The Productivity Dates Report allows you to determine the days between interviewing a client, lodging their tax return and receiving their Notice of Assessment in Access HandiTax.
The Productivity Dates Report is generated using the following fields in the Client's Tax Form Details window.
Run the Productivity Dates Report
Log in to HandiTax and go to Reports, Edit Reports.
In the Report Writer window, highlight the Productivity Dates Report or, if you also want to list the form types, choose Productivity Dates Report - Form Listing.
Click Run.
Select an applicable Client Expression, e.g. #All or Tagged and Sort Order.
Click OK.
Review and close when complete.