Viewing or printing the Client Listing

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Client Listing includes the client ID, name, EIN, telephone number, and latest archive date (if any) for all or selected clients.

  1. Choose Utilities > Client Listing.
  2. In the Clients available pane of the Client Listing dialog, double-click each client that you want to include in the listing. The selected client moves to the Clients to print pane.

    Tip: To limit the clients that appear in the Clients available pane, use the options in the Focus client listing box.

  3. In the Sort field, choose either Client ID or Client Name as the sort option.
  4. Click the Preview button to view the information on your screen, or click the Print button to print it on your default printer.

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