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How to create a filter expression for Deductions

Updated over 3 weeks ago

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:

  1. Go to Reports, Client Expressions.

  2. Click New and name the expression eg: Deduction at D1

  3. 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.

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