In HandiTax, you can create and export a report to Excel, Word or PDF that display the following:
Client reference
Name
Address
All Phone numbers
To run the report, follow the steps below:
Log in to HandiTax.
Go to the Reports menu, and then click on Edit Reports.
Find and click on the report named Client Listing Brief [Clients Only].
Click Run and Select a filter expression i.e. #All, for all clients.
Review the report, then go to File, and select the program required for the export.
Repeat this report if you require for prior years.