Assigning a Return Print Set as the Default

Return print sets customize the conditions that documents print for each tax product, tax authority, and copy type. Return print sets can also determine the order in which documents print and suppress the printing of documents. The system includes a default return print set and you can create custom return print sets for your firm.

To assign a return print set as the default, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Tax > Return Defaults on the navigation panel.
3. Select the Print Set tab.
4. Select a year from the list of licensed and installed tax years.
5. Select an organizational unit from the grid, and then choose a print set from the Print Set list.
6. Click OK to save your changes.