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Customize the tax return print collation

Follow these steps to set the tax return print collation for all clients of a particular entity type. Note that you can override this collation on a client-by-client basis.
  1. From the
    Setup
     menu, select the application type. For example, select
    1040 Individual
     to edit the print collation for a 1040 return.
  2. Select the
    Federal
    ,
    State
    , or
    Organizer
     tab.
  3. Select the
    Tax Return
     button (or the
    Organizer
     button) to open the
    Return Collation
     window.
  4. Select the
    Government
    ,
    Client
    , or
    Preparer
     tab, depending on which collation you want to edit.
  5. By default, each form is selected to print only if needed.
    • To always print an item when there is relevant data, select the item in the list, then select the
      Always if
       data option in the
      Print conditions
       section. Note that this option isn't available for all forms.
    • To exclude an item from ever printing, select the item in the list, then select the
      Never
       option in the
      Print conditions
       section.
  6. The forms, schedules, and client documents are listed in the order that they'll print. To change the print order, select an item in the list, then select the
    Move Up
     or
    Move Down
     button to move the item up or down in the list.
  7. Select
    OK
    .
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