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HandiTax - How do I run a Quantities report?

Updated over a month ago

The HandiTax Quantities Report allows you to cost or determine potential revenue from your individual tax returns.

The Quantities report reflects the following:

  • The quantity of returns.

  • The quantity of schedules, worksheets, and items.

  • The outcome of the pricing structure chosen.

The process allows you to enter a pricing structure for Returns, Schedules and Items by setting an associated cost for each to generate a potential revenue/costing report.

  1. Open HandiTax, then go to Reports, Return, Quantities Report.

  2. Assign monetary values and identifiers if required, then click OK.

  3. Click on the applicable agent, then press Enter.

  4. Locate an applicable Client Expression, e.g. #All, then click Select to generate the report.

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