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HandiTax - Custom reports in HandiTax

Updated over a month ago

In a few steps, you can use HandiTax to customise your own report.

  1. Log in to HandiTax.

  2. From the Reports menu select Edit Reports.

  3. Click New and select Import.

  4. Locate the report file that was sent to you and click Open.

  5. Enter a Name for the report.

  6. Click Save and select Run.

  7. Highlight a filter to run your report with and click Select.

  8. Click Ok.

  9. Review and close the report when complete.

Note: Your report can then be located and run from Reports, User Defined Reports.

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