Print Client Master List

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Menu Item Client Reports Arrow Head Client Master

 

The Client Master List contains all recorded clients and their demographics.

 

To preview the Client Master List with the option to print,

 

Select Client (Filer, Entity) Management from the Module menu.
Select Client Master from the Client Reports Bar.

 

The Client Master List can be sorted by Client ID, Name, or Taxpayer ID. In order to specify a sort order, click the desired column on the client title bar (shown below) or select the ordering from the context menu.

 

Client Title Bar

 

note Note

 

The Client ID for inactive clients is printed in an italicized strikeout font (e.g. CLIENTID)