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• Crosslink 1040 Exporting Restricted Field Codes

• 1040 - Printing Checks

• 1040 - Electronically Filing Federal and State Returns

• 1040 - Capturing a Signature on Topaz

• 1040 - Adding an External Document to the Archive

• 1040 - Keyboard Shortcuts

• 1040 - Adding a State Return

• 1040 - Status with Prep Fees Report

• 1040 - Status by Modification Date Report

• 1040 - Printing a Client Telephone List

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1040 - Printing a Client Telephone List

10 months ago

Updated

This article demonstrates how to print the Client Telephone List from the software. The Client Telephone List contains a list of your clients’ names and phone numbers. The report can be sorted in multiple ways using Sort By and Group By drop-down lists. It can also be filtered using the Site ID field.

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