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HandiTax - Import a custom client expression into HandiTax

Please follow the steps below to import a custom client expression/filter:

  1. Log in to HandiTax.

  2. Go up to Reports, Client Expressions and then click New.

  3. Give the report a name, and then click Import (select the file that you downloaded from the support analyst).

  4. Click Save and then Close.

  5. The filter can then be selected in the Client Expression list when running reports.

If any errors occur when running the filter, please reply to your ticket for more help.

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