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Customize print collation for returns filed electronically

When you file a return electronically, you can customize the tax return print collation, like you can for traditional returns.
note
  • You're customizing the print collation of paper copies of the return. The entire return “prints” in the electronic version that you file.
  • The print conditions in the list are either the defaults or those you set.
  • You can determine which items you want included in the paper copy of the electronic file.
  • If you change the print conditions, you'll also change the print conditions for the traditional returns.
  1. Select
    Setup
    , then choose the application (for example,
    1040 Individual
    ) for which you want to edit the print collation.
    note
    You might need to enter the master password.
  2. Select the
    Federal
     or
    State
     tab.
  3. Select
    Tax Return
    .
  4. Select the
    Government
     tab.
  5. Use the
    Print on paper
     checkboxes to include or exclude include each item in the print collation for the paper copy of the electronically filed return.
    note
    • If you mark this checkbox for an item, it will print for the government collation as long as the print condition is not
      Never
      .
    • If this checkbox is cleared for an item, the item won't print regardless of the print conditions.
  6. For each item in the list that you want to customize, select the item and use the
    Include in Email/Web attachment
     checkbox.
    note
    • This will include the item in an attachment when the client copy of the return is delivered via email, PDF file, or NetClient CS web portal.
    • The item will be included in a separate PDF attachment of “actionable items.” As the client may need to respond, they’ll be asked to open the PDF and review the file.
    • This attachment is created only when the return is filed electronically and when the government copy isn't printed on paper.
  7. When you've finished customizing the items, select
    OK
    , then
    OK
     again.
  8. Select
    OK
     again to close the
    Product Information
     window.
    note
    • To return to the default for print conditions and print order, select
      Restore Default
      .
    • If you print tax returns for 1 client at a time, you can override the print collation on a client-by-client basis. Go to
      File
      ,
      Print Returns
      , then
      Options
      .

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