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.
The abbreviated report produces these database fields:
Reference code
Tax File Number
Name, and
Tax form
The detailed report includes all client database fields.
Client List Abbreviated
Open HandiTax or HandiSoft/Practice Manager Contact and go to the Reports menu.
Click on Client, then click Client list abbreviated.
Highlight the client expression you need, then click Select. For a full list of clients in your database select the filter: #All.
Under Client Order, 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 to Excel go to File, Export to Excel.
Client List Detailed
Open HandiTax or HandiSoft/Practice Manager Contact and go to the Reports menu.
Click on Client, then click Client list detailed.
Highlight the client expression you need, then click Select. For a full list of clients in your database select the filter: #All.
Under Client Order, 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 to Excel go to File, Export to Excel.
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.
