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glucero1
Level 1
January 22, 2026
Question

Mailing Labels

  • January 22, 2026
  • 1 reply
  • 4 views

I am trying to figure out how to generate client mailing labels for active clients only.  How do I identify the active clients quickly?

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
January 22, 2026

Active as in clients you filed 2024 returns for?

Open 2024 and got to All Clients, click the header at the top of the Status column, that should gather all EFiled returns into a group, tag all of them then File > Print > Print Client Labels.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
January 22, 2026

FWIW, I only transfer clients in from the prior year when they come in this year, that way at the end of this season, only Active clients will be in Homebase, no dead wood.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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