In HandiTax, to run a report for all clients linked to a Partner;
Go to Reports, Client Expressions, New
Type in a name for your expression, ie Bob's Client List
In the Expression field put in the following code: (PartnerRef@Clients = "PartnerName")
Replace the "PartnerName" with the exact name of the Partner, leaving the quotation marks.
For an expression to match a Partner and Clients with a tax return, repeat steps 1-2 above then add the following use expression:
(Ref@Taxformsforclients <> "") and (PartnerRef@Clients = "PartnerName")
Again, replace the "PartnerName" with the exact name of the Partner, leaving the quotation marks.
If you require a list of Clients for a particular Partner who don't have a tax form, the expression would be;:
(Ref@Taxformsforclients = "") and (PartnerRef@Clients = "PartnerName")
Once more, replace "PartnerName" with the exact name of the Partner, leaving the quotation marks.
For further assistance, please raise a new case with support online and reference the title of this article.