Selecting Tax Return Print Options

Print options allow you to control how returns are prepared for print processing. The Print Returns Options window displays after you select the returns for the batch. For information about selecting the returns, see Printing Returns in a Batch.

Notes:

• Options selected for a batch are applied to all the returns selected for print.
• Large returns can only be printed to PDF and must be downloaded from the Job Status grid. Some print options are not available when printing to large returns. See Downloading Large Return PDFs for more information.

To complete the creation of your print job, do the following to select your print options:

1. Select Entire Return, Federal/States/Cities units, or both on the navigation panel.

   Note: While you have an item selected in the navigation panel, you can configure the applicable print options for that item. The print options can vary depending on the selected print item. Show me.

   Entire Return Options	Federal Options

2. Select your copy types, print destination, and formatting options. Explain the destination and formatting options.

Component	Description
Copy type*	Accountant. Prints Federal, state, and city copies, plus any of the following that apply: tax return diagnostics, all notes and lists in the return, invoices, input listings, forms and schedules, supporting schedules and documentation, labels, and reports. Tick marks can be included if configured for the return configuration set. Government. Prints Federal, state, and city copies, plus all relative forms and statements. Letters and filing instructions prepared for the client can be included if configured for the return configuration set. Client. Prints Federal, state, and city copies, plus all relative forms and statements. Letters and filing instructions prepared for the client can be included if configured for the return configuration set. K-1. Prints only the K-1 forms for Partnership, Fiduciary, and S Corporation returns.
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. For large returns, the only available option is PDF. Important: PDFs are processed by the system and are then available for you to download. So, if you select PDF for a copy type, all desired copy types in the batch must also be set to PDF. 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. This option is not available for large returns.
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. You can enter other text, but it will not be saved in the return configuration set Watermark list.
Mask	Select this option if you want to replace bank account, social security, and EIN numbers with asterisks in this specific copy type. You cannot select this option for the Government copy.
Path	Only used for TIFF or PDF copies. This is the location where the file will be saved. By default, the path is the location set in Batch Manager User Options. Click Browse to select a different location. Note: You can change the default file location when downloading PDF print files, if needed. See Downloading Large Return PDFs for large return PDFs.
Save entire return*	If you selected more than one copy type to print to a TIFF file, and the Create separate PDF / TIFF files option is cleared, you can enter the path information in the Save entire return box. When printing more than one copy type to a PDF and the Create separate PDF / TIFF files option is cleared, the path in the Save entire return box 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. See Downloading Large Return PDFs for large return PDFs.

* Applies to Entire Return only.

3. If you are printing a large return and want to calculate the return before printing, select the Calculate return before printing check box. Be aware that calculation can add significant time to the printing process.

   Notes: 

   • This option does not display for non-large returns. Non-large returns calculate automatically if needed prior to printing. See About Printing Large Returns for information about what qualifies as a large return.
   • You must have edit permissions for a return to be able to calculate it before printing.
4. Select your additional print options. Explain the additional options.

Component	Description
Print tickmark for accountant copy*	Includes tick mark A visual cue inserted in a field to indicate it has been reviewed. detail on the accountant copy.
Print one statement per page	Prints statements one per page. This option is always available and affects all print items selected.
Create separate K-1 PDF files (Partnership, S-Corporation and Fiduciary only)	Generates a separate K-1 PDF file for each partner in the return. If this option is not selected, all K-1s will be in a single PDF. This option is available only when you are printing the entire return and have selected to print K-1s to a PDF. Note: At this time, there is no way to generate a separate K-1 PDF file for selected partners.
Create separate PDF/TIFF files	Allows you to create separate files. This option is available when more than one copy type is selected and PDF or TIFF is the print destination. This option is disabled for large returns, which can only be printed to PDF.
Print entire government copy*	Prints the entire government copy print set. This option is only available when a return qualifies for electronic filing. If the return qualifies for e-filing and you do not select this option, the system will display all forms, reports, and letters that are applicable to the government e-filing copy; otherwise known as a reduced government copy.
Print statements behind forms*	Prints statements behind their respective forms. This option is always available and prints according to the following: Forms are printed in the order you customize. The statement page numbers follow in sequence with the form page numbers and the statement numbers are ordered from lowest to highest.
Create bookmark PDFs	Organizes PDF content in Federal, State, and Cities bookmarks on the Adobe® Bookmarks pane. If you do not select to create separate PDF files, these bookmarks are located under each copy type. Notes: This option applies to tax years 2015 and higher. This option is available when more than one unit is selected. For example, the federal return and one or more states. Selecting this option may cause a longer time to process large returns. K-1 packages, if present in the return, are organized in a separate bookmark, regardless if you select this option.
Print only open diagnostics*	Select to include only open diagnostics in Diagnostics pages of the Accountant copy. This option excludes diagnostics that are signed off, allowing you to focus on diagnostics that may require further input. Note: Diagnostics do not print if they are suppressed in Return Configuration Sets > Print Options or in the return Print Options.

* Applies to Entire Return only.

5. Select an option on the Client Data tab. 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.

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

Explain the client data options.

Component	Description
Keep current client information	Do not update the client information in the returns with information in the client profiles.
Update returns with client profile data	Replace the client information in the returns with information in the client profiles.

6. Click the Print Set tab and accept the print set that is assigned for the organizational unit or select another print set to use for all returns in the batch.

Note: Click Settings and defaults under Firm on the Application Links window in Dashboard to view or select the default print set for an organizational unit. Print sets are assigned on the Tax > Return Defaults > Print Set window.

7. 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.