Keystone Tax Solutions Pro is configured to print on Avery #5160 labels. You may also use an equivalent label that is three across and ten down the sheet. Labels may be printed as follows:
- Print Mailing Labels for All Clients: This option will print a mailing label for all clients in your database.
- Print Labels for Selected Clients: This option will print labels for an individual client or for a group of individually selected clients.
- Print Labels for a Date Range: This option will print labels for returns marked complete within a particular date range.
- Print Labels for Preparer: This option will print labels for individual preparers by entering the preparer’s number. In addition, you may specify a beginning and ending date for the labels.
Individual labels may be printed from two areas within the program.
Print Menu
From the Main Menu of Keystone Tax Solutions Pro select:
- Configuration
- Printer/Copies Setup
- Print Mailing Labels
- Print Labels for … – Select the option for the labels you wish to print:
- Print Labels for All Clients
- Print Labels for Selected Clients – This option displays a list of individual return clients for you to choose from.
- Print Labels for Preparer Range – Enter the beginning and ending preparer code(s) to print labels for returns prepared by the preparer(s) within the range.
- Print Labels for Date Range – Enter the beginning and ending dates to print labels for returns marked complete within the date range.
- Print Labels for Date & Preparer Ranges – A combination of the previous two settings, printing labels for returns by the specified preparer(s) that were marked complete during the date range specified.
- Select the checkbox “Add ‘Or Current Resident’ to Labels” if you want that to print on the labels.
- Specify the number of labels to print if other than 1.
- If you are starting with a full sheet of labels, select Print. Otherwise, if you are starting with a partially used sheet of labels, select the label you wish to begin printing on, then select Print.
Reports Menu
From the Main Menu of Keystone Tax Solutions Pro select:
- Reports
- Client Reports
- Select the desired criteria for the mailing labels to be printed.
- Change Generate Report Type to View/Print Labels
- Select View – A message will display indicating the number of clients found for the parameters that you specified.
- Select OK
- Select the label you wish to begin printing on and select Print. (If you have a partially used sheet of labels, you can begin printing from the last label you printed.)
- The label sheet will appear on the screen, select File and then Print.
NOTE: Printing from the Reports menu can only be done on the transmitting computer.
Additional Resources