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HandiTax - Create a filter expression for Dependents at item IT8 in HandiTax

Updated over 2 months ago

A filter/expression can be created for all clients with I Forms that have an IT8 label D - Number of dependent children. Once the filter/expression has been created you can then apply this filter/expression to any report as required, or you can use this filter/expression within the Tagged client conditions. To create the Client Expression in HandiTax, please follow the steps below:

  1. Log in to HandiTax.

  2. Go to Reports, Client Expressions.

  3. Click New and give it a name e.g. Dependents IT8 label D.

  4. Copy and paste the following expression into the Expression box: (GetSum("BXA") > 0)

  5. Click Save once complete.

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