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1040 - Export a Client List
2 years ago
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This article demonstrates how to export a list of taxpayers. This can be used for creating mailing labels. |
Follow the instructions below to successfully export a client list:
Method 1: Export Records
1. Open CrossLink 1040.
2. Click Utility, then click Export Records.
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6. Click Export. Once the export has finished, click OK and then Close.
The column headers in this report are:
First Name – Taxpayer’s First Name
Middle Initial – Taxpayer’s Middle Initial
Last Name – Taxpayer’s Last Name
Suf – Taxpayer’s Name Suffix
First Name – Spouse’s First Name
Middle Initial – Spouse’s Middle Initial
Last Name – Spouse’s Last Name
Suffix – Spouse’s Name Suffix
Care of/etc. – In Care of Address
Street Address – Taxpayer’s Street Address
City – Taxpayer’s City
State – Taxpayer’s State
Zip Code – Taxpayer’s Zip Code
EFIN – EFIN that is on return
Site – Site ID that is on return
Primary SSN – Taxpayer’s SSN
Receipt Number – Receipt Number that is on return
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If the client list is to be used to create mailing labels, the client may want to customized the fields to remove the SSNs and other non-essential data for mailing labels prior to exporting. Otherwise, see the related "Printing Mailing Labels" articles below. |
Method 2: Export Extended Report (requires Microsoft Excel)
1. Open CrossLink 1040.
2. Click Lookup > Extended > Reports
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4. Click OK.
5. Click Export.
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Microsoft Excel will open. All other Microsoft products must be closed, including Outlook prior to exporting. |
6. In Microsoft Excel, from the Home tab menu, click on the "Find & Select" icon located near the far right of the icon bar. Select "Replace".
7. In the Find what box, type “-0000-000”. Leave the Replace with box empty and click Replace All.
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12. Browse to the desktop and click Save (if a File Format warning dialog appears, click Ok).
The column headers in this report are:
First Name – Taxpayer’s First Name
TP MI – Taxpayer’s Middle Initial
Last Name – Taxpayer’s Last Name
TP Suffix – Taxpayer’s Name Suffix
SP First Name – Spouse’s First Name
SP MI – Spouse’s Middle Initial
SP Last Name – Spouse’s Last Name
SP Suffix – Spouse’s Name Suffix
Address – Taxpayer’s Street Address
City – Taxpayer’s City
State – Taxpayer’s State
Zip – Taxpayer’s Zip Code
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