In HandiTax, the Client List Abbreviated Report will show the Reference, TFN, Name and Form Type. The report can be used with several Filter Expressions e.g. #All, #Tagged
Log in to the relevant HandiTax year.
Go to Reports, Client and then click Client list abbreviated.
Highlight the required filter expression from the list e.g. #All, then click Select.
Select your preferred client order and click OK.
With the report previewed on the screen, you can go to File, then select the relevant option to Email, Save or Export To (Excel, Word, PDF).