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How to create an expression for client with an ABN?

Updated over 3 weeks ago

A filter/expression can be created for all clients that have an ABN.
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.
The below filter/expression can be created in HandiTax and Practice Manager


Steps on how to create the Client Expression in HandiTax:

  1. Open HandiTax Reports, Client Expressions.

  2. Click New and give it a Name eg: ABN Clients

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

4. Click Save, Close


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Steps on how to create the Filter in Practice Manager:

  1. Open Practice Manager, select Reports, Filters, New

  2. Click New and give it a Name eg: ABN Clients and under Type = Client

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

  4. Click Save, Close

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