Zap Data Hub displays ATO report information extracted directly from HandiTax. To keep your dashboards accurate, you must regularly download the Income Tax Client Report in HandiTax.
Once downloaded, Zap Data Hub will automatically update the data overnight, or you can manually process it if you need the update immediately.
Download the Income Tax Client Report in HandiTax
Open HandiTax.
Go to ATO Reports, then select Income Tax Client Report.
Select the Tax Agent, then select Practice.
Enter your Credential Password, then click Request to download the report.
View the report to complete the update
Go to ATO Reports, then select View ATO Reports.
Highlight the downloaded report, then click View.
đNote: Viewing the report finalises the download so Zap Data Hub can import it.
How Zap Data Hub updates the data
Once the report has been downloaded and viewed, Zap Data Hub will:
Automatically process the updated HandiTax data overnight.
Refresh the HandiTax dashboards and ATO data.
Make the updates available in the Accountant Solution the next day.
If you need the update immediately, you can run a manual process.
Manually process the HandiSoft solution in Zap Data Hub
Log in to Zap Data Hub, then click the folder ellipsis icon.
In Resource Explorer, expand Public, then expand Access HandiSoft Solution.
Double-click Access HandiSoft Solution.
In the new tab, select Process model.
Keep the settings as default, then click Process and select OK.
Zap Data Hub will process the updated HandiTax data immediately.