Printing Forms and Pages

The This Form/Page window allows you to print selected forms and pages, which are related to the open return, including the Return Summary.

To print forms and pages, do the following:

1. Open the return form or page to print.
2. Select Print > Print This Form/Page from the Application menu. If changes have occurred since the last calculation, the system prompts you to calculate the return before proceeding or continue the print process without calculating.
3. Select a print option.

Option	Description
Print current page	Prints only the selected page.
Print this form	Prints the open form.
Print this form as blank	Prints the open form without data entries.
Print this form all occurrences with statements	Prints all occurrences of the open form.
Print supporting statements only	Prints only the statements of the open form.
Print one statement per page	Prints statements one per page.
Print without supporting statements	Prints the open form without supporting statements.

4. Select or enter the number of print copies. You can print from one to nine copies if you are printing to a printer. Only one copy can be sent to a document imager, PDF, or TIFF file.

5. Select a print destination.

   Destination	Description
   Printer	Defaults to the printer configured in Printer Setup or your last selected printer. You can select another device from the list of installed printers, if needed.
   Document Imager	Available if Printer Setup contains a document imager driver configuration.
   PDF	Prints one copy to a Portable Document Format (PDF) fixed-layout electronic file.
   TIFF	Prints one copy to a Tagged Image File Format (TIFF) graphics electronic file.
   Printer and PDF	Creates a PDF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.
   Printer and TIFF	Creates a TIFF file containing one copy of the return and prints up to nine copies of the return to the printer configured in Printer Setup.

6. If you are sending copies to a printer or document imager, you can select a print device.

7. Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited using Dashboard > Application Links > Firm > Settings and defaults > Print. You can enter other text, but it will not be saved in the watermarks list. The watermark you select or enter applies to all selected print items.

8. If you are creating a PDF or TIFF file (with or without printing to a printer), enter a file path or click Browse to select the file location and name. Or, accept the default location and name, which can be the previously entered value or the default path and file name.

   See Naming Print Files for the system default naming conventions and other important considerations.

9. Do the following to secure the printed PDF, if PDF is selected as the print destination:
   1. Select Password protect PDF.
   2. Enter and confirm a password from eight to twenty characters.

   Note: See About Print PDF Passwords for more information.

10. Click Print or another command. Explain the print commands.

    Component	Description
    Print	Initiates the print process. You can send tax return files to Engagement or Document when you initiate a PDF print process, provided you have the proper user option settings. Document also accepts TIFF files. See the following topics for more information: Sending Tax Return Files to CCH® ProSystem fx® Engagement Using the CCH Axcess™ Document Interface
    Preview	Displays the print items in a new window to preview or reorder the items for the current print job. You can also start the print process or open Correspondence Manager when correspondence-related items are selected on the Preview navigation panel.
    Cancel	Closes the window without saving settings.