Skip to main content

HandiTax - Create a filter to show clients with item M2 Medicare levy surcharge (MLS) label E populated with Y in HandiTax

Updated over 4 months ago

To create a client expression to show all clients with item M2 Medicare levy surcharge (MLS label E populated with a Y, please follow the steps below:

  1. Log in to HandiTax.

  2. Select Reports, Client Expressions, New.

  3. Enter a name for the client expression, e.g. Medicare M2 = Y.

  4. In the Expression box, type in: GetText("DYA") = "Y".

    Client Expression window
  5. Click Save, Close.

  6. From the Reports menu, click Client and then Client List Abbreviated.

  7. Find the expression you created, e.g. Medicare M2 = Y, and click Select.

  8. Select the Client Order and then click OK.

  9. The report will list all clients that have an I form with item M2 Medicare levy surcharge (MLS) label E populated with a Y.

Did this answer your question?