---
title: "1040 - Printing a Client Telephone List"
canonical: "https://support.crosslinktax.com/space/CSC/1869288479/1040%20-%20Printing%20a%20Client%20Telephone%20List"
format: markdown
---
> ℹ️ This article demonstrates how to print the Client Telephone List from the software. The **Client Telephone List** contains a list of your clients’ names and phone numbers. The report can be sorted in multiple ways using **Sort By** and **Group By** drop-down lists. It can also be filtered using the **Site ID** field.

 

**Follow the instructions below to successfully generate a client telephone list:**

1. Log in with an appropriate access level.
2. Click **Reports** > **Client Lists** > **Client Telephone List**.
3. Select the sorting and grouping options you want to use to **sort** the **Client Telephone List**.
4. Click either the **Quick View** button to print to the screen or **Print** to print a copy on paper.

> 📝 **This report contains the following information:**
> 📝 
> 📝 - **EFIN** - EFIN number used in the return
> 📝 - **SITE** - Site ID associated with the return
> 📝 - **PPID** - Preparer's short ID code
> 📝 - **FLST** - Filing status of the return
> 📝 - **LAST NAME** - Taxpayer's last name
> 📝 - **FIRST NAME** - Taxpayer's first name
> 📝 - **HOME PHONE** - Taxpayer's home phone number
> 📝 - **CELL PHONE** - Taxpayer's cell phone number
> 📝 - **WORK PHONE** - Taxpayer's work phone number
> 📝 - **ACK DATE** - IRS acknowledgment date
> 📝 - **CREATION** - Date the tax return was created