The filter and steps to show clients with an I form where either 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 is:
(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)
Note: After generating the report, check a sample of clients to determine the accuracy of the report
To create the filter and to generate the report :
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.
Click Edit and replace the existing filter with the filter as per above.
Click Save and then click Select, then click OK to generate the report
We recommend that you now review the report to ensure the information agrees with your client’s database