1040 - How to Print Mailing Labels Using Word 2007 or Later

1. Create a Client List (view Export a Client List for assistance).

2. Open Microsoft Word.

3. Click on Mailings > Start Mail Merge.

4. Select Step by Step Mail Merge Wizard…

Open

5. On the right-side of the screen, select “Labels” under Select document type.

6. Click Next: Starting document.

7. On the right-side of the screen, select “Change document layout” under Select starting document and then click Label options.8. Choose the appropriate mailing labels and click OK. 

Open

9. Click Next: Select recipients.

10. On the right-side of the screen, select “Use an existing list” under Select recipients and then click Browse...11. In the Select Data Source window, select the Desktop or path the client list was saved to from the Desktop Tax Program, click the client list file, then click Open.

12. In the Mail Merge Recipients window, click on the column the labels should be sorted by and then OK.

13. Click Next: Arrange your labels. On the right-side of the screen, select “Address block…” under Arrange your labels.

14. Click Match Fields and select the column header value for each item. Click OK once all necessary fields have been matched.

• First Name

• Last Name

• Address 1

• City

• State

• Postal Code

15. Select the desired name format under Insert recipient’s name in this format:, then click OK.

16. Click the Update All Labels button.

17. Click Next: Preview your labels.

18. Verify the labels are appearing in the desired format.

19. Click Next: Complete the merge.

20. Microsoft Word will show the first page of mailing labels. To see all pages, click Edit Individual Labels. 

21. Select All from the dialog box and click OK.