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HandiTax - Import customised reports in HandiTax

Updated over 2 months ago

If HandiSoft support has provided you with a simple customised report, use the below steps to import into HandiTax:

  1. Log in to HandiTax.

  2. Go to Reports, Edit Reports and click New.

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

  4. Click Save and then click Run to run the report.

  5. The report can be accessed again by going to Reports, Users Defined Reports, the report will be shown in the list.

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