The expression or filter to show clients with the tax return being a FINAL return is: GetText("ACG") = "Y"
To create the filter:
Open HandiTax in the year required.
Click on Reports, Clients, Clients List Abbreviated. This opens the Clients Expression screen.
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 new 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
To verify that the report content is correct:
Check a sample of clients appearing on the report against the HandTax return to ensure the tax return is a FINAL return.
Check a sample of clients not appearing on the report against the HandTax return to ensure the tax return is not a FINAL return.