This tool allows you to print pre-addressed mailing labels singularly or in batches. Available label types include clients, IRS, and state Departments of Revenue (DORs). To access this feature, from the Home window go to Tools > Letters > Mailing Labels.


Label Selection Screen


Select the type of labels you want to print. Click the links below for more detailed instructions.

 


Label Layout Window


Most label print jobs allow you to view the label layout prior to positioning the labels for printing. This window shows the exact line-by-line text that appears on the printed label, and allows you to edit the information as needed. Client address, birthday address, folder labels, and prior-year client address requests do not include this dialog.


Note

This window is not available when printing labels using the Custom Query Tool.



Position Mailing Labels


Once the program has scanned the necessary files and information has been found the Position Mailing Labels screen allows you to adjust label positioning, client name formatting for labels, and for folder labels allows additional information; such as tax year and tax ID.



Print Mailing Labels


Select Printer - Select desired printer from drop-down

Type - Select type of printer


Font size - Select desired font size


Start printing on label # - Choose which label prints first


Add ’or Current Resident’ to labels - Select to include on labels

Name format - Select desired format from drop-down

Number of copies - Enter amount of copies to be printed

Additional Options - Click to adjust horizontal and vertical page adjustments


Help - Click to access Print Labels help

Review/Edit Labels - Open list of labels to be printed

Edit Label - Change information for selected label

Print - Print labels

Exit - Close Print Label window