1040 - Printing a Client Telephone List
- Brandon Bellamy
- Zac Crites
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.
Follow the instructions below to successfully generate a client telephone list:
Log in with an appropriate access level.
Click Reports > Client Lists > Client Telephone List.
Select the sorting and grouping options you want to use to sort the Client Telephone List.
Click either the Quick View button to print to the screen or Print to print a copy on paper.
This report contains the following information:
EFIN - EFIN number used in the return
SITE - Site ID associated with the return
PPID - Preparer's short ID code
FLST - Filing status of the return
LAST NAME - Taxpayer's last name
FIRST NAME - Taxpayer's first name
HOME PHONE - Taxpayer's home phone number
CELL PHONE - Taxpayer's cell phone number
WORK PHONE - Taxpayer's work phone number
ACK DATE - IRS acknowledgment date
CREATION - Date the tax return was created