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Send tax returns to a PDF file

You can send tax returns to a PDF file for archiving or delivery to the client using a web-based email service or file exchange.

Setup options for sending a tax return to a PDF file

  1. Go to
    Setup
    , then
    Client Communications
    .
  2. For clients that you want to send the tax return to a PDF, select
    File (PDF)
     in the
    Return Delivery
     column.
  3. Select which password you want to use for each PDF file by selecting the
    Password
     button.

Configure the format of the PDF file

  1. Go to
    Setup
    ,
    Office Configuration
    ,
    Print Options
    , then select the
    PDF File Options
     button.
  2. On the
    Options
     tab, select the
    Print separate PDF
     file for each federal and state return if you want a separate PDF for each of the client's tax returns.
  3. You can specify the naming conventions of the PDF in the
    File Name Variable
     section and
    Document Names
     tab.
  4. The contents of the PDF is populated from the client copy of the tax return. To edit the contents of the PDF go to
    Setup
    , then
    1040 Individual
     (or another entity), then the
    Federal
     tab (state tab if applicable), then the
    Tax Return
     button, then the
    Client
     tab. Items marked
    Never
     won't be included in the PDF.

Create the PDF file

  1. Go to
    File
    , then
    Print Returns
    .
  2. In the
    PDF to File
     field, select the file location where you want to save the file.
  3. Select
    Client Copy
    ,
    Electronic delivery
    , and
    PDF to File
    . Clear the
    Password protect PDFs
     field if you don't want the PDF password protected.
  4. Select the
    Print/Assemble
     button.
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