Customizing Print Options for the Open Return

The Customize Open Return window allows you to change options from the print set Print sets can be created for the firm or the user to configure default options such as copy types, print order, print destination, and watermarks. when printing the entire return.

1. From an open return, select Print > Print Entire Return from the Application menu.
2. Click Customize on the Print Entire Return window to display the Customize Open Return window. If changes have occurred since the last calculation, the system prompts you to calculate the return before proceeding, or to continue the print process without calculating.
3. Customize the print setting for the open return from the available options.

Component	Description
Suppress printing of this document	Suppresses printing of the selected document. To unsuppress a document, first select the document in the navigation panel, and then clear the suppress option.
Insert/Delete External Object	Inserts or deletes an external object to or from a copy type or multiple copy types in the open return. External objects must be less than 900 KB in size. See Inserting and Deleting External Objects for more information.
All Calculated Forms	Displays a list of forms, reports, letters, filing instructions, and documents for each copy type regardless if they are suppressed. You can also change the print option for each item.
Customization Report	Displays the print set order and print properties in a report format.
Deleted Forms From Previous Release	Displays a log of deleted forms from previous releases. See Reviewing Deleted Tax Forms for more information.
Print Entire Return	Displays the options to print the entire return.
Restore <Copy Type>	Restores the default settings for the copy type item selected on the navigation panel.
Move Up/Move Down	Located below the navigation panel, repositions a selected document in a tax authority on the navigation panel. Tip: You can also drag documents to a new location on the navigation panel.

4. Click OK to save your changes and close the Customize Open Return window.

Important:

• When you click OK, your custom settings are applied to the open return only until the return is closed.
• External objects you insert are saved until they are manually deleted.
• The return print set is not affected.
• External objects that you insert do not replace the requirement to attach PDF files for electronic filing.

Note: The option to customize an open return is not available for oversized returns the system has flagged as large returns due to their complexity.