How to print a client telephone list
SUMMARY
This article demonstrates how to print the Client Telephone List.
MORE INFORMATION
The Client Telephone List contains a list of client’s names and phone numbers.
To generate a Client Telephone List in the program, follow these steps:
- On the Work In Progress Summary (WIP), from the top menu select Reports->Client Lists->Client Telephone List.
- Select the desired sorting and grouping options.
- Select either:
- The Quick View button to display the list on the screen.
- The Print button to send a copy to the printer.
Related Articles
How to print an individual copy of the Client Letter
SUMMARY!!! This article demonstrates how to print an individual copy of the client letter. MORE INFORMATIONTo individually print a client letter, follow these steps: Open a tax return. From the top menu, select Print->Return Components. Select the ...
How to print copy separation pages
SUMMARYThis article demonstrates how to print separation pages when you print a tax return. MORE INFORMATIONCopy separation pages print out with each print packet and indicate the packet name. The copy separation page for the preparer copy indicates ...
How to print acknowledgement letters in the program
SUMMARYThis article demonstrates how to print acknowledgement letters in the program. MORE INFORMATIONAcknowledgement letters provide information to the taxpayer concerning their return, including when the return was acknowledged, how much their ...
How to add or remove forms in a print packet
SUMMARYThis article demonstrates how to add or remove forms and worksheets in a print configuration. MORE INFORMATION To add or remove a form or worksheet to a print packet, follow these steps: On the Setup menu, click Printer Setup. On the ...
How to format a mailing list using Word 2003 or earlier
SUMMARYThis article demonstrates how to format an exported mailing list in Word 2003 or earlier. This is useful if printing on mailing labels other than the internally supported Avery 5161 MORE INFORMATION Log into the program as a user with ...