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1040 - Export a Client List
2 years ago
Updated
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.
3. From the Export Name drop down, select Complete Mailing List.
4. Click the "…" button to open the Save As window.
5. Click Desktop and type a File name, then click Save.
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
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
3. Click Mailing Labels by Site and then click Load.
4. Click OK.
5. Click Export.
Note: 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.
8. Click on the Close button.
9. If necessary remove any blank rows. You can do this by:
Clicking on the first cell on the spreadsheet, A-1
Click on the "Data" tab
Select to Sort by descending (down arrow) order A-Z
10. Click on File.
11. Click Save As. In the Save as type list, choose “Excel Workbook”.
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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