Batch print and email the Bank Account Verification worksheet

You can use the Data Mining utility to print or email the Bank Account Verification worksheet for multiple 1040 clients.

Select Utilities
, then Data Mining
.

Under Step 1, select 1040 Individual
from the Client database
dropdown.

Select Continue (Step 2)
.

In the Print selection group box, select Letters
from the dropdown.

Select Bank Account Verification
in the Available to print pane.

Select Select
to move Bank Account Verification to the Selected print pane.

Select Continue (Step 3)
.

After the search is complete, 1 of the following will happen:

If no clients pass the search, the

Search Results

window automatically opens.

If 1 or more clients pass the search, the

window opens and you can print or email the Bank Account Verification worksheet. You can also select Search Results
to view the search results.