Printing in Tax

In Tax, you can print the following from the Application menu:

• Entire return
• Return sections
• Selective pages
• This form/page
• Organizers

Print Options

Tax default print options, such as formatting, default printer, print order and sequence, watermarks, and number of copies, can be set for the firm, a user, and a specific return. Configure the default settings for tax return print processing using print options and print sets.

• Firm. Firm print options, including formatting, sequence, collation, and print suppression, are set for the return configuration set A set of preferences that allows the firm to configure tax return detail for signature block, print, electronic filing, tax products, and other products that interface with the Tax system.. See Configuring Return Configuration Set Print Options for more information. Return print sets customize the conditions in which documents print for each tax product, tax authority, and copy type. Return print sets can also determine the order in which documents print and suppress the printing of documents. See Configuring Return Print Sets for more information.
• User. User print options are set in Tax using the User Options button on the Application menu. See Setting Your Tax Print User Options for more information.
• Worksheet. Options, such as print formatting, order, and sequence, for a specific tax return are set in the Processing Options worksheet. (Worksheet print options are not in common with user print options.) Click Worksheet in the Instructions group on the Help tab from the applicable open worksheet for more information.
• Additional correspondence options can be set in the return. See Setting Correspondence Options in Correspondence Manager Help.
• Print window. Print options for the open return can be set on the Print and Customize Open Return windows. See Customizing Print Options for the Open Return for more information.

Overriding Print Defaults

You can override settings as shown below. For example, you can override a return configuration set print option in a tax return worksheet. This does not change the setting in the return configuration set. The change only affects the tax return.

Print Window

Settings in the tax return Print window supersede:

• Worksheet print settings
• User Options print settings
• Return configuration set
• Return print set

Tax Return

Settings in the worksheet supersede:

• User Options print settings
• Return configuration set
• Return print set

User Options

User Options print settings supersede:

• Return configuration set
• Return print set

Notes:

• See Using Quick Print for information about the application of print options for the Quick Print feature.
• The availability of boxes on Print windows can depend on the return tax product and section associated with the return.

Print Sets

Print sets customize the conditions that documents print for each tax product, tax authority, and copy type. Print sets can also determine the order in which documents print and suppress the printing of documents. The documents include forms, statements, reports, correspondence, invoices, separator sheets, federal worksheets, federal schedules, state worksheets, and state schedules. A custom print set can be configured for the firm or for staff. See Using Print Sets for more information.

Batch Printing

Manage print jobs of multiple returns in Batch Manager. See Using Batch Manager for more information, or refer to Help topics in Batch Manager.

Deducting Authorizations

If your firm is licensed to deduct authorizations on a Pay-As-You-Process (PAYP) basis, applicable federal, state, or consolidated authorizations are deducted when returns are calculated or printed if they have not been previously authorized. Authorizations are also deducted when the Social Security Number or Employee Identification Number is changed or tax authorities are added after the return was last authorized.