Printing Correspondence

The Print Return Sections window allows you to print selected correspondence that is related to the open return to any print destination.

The items under Correspondence can include the following:

• Transmittal letter
• Filing instructions
• Extension letter
• Cover letter
• K-1 letter
• Privacy policy
• Estimate reminder letter
• Consent letter
• User-defined letter

To print correspondence, do the following:

1. From an open return, select Print > Print Return Sections from the Application menu. If changes have occurred since the last calculation, the system prompts you to calculate the return before proceeding, or to continue the print process without calculating.

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

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.

Note: If watermarks are suppressed for correspondence, correspondence attached to this return will not print with a watermark, even if one is selected.

6. If you are creating a PDF or TIFF file (with or without printing to a printer), enter a file path or click Browse to select the file location and name. Or, accept the default location and name, which can be the previously entered value or the default path and file name.

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

7. Select Password protect PDF, if PDF is selected as the print destination, to enter an eight to twenty character password that secures printed PDFs. See About Print PDF Passwords for more information.

8. 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 or reorder the items for the current print job. You can also start the print process or open Correspondence Manager when correspondence-related items are selected on the Preview navigation panel.
   Cancel	Closes the window without saving settings.

Notes:

• From Tax, you can open Correspondence Manager to review or edit correspondence. To open Correspondence Manager in Tax, click the Edit button on the Print Preview window for a correspondence item. See Managing Correspondence from Inside a Return for more information.
• The most common cause for why some of the letters are producing, and not all of them, is because a portion of the return is being amended. When one part of the return is being amended, the remaining letters are suppressed as they are assumed to have been filed previously. In order to produce the original filing letters or instructions, the amended portion will need to be removed. Before doing this, it is recommended to create a new version of the return.