In Access HandiTax, you can set or remove the Fee from Refund option. When set, HandiTax will prefill the Agent Address and Trust Account Details set in Options, Front Cover Defaults.
To see which clients have the Fee from Refund option set:
Go to Reports, Client, Client list abbreviated
Locate the Fee From Refund client expression, click Select then OK
Review and Close the report.
Report Builder can be used to tag those clients identified in the report:
Go to Reports, Report Builder
Click the Return Selections tab and select which tax forms to include
In the Lodgment section, choose the Status range, Not Started to Ready to Lodge
Click Ellipsis on Filter / Expression, locate the Fee From Refund client expression, and click Select
Tick Prompt to Tag clients, then click Run Report
Review and Close the report
You will be prompted to tag those listed on the report, select Yes.
With this list of Tagged clients (F6), you can remove the Fee from Refund option.
Go to Clients, Update tagged client's details, Fee from Refund
Select CLEAR Fee from Refund option
Click OK
Click OK on the updated information window. All Tagged clients will now have the Fee from Refund option deselected from the Client's Tax Form Details window.
The Fee from Refund option can also be set for new tax forms created automatically:
Go to Options, Tax form Options
In the New Tax Form/Client Defaults section, untick Client fee, OK.