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HandiTax - How do I run a custom report?

Updated over a month ago

You can use Edit Reports to read in a customized report.

  1. From the Reports menu select Edit Reports.

  2. Click New, and select Import.

  3. Find the report file that was sent to you and click Open.

  4. Enter a Name for the report.

  5. Click Save and select Run.

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

  7. Click Ok.

Note: The report can be run from Reports, User Defined Report.

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