Selecting First Extension Print Options

Several options let you control how extensions are printed. The options apply to all extensions in the batch.

Print options display after you choose the returns for the batch. For information about selecting the returns, see Printing First Extensions in a Batch.

To complete the creation of your print extension job, do the following:

1. If there are differences between the client data in a return and the data in the client's profile, you can replace the common data, such as the address, in the return with data from the profile. Select your client data and extension options.

Warning! The option to replace return data with client profile data affects all returns in the batch.

Explain the processing options.

Component	Description
Keep current client information	Retains client information, such as the address, as it is entered in a tax return.
Update returns with client profile data	Replaces client information, such as the address, with information from the client data profile.
Print firm name and address in correspondence/paid preparer section	Prints the firm name in correspondence and in the paid preparer section of the extension.

2. Select your printing options. Explain the printing options.

   Component	Description
   No. of copies	Select the number of print copies. You can print from one to nine copies if you are printing to a printer. You can send only one copy to a document imager, PDF, or TIFF file.
   Print to	Select the print destination; printer, PDF file or TIFF file. Important: If you select PDF, the files are processed by the system and are then available for you to download. See Downloading PDF Print Files for more information.
   Print device	If you selected to print to a physical printer, select the device to produce the print output. The device defaults to the printer configured in Printer Setup or your last selected printer. You can select another device from the list of installed printers, if needed.
   Watermark	Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited for each return configuration set.
   Path	If you are creating a TIFF file, enter or click Browse to select the file location, and then enter the file name. When printing to PDF, the path is the location set in Batch Manager User Options. Note: You can change the default PDF file location when downloading PDF print files, if needed.

3. Do one of the following:
   • Click Submit Job to submit the job for immediate processing.
   • Click Schedule Job to schedule the job to process at another date and time. See Scheduling and Rescheduling Jobs for more information.

Important: Unless printing to PDF, your machine must remain connected to the internet for print jobs to process. PDF files are processed by the system and do not require your internet connection.