While working in a Return, click on Print in the Menu Bar, drag the arrow down to the function you need to use, and click once. The action taken by the program will depend on your chosen function.
CURRENT FORM ONLY – This function prints only the Form of the Return that is currently opened in the screen.
RETURN COMPONENTS – This function allows the User to pick certain Forms of which one copy will be printed.
FINAL TAX RETURN – This function prints the Return in the same manner as the PRINT button in the Return Toolbar.
SCHEDULE K-1S – (Business Returns Only) This function prints the Schedule K-1s associated with the Business Return.
BANK DOCUMENTS – (Personal Returns Only) This function prints the Bank Documents associated with the Return and forms required for electronic filing.
DISCLOSURE/PRIVACY – This function prints the consent forms and privacy statements that are required to be provided to the Taxpayer.
ORGANIZER/PROFORMA – (Personal Returns Only) This function prints the Proformas for tax planning, however, they are not available until the Proforma package is sent to you following the normal tax season.
8879/8453 EF DOCUMENTS – (Personal Returns Only) This function prints the Form 8879 and Form 8453 electronic filing documents associated with the tax return.
ACKNOWLEDGE LETTER – This function prints the Federal Acknowledgement Letter.
STATE ACK LETTER – This function prints the State Acknowledgment Letter. This function is not available if there is no associated State Return.
CLIENT LETTER – This function prints either the Federal or State Client Letter.
PAYMENT VOUCHER – This function prints only the Payment Voucher for the Return.
EXTENSION REQUEST – This function prints an Extension Request.
REFERRAL COUPONS – (Personal Returns Only) This function prints referral coupons that the Taxpayer can give to their friends.
ATTACHED FORMS LIST – This function prints the Attached Forms list as it appears in the Return screen. Other options are available for printing such as Landscape or Portrait layout.
PREVIEW RETURN – This function generates a pdf copy of the return with a watermark of “Preparers Review Copy Do Not File” on the return.