Client Mailings

In December, many tax offices will send mailings to their clients in anticipation of the upcoming tax season. There are several tools in the program that can be used to assist in this process. If you just need mailing labels, go to the Configuration Menu, select Printer/Copies Setup and there are various options under Print Mailing Labels.

If you need to send a mailing to your 2016 clients, you can also go to the Client Retention Icon on the top of the 2016 TaxSlayer Pro program. Here you can use the Call/Thank You menu and you will have a list of all of the individuals that you prepared a return for during 2016. With this list, you have two main options. You can print mailing labels or you can export the name, address, phone number, email address and more to Excel. Once you have this information into an Excel worksheet, you can sort the information and use it to create your mailings.

A third option for client mailings is to go to Reports, then Client Reports. In this report writer, you can print mailing labels and export information to Excel based on the criteria you select to customize the client list that you obtain.