How To Generate Client Lists

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• The Client Questionnaire

• How to Export Client Data

• How To Generate Fee Payment Reports

• How To Generate the List of Non-Returning Clients Report

• Can you modify your client list to display just the information you want to see?

  Simply click Select a Return from the Work In Progress screen and then click the Configure button. Now, with just a few clicks of your mouse, you can add or remove any of the informational columns that appear with your list of taxpayer clients.