Mailing Labels
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.
Select the type of labels you want to print. Click the links below for more detailed instructions.
- Client Mailing Labels
- Client Addresses – Print a batch of client address labels.
- Single Client Addresses – Print a label for a single client address.
- Birthday Addresses – Print a batch of address labels for clients whose birthdays fall within a specified range.
- Firm Address – Print one or more address labels for a firm.
- EF Service Centers – Print address labels for e-filing service centers.
- IRS Mail To: Address Labels – Print labels for IRS mailing addresses.
- State Mail To: Address Labels – Print labels for state mailing addresses.
- User Defined Address Labels – Print user-defined mailing labels.
- Labels for Folders – Print labels for client file folders.
- Prior-year Client Address Labels – Print address labels of prior-year client addresses.
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.
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.
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