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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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Jtax LLC
Level 3
03-17-2022
10:07 AM
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Hi! I am moving my office next tax season and I need to do a mass mailing to all of my clients. Does anyone know how to get an Excel version of all of my client's name and addresses?
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dascpa
Level 11
03-17-2022
12:03 PM
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Go to HomeBase. Create a new custom Homebase. Only select columns you want (name, address, email, etc). Then Select all and finally Export to a .csv file. Open up Excel and create a worksheet from that file.
Or
Select to print labels from ProSeries.
Jtax LLC
Level 3
03-17-2022
01:52 PM
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My Homebase doesn't have a column for address. Can I add that to my Homebase somehow?
dascpa
Level 11
03-17-2022
02:01 PM
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I already said, go to Home Base and add a new Custom Homebase. Add/Edit Custom Views is where you start.
