Sage HandiSoft

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No more paper shuffling

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HandiHints: Use HandiTax, Client Portal and Document Manager effectively

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Tax Time 2016 – 29 July 2016

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No more paper shuffling

“Client Portal is easy to use to send documents securely.  Clients can access their documents at any time.  80% of our clients use Client Portal and we are working on getting all clients on it because it’s so convenient on both sides”.
Megan Peake, Office Manager and Julie Adams, Administrative Officer – Knox Taxation

Software programs like HandiBiz, HandiLedger and HandiTax have been providing an efficient solution to preparing your clients’ accounts and seamlessly lodging tax returns. But with the availability of online accounting apps, combined with integrating additional HandiSoft modules, you can slash the time it currently takes to finalise your tax return and accounts prep processes.

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Posted in: General Industry, Technology
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Tax Time 2016 – 29 July 2016

We are now well into the Tax busy season for the tax community.  It has been a challenging year in many ways, with both ELS and SBR functionality being included in HandiTax, an earlier than normal budget, a Federal Election together with the normal challenges that this time of year brings.

HandiTax 2016 included SBR functionality, allowing it to connect to the ATO PLS system. We provided guides to assist you in getting set up to use SBR & explanations of the changes in HandiTax to accommodate SBR. You can find these in HandiTax under Help->SBR.

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SBR Project Update

We have been working closely with the Australian Taxation Office (ATO) for many years on the Standard Business Reporting (SBR) project, to ensure that HandiTax is ready to lodge via the Practitioner Lodgment Service (PLS) when the ATO is ready. Please note that the Electronic Lodgment Service (ELS) gateways are not scheduled to be shut down until 01 April 2017.
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Cryptolocker – Ransomware

There has been a spate of reported cases concerning the Cryptolocker virus by our customers so we thought it would be prudent to send out this communication to ensure you are aware of the Cryptolocker Virus and are proactively putting measures in place to protect your practice from this costly virus. It’s worth noting that Antivirus software may be unsuccessful in detecting and removing this virus before valuable data is encrypted. Continue Reading…

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Speed Up Your Accounts Prep Process by 30%*

Clients and revenue are the lifeblood of every firm so it is vital that the practice software underpinning your compliance processes is reliable and integrated. The convoluted process of managing independent systems, shuffling paper between colleagues and exchanging data files with clients can be a real drain on your practice.  Sage has introduced additional HandiSoft modules that integrate to streamline compliance work and in particular, the process of producing and finalising your clients’ accounts. Users report increased efficiency by a factor of as much as 30%* resulting in a more profitable practice.  How? Continue Reading…

Posted in: Grow your business, HandiHints, Tax tips
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