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HandiTax - Create an expression for a client with an ABN in HandiTax

Updated over 2 months ago

In a few steps, you can create a filter or expression for clients with an ABN in HandiTax or Practice Manager Contact. This filter can then be applied to reports as required. You can also use this expression within the Tagged client conditions.


Create the Client Expression in HandiTax

  1. Log in to HandiTax.

  2. Go to Reports, Client Expressions.

  3. Click New and give the report a name, e.g. ABN Clients.

  4. Copy and paste (Abn@Clients <> "") into the Expression box.

  5. Click Save, Close.

    Client Expressions window

Create the Filter in Practice Manager

  1. Log in to Practice Manager.

  2. Go to Reports, Filters.

  3. Click New and give the report a name, e.g. ABN Clients.

  4. Change the Type to Client.

  5. Copy and paste (Abn@Clients <> "") into the Expression box.

  6. Click Save, Close.

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