Printing Preparer Reports

The Print Return Sections window allows you to print selected Preparer Reports that are related to the open return to any print destination.

Show me the available Preparer Reports.

• Diagnostics
• Overrides
• Estimates
• Input Overrides
• Reversed Tick Marks
• Lists
• Field Notes
• Client Invoices

To print Preparer Reports, do the following:

1. From an open return, select Print from the Application menu.

2. Do the following to select and configure your print options:
   1. Select the boxes beside Preparer Reports and/or the Preparer Reports sub-units on the navigation panel to select the items for print.
   2. Click Preparer Reports on the navigation panel to display the print options.

Note: The available items on the navigation panel can depend on any of the following:

• The return type
• The tax year
• Settings in the return or return configuration set

3. Select or enter the number of print copies. You can print from one to nine copies if you are printing to a printer. Only one copy can be sent to a document imager, PDF, or TIFF file.

4. Select a print destination.

   Destination	Description
   Printer	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.
   Document Imager	Available if Printer Setup contains a document imager driver configuration.
   PDF	Prints one copy to a Portable Document Format (PDF) fixed-layout electronic file.
   TIFF	Prints one copy to a Tagged Image File Format (TIFF) graphics electronic file.
   Printer and PDF	Creates a PDF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.
   Printer and TIFF	Creates a TIFF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.

5. If you are sending copies to a printer or document imager, you can select a print device.

6. 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 using Dashboard > Application Links > Firm > Settings and defaults > Print. You can enter other text, but it will not be saved in the watermarks list. The watermark you select or enter applies to all selected print items.

7. See Naming Print Files for the system default naming conventions and other important considerations.

8. Select one or more print options that may apply for the print item.

Password protect PDF	Allows you to enter an eight to twenty character password that secures printed PDFs. See About Print PDF Passwords for more information.
Print only open diagnostics	Select to include only open diagnostics in Diagnostics pages when printing Preparer Reports. This option excludes diagnostics that are signed off, allowing you to focus on diagnostics that may require further input. Note: This option applies when diagnostics print is not suppressed in Return configuration sets > Print options.

9. Click Print or another command. Explain the print commands.

   Component	Description
   Print	Initiates the print process. You can send tax return files to Engagement or Document when you initiate a PDF print process, provided you have the proper user option settings. Document also accepts TIFF files. See the following topics for more information: Sending Tax Return Files to CCH® ProSystem fx® Engagement Using the CCH Axcess™ Document Interface
   Preview	Displays the print items in a new window to preview the current print job. You can also start the print process .
   Cancel	Closes the window without saving settings.