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Select Clients for Mailing Labels dialog

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

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.
Lists the clients you have selected for printing labels.

Focus group box

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.
Select this button to toggle between the most recent custom focus selection and the default selection.
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.
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.
Select this button to change the selection in the adjacent field.

Which labels group box

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.
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.
  • 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.

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