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Print this pageForward this document  Printing or exporting client list data

You can print or export basic client list data by selecting Print and then Client list from the File menu, or by clicking the Print icon on the client list toolbar.

Client list printing or exporting can include the current client, the current family, marked clients, your own clients or all clients on the database.

Choose the destination for your selected data between

  • Print
  • Export to file
  • Export to file - comma delimited
  • Export to DT FileCabinet
  • Export to DT Practice

When printing, the data will be printed as displayed on the screen so feel free to customize the client list in accordance with your preferences. Note that using legal size paper with a "landscape" capable printer can maximize the data printed, but if too much data has been selected from the client list, it may cause the printed data to be truncated.

When exporting to file, the data to export can first be chosen by clicking the Select data to export button, and then directed to a file of your choice.

    Select Export to file to create an ASCII file with the data arranged in columns. This option is useful if you want to get a list of client information which you can manipulate manually using an application such as NotePad. With this option, we recommend that you use a ".TXT" extension for your file.

    Select Export to file - comma delimited to create an ASCII file that you can later import into a spreadsheet. With this option, we recommend that you use a ".CSV" extension for your file.

    For either export option, the first line of the exported file has labels to identify the data in the column.

Choose Export to DT FileCabinet to pre-populate DT FileCabinet with the DT Max clients that you select. This feature is useful when scanning source documents before the tax return is prepared. This way, a drawer will already exist in DT FileCabinet for storing the scanned documents. NOTE: If a DT Max client does not exist in DT FileCabinet when a document is printed to it, it will automatically be created.

Note that there is currently no corresponding import facility in DT Max.

Select Export to DT Practice to send basic client information (e.g., name, address, etc.) to DT Practice. Keep in mind that the information for any given client can only be exported once. Consequently, make sure that you have all of the relevant data entered in DT Max before performing the export. See the link below for more details.

For information on related topics, see also:

June 13, 2016