This list only prints the clients basic information. To create a more detailed client list, click here.
- On the Clients tab (to view the list of your clients). Select a group of clients. Click here for details on how to select some or all of your clients.
- Under the Print menu, select Database Reports.
- Select the Client List tab.
- Select one of the Client List Reports from the left navigation panel:
- Client List - Name Only (this option will print a list with client names only).
- Client List - Name and Phone # (this will print a list with client names and home phone numbers).
- Extended Client List (this will print a list with client numbers, name, address, telephone number, and the preparer number.)
- Check the box in the lower left to include dependents, partners, officers, shareholders, beneficiaries, spouse, donees, or participants information.
- Select Print.