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.

    • Related Articles

    • How to print specific forms or worksheets in a tax return

      SUMMARYThis article demonstrates how to print a specific form or worksheet in a tax return. MORE INFORMATION Method 1 - Click Print Current Form in the Print menu: Within a tax return, select the form to be printed from the Attached Forms pane. From ...

    • Forms 8879 or 8453 do not print when printing a final tax return

      SYMPTOMSWhen printing a final tax return form 8879 or 8453 do not print. However, form 8879/8453 will print when printing bank documents. CAUSEThis behavior will occur if the program is configured to print forms 8879 or 8453 with bank documents. ...

    • How to print copy separation pages

      SUMMARYThis article demonstrates how to print separation pages when you print a tax return. MORE INFORMATIONCopy separation pages print out with each print packet and indicate the packet name. The copy separation page for the preparer copy indicates ...

    • Error Message: “Site ID Not Found in Database – Add or Correct” when verifying a return

      SYMPTOMSWhen verifying a tax return, the following error message appears: ‘Site ID Not Found in Database – Add or Correct’ CAUSE This error will occur if both the following conditions are true: The program has a Default Site ID configured on the ...

    • How to print a blank form or worksheet

      SUMMARYThis article demonstrates how to print a blank form or worksheet. MORE INFORMATION To print a blank form or worksheet, follow these steps: Log into the program as a user with Administrator privileges. From the top menu, select Utility->Print ...