The expression or filter to show clients with the tax return being a FINAL return is: GetText("ACG") = "Y".
Create the filter
Open HandiTax in the year required.
Click on Reports, Clients, Clients List Abbreviated.
Highlight the first filter with a Y in the HandiSoft column, which is the first column, and click Copy.
Allocate the name Final return and click OK. The newly named report will be highlighted.
Click Edit and replace the existing filter with the filter GetText("ACG") = "Y".
Click Save, Select, OK.
Review and compare the report to your database to verify the data.
Verify report content
Check a sample of clients appearing on the report against the HandiTax return to ensure the tax return is a FINAL return.
Check a sample of clients not appearing on the report against the HandiTax return to ensure the tax return is not a FINAL return.