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HandiTax - How do I print a report to show the tax form status?

Updated over a month ago

To print a report to show the tax form status, you can use Reports, Report Builder and follow the below steps:

  1. On the first tab Client Selections select the client related filtering.

  2. Then on the Return Selections tab select further settings for form type, status conditions, etc.

  3. On the Layout & Sorting tab, select which columns display.
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If you need certain columns to not show e.g., no name or TFN, then please raise a case on Customer Service Portal for our support team to organize a custom report for simple requests.
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If the custom report is too complex, we may refer you to Sales to get a quote on a paid report created by our Professional Services team.

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