Report builder can be used to run a report by tax return status in HandiTax using the following steps:
Go to Reports, Report Builder.
Click onto the Return Selections tab.
In the Tax Forms section, select the form type from the drop-down list and press the > button to add it to the list, if you'd like to use all form types, tick Include all form types.
In the Lodgment section, select the status you would like to report on e.g. Lodged to Lodged.
Click Run Report.
Tick Prompt to Tag clients if you you would like to tag the clients after closing the report.
