---
title: "1040 - Export a Client List"
canonical: "https://support.crosslinktax.com/space/CSC/1869288549/1040%20-%20Export%20a%20Client%20List"
format: markdown
---
> ℹ️ This article demonstrates how to export a list of taxpayers. This can be used for creating mailing labels.

 

**Follow the instructions below to successfully export a client list:**

## **Method 1: Export Records**

1. Open CrossLink 1040.

2. Click **Utility**, then click **Export Records**.

![image](media://471db94d-4369-4e9d-88d6-7f4311bdcc36)

3. From the Export Name drop down, select **Complete Mailing List**.

4. Click the **"…" **button to open the **Save As** window.

5. Click** Desktop** and type a File name, then click **Save**.

6. Click **Export**. Once the export has finished, click **OK** and then **Close**.

> 📝 **The column headers in this report are:**
> 📝 
> 📝 - **First Name** – Taxpayer’s First Name
> 📝 - **Middle Initial** – Taxpayer’s Middle Initial
> 📝 - **Last Name **– Taxpayer’s Last Name
> 📝 - **Suf** – Taxpayer’s Name Suffix
> 📝 - **First Name** – Spouse’s First Name
> 📝 - **Middle Initial** – Spouse’s Middle Initial
> 📝 - **Last Name** – Spouse’s Last Name
> 📝 - **Suffix** – Spouse’s Name Suffix
> 📝 - **Care of/etc.** – In Care of Address
> 📝 - **Street Address** – Taxpayer’s Street Address
> 📝 - **City** – Taxpayer’s City
> 📝 - **State** – Taxpayer’s State
> 📝 - **Zip Code** – Taxpayer’s Zip Code
> 📝 - **EFIN** – EFIN that is on return
> 📝 - **Site** – Site ID that is on return
> 📝 - **Primary SSN** – Taxpayer’s SSN
> 📝 - **Receipt Number** – Receipt Number that is on return

> ⚠️ If the client list is to be used to create mailing labels, the client may want to customized the fields to remove the SSNs and other non-essential data for mailing labels prior to exporting. Otherwise, see the related "Printing Mailing Labels" articles below.

 

## **Method 2: Export Extended Report (requires Microsoft Excel)**

1. Open CrossLink 1040.

2. Click **Lookup > Extended > Reports**

3. Click **Mailing Labels by Site** and then click **Load**.

![image](media://a4d238b0-ca0a-4f5a-a971-20cca6e60bac)

4. Click **OK**.

5. Click **Export**.

> ⚠️ *Microsoft Excel will open. All other Microsoft products must be closed, including Outlook prior to exporting.*

6. In **Microsoft Excel**, from the **Home **tab menu, click on the "**Find & Select**" icon located near the far right of the icon bar. Select "**Replace**".

7. In the** Find what** box, type “**0000-000**”.  Leave the **Replace with** box empty and click **Replace All**.

8. Click on the **Close** button.

9. If necessary remove any blank rows. You can do this by:

- Clicking on the first cell on the spreadsheet, **A-1**
- Click on the "**Data**" tab
- Select to **Sort** by **descending** (down arrow) order **A-Z**

10. Click on **File**.

11. Click **Save As**. In the** Save as type** list, choose “**Excel Workbook**”.

12. Browse to the desktop and click **Save** (if a File Format warning dialog appears, click **Ok**).

> 📝 **The column headers in this report are:**
> 📝 
> 📝 - **First Name** – Taxpayer’s First Name
> 📝 - **TP MI** – Taxpayer’s Middle Initial
> 📝 - **Last Name** – Taxpayer’s Last Name
> 📝 - **TP Suffix** – Taxpayer’s Name Suffix
> 📝 - **SP First Name** – Spouse’s First Name
> 📝 - **SP MI** – Spouse’s Middle Initial
> 📝 - **SP Last Name** – Spouse’s Last Name
> 📝 - **SP Suffix** – Spouse’s Name Suffix
> 📝 - **Address** – Taxpayer’s Street Address
> 📝 - **City** – Taxpayer’s City
> 📝 - **State** – Taxpayer’s State
> 📝 - **Zip** – Taxpayer’s Zip Code