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HandiTax - How do I avoid repeating clients for every return attached to them when running reports?

Updated over a month ago

To avoid repeating each client for every return attached to the client when running a report in Access HandiTax you need to add [Clients Only] to your client expression name.
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To add [Clients Only] to your Client Expression name:

  1. Go to Reports, Clients, Client List Abbreviated.

  2. In the Client Expression window highlight the expression you wish to use and click Copy.

  3. In the Copy of ... window give your expression a name and include [Clients Only] in the name e.g. #All [Clients Only] and click OK.

  4. Run your reports in the usual manner, using the new expression you have just created.

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