Selecting Electronic Filing Specialized State Estimates Print Options

Print options allow you to control how specialized state estimates are prepared for print processing. The Specialized State Estimates Options window displays after you select the returns for the batch. For information about selecting the returns, see Electronically File Specialized State (AL) Estimates.

Note: Options selected for a batch are applied to all the returns selected for print.

To complete the creation of your batch job, do the following:

1. Select an option for updating client data. If there are differences between the data in the client profiles and the data in the returns, you can replace the common data in the return and the electronic files with data from the profile.

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 from the client profiles.

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

2. Select your number of copies, print destination, and formatting options. Explain the destination and formatting 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. If you select print to a printer and PDF, or printer and TIFF, up to nine copies can be sent to the printer and only one copy will be included in the PDF or TIFF file.
Print device	Select the physical 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. You can enter other text, but it will not be saved in the return configuration set Watermark list.
Path	If you are creating a PDF or TIFF file (with or without printing to a printer), enter the file location or click Browse to select the file location, and then enter the file name.

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.