Client list reports in HandiSoft programs can produce a portion of data (Client List Abbreviated), or all of the data fields (Client List Detailed), for your selected client grouping.
Client list abbreviated:
Reference code
Tax File Number
Name, and
Tax form
Client list detailed:
Includes all client database fields
Steps to generate the report:
Open the relevant HandiTax year.
Go to the Reports menu and click on Client, then click on either Client list abbreviated or Client list detailed.
Highlight the client expression you need, then click Select. For a full list of clients in your database select #All.
Select the required sort order field, then click OK to display the report.
If you want to print the report, click Print.
If you want to export the report go to File, and use any of the Export to buttons.
Note: Where a client has multiple tax forms, the client may appear multiple times on the client list - once for each tax form. To prevent this from occurring, when you create Client Expressions, include the text, [Clients Only] in the expression Name.
![[Clients Only] example in Client Expression box](https://downloads.intercomcdn.com/i/o/pm64l3e9/1803929307/7d7fc4ed94974ff778c243f00a7b/rtaImage%2B-289-29.jpg?expires=1771495200&signature=ff0e27d6da981fa69250d772ceeaacd027bb424954a2edbc1b826dd24cb58283&req=dSgnFcB8lIJfXvMW1HO4zWm7TpKCmwcaw6XK3JYGqzH6hmZIe0jKp4NdStVy%0APbnRlbu%2FTtbrWxOlMDY%3D%0A)