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How to create a filter to show clients with item M2 Medicare levy surcharge (MLS) label E populated with “Y”

Updated over 3 weeks ago

How to create a Client expression and then run a report to show all clients with item M2 Medicare levy surcharge (MLS) label E populated with a “Y”

How to create the filter for the report:

  1. Open HandiTax

  2. Select Reports, Client Expressions, New

  3. Enter a name for the client expression eg: Medicare M2 = Y

  4. In the Expression box copy or type - GetText("DYA") = "Y"

5. Click Save, Close

6. Select Reports, Client, Client List Abbreviated, in the client expressions select the name eg: Medicare M2 = Y, Select, select the order of the report, Ok

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



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