Printing Client Copy as a tax return PDF

Reviewer Dashboard lets you upload a printed Client Copy of a tax return PDF and send the deliverables (such as: Tax return, Tax Payment vouchers, and E-File Authorizations) directly to your client in TaxCaddy. To ensure that the deliverables are sent correctly, you'll need to print the Client Copy or your tax return PDF with bookmarks.

CCH Axcess Tax

  1. Go to
    Home > Print > Print Entire Return
    .
  2. Mark the
    Client
    checkbox.
  3. Select the path where the return should be printed.
  4. Select the
    Create bookmark PDFs (large returns may take longer to process)
    checkbox.
  5. Select
    Print
    .

GoSystem Tax RS

New Organizer
  1. Select something to print.
  2. Mark the
    Taxpayer
    checkbox.
  3. Expand
    1040
    and select
    All Returns
    .
  4. Select
    CREATE
    .
Classic Organizer
  1. Select
    File > Print Entire Return
    .
  2. Select a
    file path
    and
    file name
    .
  3. Mark the
    Taxpayer
    checkbox.
  4. Select
    OK
    .

UltraTax CS

Your print settings may vary depending on how you would like to process deliverables.
Print to Upload Deliverables
Follow these steps if you are uploading a Client's Copy of the tax return to the Deliverables checklist (via
Upload
):
  1. Go to
    File > Print Returns
    .
  2. Mark the
    Client copy
    checkbox.
  3. Mark the
    Electronic delivery
    checkbox.
  4. Select
    PDF to file
    .
  5. Select
    Assemble
    .
Troubleshooting: Printing separate PDFs for federal and state returns
Follow these steps if your tax return is printing separate PDFs for federal and state returns:
  1. Go to
    Setup
    >
    Office Configuration
    .
  2. Go to the
    Print Options
    tab and select
    PDF file options
    .
  3. On the
    PDF File Options
    window, clear the checkbox for
    Print separate PDF files for each federal and state tax return
    .
  4. Mark the checkbox for
    Print PDF return files and bookmarks
    .
  5. Now print a new copy of the tax return.
Troubleshooting: Tax return PDF is not splitting federal and state returns
Follow these steps if your tax return is not splitting in the Reviewer Dashboard and appearing as a single PDF deliverable:
  1. Go to
    Setup
    >
    Office Configuration
    .
  2. Go to the
    Print Options
    tab and select
    PDF file options
    .
  3. On the
    PDF File Options
    window, mark the checkbox for
    Print PDF return files and bookmarks
    .
  4. Now, print a new copy of the tax return.

ProSystem fx Tax

Print Settings
To use the
Split Deliverables
feature in the Reviewer Dashboard, you will first need to make one-time setting configurations in ProSystem fx Tax.
Set the following print configurations before printing the tax return:
  1. Open Office Manager from your installed location (like. ‘d:\wfx32\CTXOM.EXE’).
  2. Enter your sign in credentials, then select the
    Exit Message Center
    window.
  3. Select
    Configure Office Groups
    and select your office group name. Then select
    Setup
    . Choose the office group that will print the tax return for Split Deliverables.
  4. Select
    Configure Tax Prep
    .
  5. Select
    Print Options
    , then select
    Setup
    .
  6. In the
    Print order options
    section, select either
    Not applicable
    or
    Print informational forms in all copies
    . Don't select
    Collate informational forms before fileable forms
    .
  7. Select
    OK
    to finish the print setup. You only need to change the print setting once.
Print Returns in ProSystem fx Tax
  1. Go to
    File > Print >  Entire Returns
    (Ctrl + P).
  2. Mark
    Client
    .
  3. Mark
    Create Bookmark PDFs (large returns may take longer to process)
    .
  4. Select
    OK
    .

Lacerte

  1. Go to
    Print > Tax Returns
    (Ctrl + P).
  2. Select
    Client copy
    .
  3. Mark
    File(PDF)
    .
  4. Select
    OK
    .
The printed tax return must be a Client's Copy with bookmarks.
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