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Using Query Manager in Personal Tax to report on client information

written by Digita Support, 13 May 2016

By Chris Cullen, Tax Support Specialist.

Introduction

Whether it’s for tax planning purposes or internal housekeeping it’s always useful to be able to report on clients meeting specific criteria (over a certain age, specific income types or thresholds, etc.); this can be done in Personal Tax using the Query Manager.
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