TaxSlayer Pro is configured to print labels on Avery 5160 stock or equivalent. This is a sheet of 30 1" x 2-5/8" labels arranged 3 across and 10 down. Labels may be printed as follows:
- Print Mailing Labels for All Clients: This option will print a mailing label for all clients in your database.
- Print Labels for Selected Clients: This option will print labels for an individual client or for a group of individually selected clients.
- Print Labels for a Date Range: This option will print labels for returns marked complete within a particular date range.
- Print Labels for Preparer: This option will print labels for individual preparers by entering the preparer's number. In addition, you may specify a beginning and ending date for the labels.
Note: Printer settings should be set to "Actual Size" for printing mailing labels.
Individual labels may be printed from two areas within the program.
Printing labels from the Print Menu
From the Quick Menu of TaxSlayer Pro select:
- Configuration
- Printer/Copies Setup
- Print Mailing Labels
- Print Labels for ... - Select the option for the labels you wish to print:
- Print Labels for All Clients
- Print Labels for Selected Clients - This option displays a list of individual return clients for you to choose from.
- Print Labels for Preparer Range - Enter the beginning and ending preparer code(s) to print labels for returns prepared by the preparer(s) within the range.
- Print Labels for Date Range - Enter the beginning and ending dates to print labels for returns marked complete within the date range.
- Print Labels for Date & Preparer Ranges - A combination of the previous two settings, printing labels for returns by the specified preparer(s) that were marked complete during the date range specified.
- Select the checkbox "Add 'Or Current Resident' to Labels" if you want that to print on the labels.
- Specify the number of labels to print if other than 1.
- If you are starting with a full sheet of labels, select Print. Otherwise, if you are starting with a partially used sheet of labels, select the label you wish to begin printing on, then select Print.
Printing Labels from the Reports Menu
From the Quick Menu of TaxSlayer Pro select:
- Reports
- Client Reports
- Select the desired criteria for the mailing labels to be printed.
- Change Generate Report Type to View/Print Labels
- Select View - A message will display indicating the number of clients found for the parameters that you specified.
- Select OK
- Select the label you wish to begin printing on and select Print. (If you have a partially used sheet of labels, you can begin printing from the last label you printed.)
- The label sheet will appear on the screen, select File and then Print.
Note: In an office using TaxSlayer Pro in a network, printing labels from the Reports menu can only be done on the computer designated as the file server.
Additional Information: