Printing Marked Client List

A Client List may be printed whenever you need it with just a few clicks. The Client List lists your clients' pertinent information including Name or Company Name, Return Type, Address, Telephone Number, e-Mail, and more.

To print the Marked Client List:

  1. Mark the returns for the clients' whose information you wish to appear in the Client List.

Click Mark All on the toolbar to mark all returns and include all clients.

  1. From the Return Manager, click the Reports menu; then, select Print Marked Client List.

Print Marked Client List dialog box

  1. Clear the check box for any returns you do not want to include in the batch.
  2. Click Continue when ready to proceed.

Clients Marked for Printing dialog box

To change your default printer, click Printer Setup.

  1. Adjust Orientation, Options, and Sorting Order settings as desired.
  2. Click Print.

 

See Also:

Exporting Marked Client List