Print Slips of Several Client Files

To print slips of a client file group from the Client Manager, proceed as follows:

1. Select the client files whose slips you want to print.
   You can use the available filters to reduce the length of the list shown in the Client Manager.
2. On the File menu, click Print Slips.
   The Print Slips dialog box displays.
3. Select the type of slips and the type of data you want to print.
   The list of client files for which slips can be printed displays.
   In order not to print the slips for a selected client file, clear the appropriate box.
4. In the Details list, click to modify the list of beneficiaries of a trust whose slips will be printed, if necessary.
   If the client file does not contain any slips to print that meet the selection criteria, an indicator will display in the upper right corner of the list: place the cursor on the indicator to know the reason.
   To see all beneficiaries of the trust, clear the Only show to be printedbeneficiaries specifiedcheck box.
   You can make a quick search for a beneficiary by clicking the First Name or Last Name column and by typing in the first letters of his name or surname.
5. Select the printing options that you want to use.
   To print T3 slips on preprinted forms, select the Print on preprinted form check box.
   To modify the copies of the slips to print, click on the Copies list and modify the selection.
6. Click OK.