapter 15. Additional tools
This chapter contains details of useful tools that are included with HandiTax 2016, as well as methods to increase data entry speed.
Increasing your data entry speed
You may find it quicker to enter data using the keyboard and not the mouse. The following table lists keys that you can use in place of the mouse.
Key Button Description
F1
F2
F2
-
-
Online help
From within a data entry field: open a selection window.
From the main menu: open the Clients Detail window.
F3 Open the “Clients and their Tax Forms” window.
F4
F5
- Open the Tax Calculator window.
Modem lodge tagged clients.
F6 Open the Tagged Clients window.
F7
F8
- Open the Clients Detail window.
Edit the currently selected return.
F9 Open the Print Tax Returns window.
F10 -
F11 -
If you have purchased and enabled the Document
Manager, when you press F10 in HandiTax 2016, the Document Manager opens.
From within a data entry field: Open the History window.
F11 From the main menu: Open the Report writer window.
F12
CTRL + F2
- Open the Macros window.
View the return for lodgement.
CTRL + F3 View the return with worksheets.
CTRL + F4
CTRL + F5
CTRL + F6
CTRL + F7
CTRL + HOME
CTRL + END
-
-
-
-
Open the Sage Handisoft Functions report.
Open the HandiTax 2016 Functions report.
Open the HandiTax 2016 Fields report.
Open the normal calculator.
Go to the first field of a schedule item.
Go to the last field of a schedule item.
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Chapter 15. Additional tools HandiTax 2016
Key
ALT + F4
Button Description
Exit from the active window.
Operating keyboard macros
Macros are used to pre-record tasks that you perform frequently. Macros can be operated using a very small number of keystrokes, and may, therefore, greatly reduce the number of keystrokes required to perform a certain task.
For information on keyboard macros, please refer to the "Advanced Features 2011" manual.
Using the calculators
Sage Handisoft provides two handy calculators:
General calculator, which works in the same manner as a standard calculator. It is available in all Sage Handisoft products.
Tax calculator, which allows you to calculate the tax for an individual, and the number of days between two dates.
To access the General Calculator
You can access the general calculator tool directly from within HandiTax 2016. Either:
Press CTRL+F7, or
From the Tools menu, click Calculator.
Figure 139: The "Calculator" window
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HandiTax 2016 Using the calculators
To access the Tax Calculator
The Tax Calculator enables you to calculate the tax for an individual, and the number of days between two dates.
You can access the Tax Calculator only from within HandiTax 2016 in the following ways:
Press F4; or
From the Tools menu, click Tax Calculator.
Figure 140: The "Tax Calculator" window
Tip: For information on the Tax Calculator, press F1 to display the online help.
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Chapter 15. Additional tools HandiTax 2016
Real-time estimates
A very handy feature in HandiTax 2016 is the display of real-time estimates in the Status Bar at the foot of all tax return forms. You can select two values to display, and they are updated automatically as you edit the form. The values you can select depend on the form you have open.
For example, if you are editing an I form, you could have a running total of the Taxable Income
(Tax Inc) and Estimated Tax (Estimate) continuously displayed in the Status Bar.
Note: The values will not be displayed on the Status Bar if the “Return Information” window is enabled. See Enabling and disabling the “Return Information” window in Chapter 5, “Preparing a tax form”.
Setting the display
You can select the values to be continuously displayed on the Status Bar of the Tax Form windows.
1. To select the values, double-click on the status bar of the Tax Form Window. The "Select values for display" window will open.
Figure 141: The "Select values for display" window
2. In the Value Name fields, select the values you want displayed.
3. Click OK.
HandiTax 2016 will display the chosen values in the Status Bar.
SMS messaging
If you have purchased the Sage Handisoft Notify module, you can send SMS messages to your clients.
To send an SMS message, click the SMS button or, from the Tools menu, point to SMS
Message and click Send SMS Message. The “SMS Message” window will open.
For more information, see the “Sage Handisoft 2016 Advanced Features” manual.
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