To run the report for all Clients:
Open the relevant HandiTax year, select Reports from the top menu.
Select Client and then Client list abbreviated.
Select #All, Select, then select the order of the report, click OK.
This will then produce a list of all the clients that exist in that specific year's HandiTax program. The total number of clients will be displayed at the end of the report.
To export the report to Excel:
Click File at the top of the report screen.
Select Export to Excel and select your required options.
Click Generate.
This will generate the report in Excel, and you can then save the report as a CSV file type.