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
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.
Click Print if required.
If you prefer to export the report, go to File, and use 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=1779918300&signature=f97f8639bbe3c1a5d6324d48504f6743c02053d0ff006fdee9f9a7e3b7ad514f&req=dSgnFcB8lIJfXvMW1HO4zWm7TpqPkwobw6XK3JYGqzFMX6me%2Bdl7cZOFbqCE%0AmpSUQZWpeu6%2Fw%2BlKFm8%3D%0A)