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HandiTax - Tax form status report in HandiTax

Updated over a month ago

In a few steps, you can print a report to show the tax form status.

  1. Log in to HandiTax.

  2. Go to Reports, Report Builder.

  3. On Client Selections tab, select the client-related filtering.

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

  5. On the Layout & Sorting tab, select which columns display.

If you have a custom report request, we will refer you to Sales to get a quote on a paid report created by our Professional Services team.

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