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Printing

Print mailing labels for clients

To print mailing labels for your clients, including individuals, shareholders, partners, beneficiaries, and/or participants:
  1. Select
    Utilities
    ,
    Mailing Labels
    , then
    Client
    .
  2. In the
    Clients available for labels
     pane, select the clients for whom you want to print mailing labels, then choose the
    Select
     button.
  3. For the 1120, 1065, 1041, and 5500 clients listed in the
    Clients to print labels for
     pane: Indicate which labels you want to print by doing one or both of the following:
    • To print labels for shareholders, partners, beneficiaries, and/or participants but not for the clients themselves, clear the
      Client labels
       checkbox.
    • To print labels for shareholders, partners, beneficiaries, and/or participants mark the
      Shareholder, Partner, Beneficiary, Participants labels
       checkbox, and then select the option in the Separator between clients group box.
  4. Select the
    Continue
     button to open the
    Print Client Mailing Labels
     window.
  5. From the dropdown list in the Label size group box, select the label size or select the
    Define label size
     button to add a custom label size.
  6. Use the fields in the Copies group box to determine how many copies or pages of labels UltraTax CS will print. If printing on a partially used sheet of labels, use the
    Begin on row
     and
    Column
     fields to indicate the position on the page at which UltraTax CS will begin printing.
  7. UltraTax CS defaults to printing a barcode on the mailing label for each address with a valid five-digit or nine-digit ZIP Code. If you don't want to print barcodes, clear the
    Print barcode on labels
     checkbox.
  8. UltraTax CS defaults to sorting by client ID. To sort by Client name, Entity, or ZIP Code, select one of these options from the
    Sort By
     dropdown list.
  9. If necessary, mark any of the following checkboxes.
    • Print labels in all capital letters
      : Mark this checkbox to print all characters on the label in uppercase.
    • Print labels with client ID
      : Mark this checkbox to include the client ID on each label.
    • Print labels with client name only
      : Mark this checkbox to print labels that only contain the clients' names. These labels will print with the client's last name first for all 1040 clients.
  10. Make sure the correct label stock is in the printer, then select the
    Print
     button.

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