Print Recipient Master List

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Menu Item Client Reports Arrow Head Recipient Master

 

The Recipient Master List contains all recorded recipients of information returns.

 

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

 

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

 

This will display the Report Options. There are 3 different report layouts (Simple, Standard, Complete), 3 different sorting options (Recipient Name, Taxpayer ID, Zip Code) and the option to truncate recipient TINs.

 

Recipient Master Report Options

Report Options

 

note Note

 

The Simple Report Layout cannot be ordered by Zip Code.