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HandiTax - How do I automatically tag a client when I select the client

Updated over a month ago
  1. Go to Options, Tax Form Options.

  2. Tick the box - On selection tag client (Select this option to have Access HandiTax automatically tag a client when selected).

  3. Click OK.

  4. When you select a client in Access HandiTax it will automatically Tag the client.

TIPS:

  • To view a list of tagged clients click F6 or go to Client, Tag/Untag batches of clients.

  • In the tagged clients window to untag clients click Untag or Untag All.

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