In Access HandiTax, a filter or expression can be created for all clients with Individual Tax Forms that have an amount at 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.
Steps on how to create the client expression in HandiTax:
Go to Reports, Client Expressions.
Click New and name the expression eg: Deduction at D1
Copy and paste one of the below codes listed in bold 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)
4. Save the Expression for use on your reports or tagging functionality.
