To filter clients with an I form with item 21 Rent: Gross Rent label P or Interest deductions label Q or Capital Works Deductions label F or Other rental deductions label U is populated, follow the steps below:
Open HandiTax.
Select Reports, then click Clients, then click Clients List Abbreviated. This opens the Clients Expression screen.
Highlight the first filter with a Y in the HandiSoft column, the first column, and click Copy.
Allocate a required name to the report (Rental income for I forms) and click OK . The new named report will be highlighted.
Highlight the new expression and click Edit.
In the Expression box, remove any existing lines and replace with the following:
(FormType@TaxFormsForClients = GetTaxFormValue("I Form")) And (GetMoney("AFS") > 0) Or (FormType@TaxFormsForClients = GetTaxFormValue("I Form")) And (GetMoney("AKA") > 0) Or (FormType@TaxFormsForClients = GetTaxFormValue("I Form")) And (GetMoney("GCG") > 0) Or (FormType@TaxFormsForClients = GetTaxFormValue("I Form")) And (GetMoney("AKB") > 0)
Click Save and then click Select, choose a client order then click OK.
A report will be now generated with the clients filtered based on the expression above.
We recommend that you now review the report to ensure the information agrees with your client’s database.