Log in to HandiTax and go to Options, Tax Form Options.
Tick the box - On selection tag client (Select this option to have Access HandiTax automatically tag a client when selected).
Click OK.
When you select a client in 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.