HandiTax
Client Expression: Basic
Creation Guide
Basic guide to creating client expressions to filter data
for reports in HandiTax
HandiTax provides you with the ability to perform a number of functions, such as printing a
document or running a report, for clients that meet certain criteria. This selection criteria is
set out in the Filter Expression. HandiTax has a number of standard filters available and
the facility to create your own.
Note: This is only a basic guide to creating a client expression and for a more in-depth
explanation you need to consult the user guide and on line help.
A basic guide to creating a client expression
To write a new Clients Expression using the Client List Abbreviated report to display
the information as an example. From the Reports menu select Client and select Client
List Abbreviated, this will bring up your Client Expression window.
The HandiSoft master expressions are indicated with a Y in the HandiSoft column. A new
expression can be created by either choosing a HandiSoft master that closely resembles
the expression you wish to create and making a copy that can be edited to suit your
purpose or else you can create a new one from scratch following the steps below:
1. Click New
2. In the Client Expressions window, enter a new unique name in the Name field.
To find out more visit www.sagehandisoft.com.au
or contact our support team on (08) 9245 0666 or email [email protected]
Page 1 of 3
3. Click Add Expression
4. In the Expression Editor you will need to select the appropriate Table, Field,
Sign and Value.

The Table field indicates the location of the required information. If your client
expression requires data from the Clients Detail screen, you will need to
select Client in the Table field of the Expression Editor.

In the Field, select the field within the selected Table that you wish to use. For
example PartnerRef for an expression requiring a particular partners clients
being filtered.

Select the Sign in the equation field.

In the Value field you need to type in or select from the options available, the
required value.
5. Click Add
6. Click Done and Save and Close.
7. In the Next screen Save your expression and Click Close.
8. Click Select it to run it.
The expression can use more than one selection criteria, this is achieved by linking the
criteria using the and / or option.
Table = Clients
To find out more visit www.sagehandisoft.com.au
or contact our support team on (08) 9245 0666 or email [email protected]
Page 2 of 3
If you require a report listing the all entities which has Simon as a partner. In the
Expression Editor, we need to use Clients in the Table field, PartnerRef in the Field
field, = as the Sign and in the Value you need to type Simon. (See Expression Editor
screenshot).
If you require a report listing the all entities which have a Tax Estimate of more than
$50,000. In the Expression Editor, we need to use TaxFormForClients in the Table
field, TaxIncome in the Field field, > as the Sign and in the Value you need to type
50,000.
To find out more visit www.sagehandisoft.com.au
or contact our support team on (08) 9245 0666 or email [email protected]
Page 3 of 3