How to add or remove forms in a print packet

How to add or remove forms in a print packet

SUMMARY

This article demonstrates how to add or remove forms and worksheets in a print configuration.

MORE INFORMATION

To add or remove a form or worksheet to a print packet, follow these steps:

  1. On the Setup menu, click Printer Setup.
  2. On the Application Settings screen, click the Return Printing tab.
  3. There are five columns labeled Preparer, Client, e-Filed, Federal and State.



    • Each of these columns is a print packet. All items selected below the column titles are part of that column’s packet.
    • Any items with an “X” in them are mandatory for that packet.
    • The last three packets will only be printed if a return is not being efiled.

  4. At the bottom of each column are check boxes labeled Send to Printer and Send to Archive.



    • Every packet with a checkmark in the Send to Printer box will print a copy of every form selected in that column.
    • Every packet with a checkmark in the Send to Archive box will save a copy of every form selected in that column as a PDF in the Document Archive of the return.