Printing the Entire Tax Return
The Print Entire Return window allows you to print all sections of a tax return to any print destination.
To print the entire tax return, do the following:
From an open return, select Print
> Print Entire Returnfrom the Application menu.
Select one or more copy types.
Copy Description Accountant Prints federal, state, and city copies, plus any of the following that apply: tax return diagnostics, all notes and lists in the return, invoices, input listings, forms and schedules, supporting schedules and documentation, labels, and reports. Tick marks can be included if configured for the return configuration set. Government Prints federal, state, and city copies, plus all relative forms and statements. Letters and filing instructions prepared for the client can be included if configured for the return configuration set. Client Prints federal, state, and city copies, plus any of the following that apply: invoices, cover letters, filing instructions, forms, and statements. K-1 Prints only the K-1 forms for Partnership, Fiduciary, and S Corporation returns. For Partnership returns, if you want to print a separate K-1 package for each partner, you must also select K-1 Packages on the navigation panel, Create separate PDF/TIFF files on the K-1 Packages Print window, and then click Print on the K-1 Packages Print window.
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.
Select a print destination.
The print destination for returnsthat the system recognizes as large must be PDF. See Sending Large Returns to Batch Manager for more information. 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.
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.
If you are sending copies to a printer or document imager, you can select a print device.
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.
- For tax years 2011 and later, select Mask to convert bank account, SSN, and EIN numbers to asterisks in Accountant, Client, and K-1 copy types.
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.
If you have selected more than one copy type to print to a PDF or TIFF file, and the Create separate PDF / TIFF files option is cleared, you can enter the path information in the Save entire return box.
See Naming Print Files for the system default naming conventions and other important considerations.
- Accept the print set that is assigned for the organizational unit or select another print set.
Select one or more print options that may apply for the print item.
Availability of options depends on the selections made in the copy types list (for example: the type of copy, number of copies, or print destination). Option Description Print tick mark for accountant copy Includes tick mark A visual cue inserted in a field to indicate it has been reviewed. There are three categories of tick marks, each defining a different step in your review process. detail on the accountant copy. Print one statement per page Prints statements one per page. This option is always available and affects all print sections selected. Create separate PDF/TIFF files (Always selected for large returns) Allows you to create separate files. This option is available when more than one copy type is selected and PDF or TIFF, or Printer and PDF or TIFF is the print destination. If you are printing an entire return and want to print a separate K-1 package for each partner, you must select K-1 Packages on the navigation panel, Create separate PDF/TIFF files on the K-1 Packages Print window, and then click Print on the K-1 Packages Print window. You cannot print separate files for each partner from the Entire Return Print window. Print entire government copy Prints the entire government copy print set. This option is only available when a return qualifies for e-filing. If the return qualifies for e-filing and you do not select this option, the system includes signature authorization forms, payment vouchers, estimated tax payment vouchers, and any other forms, reports, and letters that are applicable to the government e-filing copy in the reduced government copy. Print statements behind forms Prints statements behind their respective forms. This option is always available and prints according to the following:
- Forms print in the order you customize.
- The statement page numbers follow in sequence with the form page numbers, and the statement numbers are ordered from lowest to highest.
Create bookmark PDFs
Organizes PDF content in Federal, State, and Cities bookmarks on the Adobe® Bookmarks pane. If you do not select to create separate PDF files, these bookmarks are located under each copy type.
- This option applies to tax years 2015 and higher.
- Selecting this option may cause a longer time to process large returns.
- K-1 packages, if present in the return, are organized in a separate bookmark, regardless if you select this option.
Print only open diagnostics
Select to include only open diagnostics in Diagnostics pages of the Accountant copy. This option excludes diagnostics that are signed off, allowing you to focus on diagnostics that may require further input.
Note: This option applies when diagnostics print is not suppressed in Return configuration sets > Print options.
- For tax years 2015 and higher, select the copy types you want to include electronic filing PDF attachments. To include PDF attachments in the government copy, you must select the Print entire government copy option.
- Do the following to secure printed PDFs, if PDF is selected as a print destination:
- Select Password protect PDF(s). The copy types that you are printing to PDF are selected by default.
- If needed, clear the selected copy types that you do not want to secure.
- Enter and confirm a password from eight to twenty characters.
Click Print or another command. Explain the print commands.
Initiates the print process.
For returns the system recognizes as large, see Printing Large Returns for more information. 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.
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:
Preview Displays the print items in a new window to preview or reorder the items forthe 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. 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. Customize
Allows you to customize the order of the documents for the copy types in the open return, suppress printing, and insert external objects. The settings you customize are for the open return only and cannot be saved. See Customizing Print Options for the Open Return for a list of additional ways you can update the open return. 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.
Cancel Closes the window without saving settings.