Select Clients for Mailing Labels dialog

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Use this dialog to select the clients for whom you want to print mailing labels and/or to select the shareholders, partners, beneficiaries, or participants for whom you want to print mailing labels.
To open this dialog, choose Utilities, Mailing Labels, then Client.

Fields & buttons

Clients available for labels
All clients who meet the criteria designated in the Focus group box at the bottom of this dialog are listed here. Highlight the client(s) you want to print labels for and choose the Select button to move them over to the Clients to print labels for pane on the right.
note
To sort the client listing by client ID, name, or entity type, select the words Client ID, Name, or Entity in the title bar of the list pane.
Clients to print labels for
Lists the clients you have selected for printing labels.
note
Tips
  • To remove one or more clients from this list, highlight the clients and select the Remove button. The clients return to the Clients available for labels pane on the left.
  • To sort the client listing by client ID, name, or entity type, select the words Client ID, Name, or Entity in the title bar of the list pane.

Focus group box

Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
To include only 1040 clients in the list, clear all checkboxes except the
1040
checkbox.
note
Mark the
Other
checkbox to include 990, 5500, 706, and 709 clients in the list.
Restore user/default focus options button
Select this button to toggle between the most recent custom focus selection and the default selection.
Preparer/staff
Select a preparer or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Event
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Modify button
Select this button to change the selection in the adjacent field.

Which labels group box

Client labels
This checkbox is marked by default. Clear this checkbox to print labels for shareholders, partners, beneficiaries and/or participants for the 1065, 1120, 1041, and/or 5500 clients who are listed in the Clients to print labels for list pane on the right but not the labels for the clients themselves.
note
This checkbox is available only if a 1065, 1120, 1041, or 5500 client appears in the Clients to print labels for pane on the right.
Shareholder, partner, beneficiary, participant labels
Mark this checkbox to print labels for shareholders, partners, beneficiaries, and/or participants for the 1065, 1120, 1041, and/or 5500 clients who are listed in the Clients to print labels for list pane on the right.
note
This checkbox is available only if a 1065, 1120, 1041, or 5500 client appears in the Clients to print labels for pane on the right.
Separator between clients
  • Select the
    None
    option to print the labels for each S corporation, partnership, fiduciary, and 5500 client (and their applicable shareholders, partners, beneficiaries, and participants) without any break between clients.
  • Select the
    Break page
    option to begin the labels for each S corporation, partnership, fiduciary, and 5500 client (and their applicable shareholders, partners, beneficiaries, and participants) on a new page of labels.
  • Select the
    Label
    option to separate the labels for each S corporation, partnership, fiduciary, and 5500 client (and their applicable shareholders, partners, beneficiaries, and participants) by a label-sized block of lines.
note
These options are available only if you marked the
Shareholder, partner, beneficiary, participants labels
checkbox.

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