To filter a report based on the minor action code entered in the Individual Tax return at Item A1, you will need to create a filter using the steps below:
Log in to HandiTax.
Go up to Reports and then Client and choose the report you would like to run I.E. Client Listed Abbreviated and click Run.
Click New.
Type a name for the filter.
In the Expression box, type in the one of the following codes listed in bold:
Minor: (GetText("AHX") = "M")
Excepted: (GetText("AHX") = "A")
For Over 18: (GetText("AHX") = "")
Click Save and then click Select.
Choose a Client Order to order the report e.g. Reference and click OK.
The clients in the report should now be filtered by the A1 Minor code. If clients are missing in the report that should be there, please ensure they have the correct action code listed in A1. If you are not sure how to change it, please read the following article Access HandiSoft (HandiTax): How to fill in the Type code at A1
The filter will be available the next time you run a report by selecting it from the list of client expressions.
Note: Refer to this article for more guidance on creating filters and expressions.