HandiTax forms status report
This report shows the status of HandiTax forms with slicers for Tax year, Agent, Status group, Form type and Office/Partner/Manager/Group/Client.
Drill‑through is enabled on Form type.
Set up the HandiTax forms status report
Follow these steps to set up and import the report.
1. Log into Zap Data Hub
2. Open the Designer
From the Zap Data Hub menu, click Designer
3. Import the report
Open your Personal folder
From the Folder menu, click Import
Download HandiTax Forms Status Report.zap
Click Open
Complete the fields shown in the screen
Click Next and follow the prompts
Click Close
4. Save your report
Click Save, then click Close from the Home menu
The HandiTax forms status report is now ready to use.