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HandiTax - Create a filter for clients who have a specific flag selected in HandiTax

Updated over 2 months ago

Create a client expression for clients with a flag

  1. Log in to HandiTax.

  2. From the Reports menu, click on Clients and then Client List Abbreviated.

  3. Click New.

  4. Give your expression a name and in the Expression field, type in the following code using the corresponding flag e.g. Flag8@Clients = True.

    Client Expressions
  5. Click Save and Select to run the expression.

  6. Choose the sort order, then click OK.

  7. Ensure you have selected a flag for clients in the Client Detail window for the reports to work.

    Client Detail - Flags area
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