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.

ClosedShow 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.
  3. 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
  4. 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.

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

  7. 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.

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

  9. Select one or more print Closedoptions that may apply for the print item.
  10. Click Print or another command. ClosedExplain the print commands.