The HandiTax Quantities Report helps you estimate potential revenue from individual tax returns.
It shows:
The number of returns.
The number of schedules, worksheets and items.
The result based on your pricing structure.
You can enter a cost for each return, schedule and item to generate a costing report that reflects your pricing setup.
Log in to HandiTax, then go to Reports, Return, Quantities Report.
Assign monetary values and identifiers if required, then click OK.
Click on the required tax agent, then press Enter.
Locate an applicable Client Expression, e.g. #All, then click Select to generate the report.
Review and close the report when complete.