Printing client list

[ILLMAS]

How does one print out the client list from ATX?

[TAXBILLY]

1)Choose mark all.

2)Go to reports

3)Choose print marked client list.

taxbilly

[kcjenkins]

This can also easily be sorted, by first selecting just one or more types, before you mark them, if for example, you want a list of just the partnership clients.

Or by selecting only the completed returns, before marking them.

[JohnH]

Another great feature is the ability to "Export" the client list to an Excel file.

This allows you to manipulate the info in virtually any way you want, expecially if you know how to work with the Lookup function.

[Ray in Ohio]

Exporting the list to excel makes it easier to add the total "charges" etc from the "Accounts Recievable" tab of the Return manager. After exporting the list to excel, you can use "Auto Sum" and total is right there.

But who's interested in those figures anyway!!!