Printing a Client Telephone List

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.

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