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The HandiTax forms status report shows the status of HandiTax forms, with slicers for the following:

Office / Partner / Manager / Group / Client

- Tax year
- Agent
- Status group
- Form type
- Office / Partner / Manager / Group / Client

📌Note: Drill-through is enabled on Form type.

___________________________________________________________

From the Zap Data Hub menu, click Designer.

Open your Personal folder, then from the Folder menu, click Import.

Download HandiTax Forms Status Report.zap, then click Open.

Complete the required fields, then click Next and follow the prompts.

From the Home menu, click Save, then click Close.

1. Log in to Zap Data Hub.
2. From the Zap Data Hub menu, click Designer.
3. Open your Personal folder, then from the Folder menu, click Import.
4. Download HandiTax Forms Status Report.zap, then click Open.
5. Complete the required fields, then click Next and follow the prompts.
6. Click Close.
7. From the Home menu, click Save, then click Close.

The HandiTax forms status report is now ready to use.

Run a HandiTax forms status report in Zap Data Hub for different clients and form types.

Zap Data Hub - Run a tax form status report for HandiTax

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Zap Data Hub - Run a tax form status report for HandiTax

Set up the HandiTax forms status report