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
Open the relevant HandiTax year
Go to Reports, Client, Client list abbreviated
Within the Client Expressions screen, highlight the required filter expression from the list eg: #All, then click Select
Select the Client Order of the report, 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).