Filter Client Manager's Content

This topic relates to the Lite version of Taxprep.

You can use a filter based on functions unique to returns registration to be able to display information allowing to identify registered or not registered returns in the Client Manager.

Here are the functions available to extract information on returns registration.

Function name	Filters according to...
IsBilled()	The "TRUE" value, if it is a registered return or otherwise it is the "FALSE" value
GetBilledDate()	date of the return registration.