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Printing labels for previous year's clients
🔍 Printing labels for previous year's clients
This guide explains how to run mailing labels for clients from a prior year in SureFire.
⚠️ Before You Begin
To run mailing labels, you must have a database entry. SureFire does not create a database entry until you create the actual return.
📊 Step-by-Step Guide
Step 1: Choose how you will generate the mailing labels
You have two options:
- Option A: Pull up your prior-year SureFire program and run mailing labels out of it.
- Option B: Run the mailing labels report from the prior-year process (using the steps below).
Step 2: Run Prior Year Carry forward
Before beginning any returns, you must run Prior Year Carry forward.
Step 3: Run the Non-returning Client Log in the current year
Do this in the current year's software.
- From the Reports menu, select Non-returning Client Log.
Step 4: Select the Mailing labels option
After running the Non-returning Client Log option, select the Mailing labels option.
- Select Mailing labels.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: install,setup