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Bulk Printing Organizers from CCH
Important Notes Before Printing Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such ...
Printing Tax Returns from CCH
Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040EZ and 1040A are not). Learn more here. Required Forms ...
Gmail Export Instructions
Open Gmail Contacts. Select Google apps, then choose Contacts. In the left panel, select More to display additional options. Select Export. To export an entire address book, select Contacts. Select the drop-down arrow to choose a Google Contacts ...
Outlook Export: 2013 & 2016, 2010, Office 365
Outlook 2013 & Outlook 2016 Open Outlook and click File. Click Open & Export > Import/Export. Select "Export to a file". Click Next. Select "Comma Separated Values". Click Next. Select Contacts option under Personal Folders. Click Next. ...
New Customers: How to Export Your Client List for Import Into Liscio
Two easy steps to export and send your client list - we'll handle the import! Step 1: Export Your Client List Follow the export instructions for your tax software to download your client list. Practice CS UltraTax Lacerte Drake Intuit ProSeries CCH ...