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How to print mail labels for Lacerte clients

by Lacerte Tax 2023 Updated 6 months ago

Lacerte comes with a set of predefined mail labels which can't be modified. To print labels using the predefined label formats, follow these steps:

  1. Select only the client(s) you want to print mail labels for on the Clients list.
    • To select a group of clients, use the F3 key to use the Client Group Selection.
    • To select specific clients, hold down the CTRL key and select each client you want.
  2. Select Print.
  3. Select Database Reports.
  4. Select the Mail Labels tab.
    • The clients selected will display in the preview window.
  5. Select the Number of Copies you'd like to print in the Print Options section.
  6. Select the Print in Sets box if you want the labels to print in sets.
  7. Select the Label Name from the dropdown menu.
  8. Select the Client Name Format from the dropdown menu.
  9. Select the box, Include Client Numbers (if applicable).
  10. Select Settings to select the printer.
  11. Select Print.

You can only print mailing labels for one client at a time if you choose to include subclients with the mailing labels.

Lacerte Tax

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