In HandiTax, a filter or expression can be created for all clients with Individual Tax Forms that have an amount in items D1-D10 (Deductions). Once the filter/expression has been created, you can then apply this filter/expression to any report as required, or you can use it when tagging clients by conditions. To do this, follow the steps below:
Log in to HandiTax.
Go to Reports, Client Expressions.
Click New and name the expression, i.e. Deduction at D1.
Copy and paste one of the codes listed below in bold next to each item into the Expression box.
D1: (GetSum("AMV") > 0)
D2: (GetSum("AMA") > 0)
D3: (GetSum("AMB") > 0)
D4: (GetSum("AMC") > 0)
D5: (GetSum("AMD") > 0)
D6: (GetSum("GTZ") > 0)
D7: (GetSum("JEE") > 0)
D8: (GetSum("JEF") > 0)
D9: (GetSum("AGI") > 0)
D10: (GetSum("BMA") > 0)
Save the Expression for use on your reports or tagging functionality.
