- Create a Client List (view Export a Client List for assistance).
- Open Microsoft Word.
- Click on Mailings > Start Mail Merge.
- Select Step by Step Mail Merge Wizard…
- On the right-side of the screen, select “Labels” under Select document type.
- Click Next: Starting document.
- On the right-side of the screen, select “Change document layout” under Select starting document and then click Label options.
- Choose the appropriate mailing labels and click OK.
- Click Next: Select recipients.
- On the right-side of the screen, select “Use an existing list” under Select recipients and then click Browse...
- In the Select Data Source window, select the Desktop or path the client list was saved to from the Desktop Tax Program, click the client list file, then click Open.
- In the Mail Merge Recipients window, click on the column the labels should be sorted by and then OK.
- Click Next: Arrange your labels. On the right-side of the screen, select “Address block…” under Arrange your labels.
- Click Match Fields and select the column header value for each item. Click OK once all necessary fields have been matched.
- First Name
- Last Name
- Address 1
- City
- State
- Postal Code
- Select the desired name format under Insert recipient’s name in this format:, then click OK.
- Click the Update All Labels button.
- Click Next: Preview your labels.
- Verify the labels are appearing in the desired format.
- Click Next: Complete the merge.
- Microsoft Word will show the first page of mailing labels. To see all pages, click Edit Individual Labels.
- Select All from the dialog box and click OK.
💡 Helpful Tip: It is recommended to initially print the labels on blank paper to ensure the text aligns properly on the mailing labels.