Print > Select Clients to Print dialog

Show all hidden content
Use this dialog to print multiple clients' reports for a chosen tax year.
To open this dialog, choose File and then Print, select the Clients button, select the tax year you want to print, and select Continue.

Special information

Printing reports for multiple clients

Fields & buttons

Clients available to print
This list includes all clients of the selected entity type and which have a tax year that matches the tax year you selected. Highlight the clients you want to select and then select the Select button.
note
To sort list of clients, select the Client ID, Name, or Entity column heading.
Focus client listing group box
1040 / 1120 / 1065 / 1041 / Other
To limit the list of clients that are available to select in this dialog, clear the checkbox for each type of client you do not want to include.
Fiscal Year End
Select this button to limit the list of clients to only those clients with the selected year end.
Event
This field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, select the Modify button.
Modify button
Select this button to change the client status event or sorting criteria in the
Event
field.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close