Access Handisoft

To run a report for clients within a specific Date of Birth range to locate clients aged NN and over:

Log in to HandiTax and go to Reports, Report Builder.

In the Report Builder window, click the Client Selections tab, under the Other section, complete the DOB field and then click Run.

Review the report and Close when complete.

1. Log in to HandiTax and go to Reports, Report Builder.
2. In the Report Builder window, click the Client Selections tab, under the Other section, complete the DOB field and then click Run.
 Report Builder
3. Review the report and Close when complete.

HandiTax - Date of Birth (DOB) report in HandiTax

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