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Print dialog

Fixed Assets CS includes many
standard forms and reports
 for which you can choose various print options to fit your specific needs. In addition, you may define an unlimited number of
custom reports
 by choosing Setup and then Custom Reports.
To open this dialog, select the Print button or choose File and then Print. You may print or preview forms and/or reports at any time when the Asset List window is active.

Fields & buttons

Mark this checkbox if you want to print paper copies of the selected documents or if you want to print to the Fixed Assets CS Spool.
Select this button to open the Select Printer dialog, which you may use to specify a different printer.
If you are licensed for Onvio Documents, mark this checkbox to upload electronic copies of the selected documents to the Client Documents area in Onvio.
Mark this checkbox if you want to store copies of the selected documents in FileCabinet CS / GoFileRoom / File Drawer. If you are licensed for and have installed FileCabinet CS and your firm has set up multiple FileCabinet CS data locations, select the appropriate data location from the adjacent drop-down list.
Select the FileCabinet CS / File Drawer data location to which you want to print the selected documents.
Mark this checkbox and select Microsoft Excel or PDF from the drop-down list to print copies of the selected documents as XLS (Microsoft Excel) or PDF files.
Select the data location to which you want to print the selected documents.
Select this button to open the Export Options dialog where you can create passwords to protect the exported files.
Print what group box
Select a tab to view and select reports associated with that tab.
  • Profiles tab:
     This tab appears if you previously defined one or more print profiles for the open client or for the template.
  • Reports tab:
     Lists the Fixed Assets CS standard reports by category - Tax, Book, states, AMT, E&P, ACE, Comparative, or [custom treatment].
  • Forms tab:
     Lists the Fixed Assets CS standard forms and worksheets.
  • Custom tab:
     This tab appears if you previously defined one or more custom reports.
  • Inventory tab:
     This tab appears in the Print dialog for the Fixed Assets Inventory module. It lists the worksheets and reports that are available in the Fixed Assets Inventory module.
Choose a report category - Tax, Book, states, AMT, E&P, ACE, Comparative, or [custom treatment] - from the drop-down list to view the list of reports available for that category. (In the Fixed Assets Inventory module, only Reports and Worksheets are available from the drop-down list.)
Lists all profiles, reports, and forms available for the selected tab. Double-click a report, form, or profile to move it to the Selected pane for previewing or printing.
  • Profiles tab:
     Lists all of the print profiles previously defined for the open client, along with the Most Recently Printed profile. (If you set up the template, the Profiles defined for the template are automatically displayed in this list.)
  • Reports tab:
     Lists the Fixed Assets CS standard reports, by category - Tax, Book, states, AMT, E&P, ACE, Comparative, and [custom treatment].
  • Forms tab:
     Lists the Fixed Assets CS standard forms and worksheets.
  • Custom tab:
     Lists all custom reports previously defined using the Setup and then Custom Reports dialog.
  • Inventory tab:
     Lists all reports or worksheets that are available in the Fixed Assets Inventory module.
All reports, forms, or profiles that have been selected for printing are listed in this pane of the Print dialog.
Displays the print options currently selected for the highlighted report or form. Note that you must highlight a
single
 report or form to view specific options in this pane.
Other fields and buttons
Select this button to select one or more clients to print for a specific tax year. If a client is open, that client is automatically selected to print.
Select this button to open the Profile dialog where you can define and save multiple "profiles" (or printing templates), including specific forms, reports, and collation sequences.
Select this button to open the Print Options dialog for the highlighted form or report.
Mark this checkbox and select a status event from the drop-down list if you want to update the client's status when the reports or forms are printed.
Specify the number of copies you want to print by entering a number (up to 9) in this field or by using the arrows to increase or decrease the number of copies.
Select this button to display the selected reports and/or forms in the Print Preview window. When multiple reports and/or forms are selected, they appear in the order listed in the Selected pane of the Print dialog.
From the Print Preview window, you may perform the following steps.
  • Page forward or backward through each report or form
  • Scroll the display up or down to view the current page
  • Print the current page
  • Print all selected reports and/or forms
  • Close the Print Preview window without printing
Select this button to send the selected items to the print destination specified by which checkboxes are marked in the top-left portion of the Print dialog.
When multiple reports and/or forms are selected, the reports and/or forms print in the order listed in the Selected pane of the Print dialog.

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