Setting Your Tax Print User Options

To set your options for printing the entire return, do the following:

1. Do one of the following to open User Options:
   • Select User Options on the Dashboard navigation panel
   • Click the Application button and select User Options.
2. Click Tax > Print Options on the navigation panel.
3. Select Enable user-level print defaults on the Entire Return tab.

4. 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.

5. 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.

6. 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.

7. You can select a watermark to print in the document background, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited for the firm using Dashboard > Application Links > Settings and defaults (under Firm) > Print.
8. Select Mask to convert bank account, SSN, and EIN numbers to asterisks in Accountant, Client, and K-1 copy types.

Note: Only the fields that are selected to mask on the Print Options return configuration set window will be converted to asterisks. If needed, verify the fields you want to mask are selected.

9. If you are creating a PDF or TIFF file (with or without printing to a printer), enter the path where the file will be stored, or click Browse to select the file location.

If you have selected more than one type of copy and are not creating separate files for each type, enter the path information in the Default single file location box.

10. Select the appropriate options in the Additional options section.

Option	Description
Create separate PDF / TIFF files	This option is available when more than one package is selected and PDF or TIFF, or Printer and PDF or TIFF is the print destination.
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. Notes: 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: Diagnostics do not print if they are suppressed in Return Configuration Sets > Print Options or in the return Print Options.

11. 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 also select the Print entire government copy option on the Print Entire Return window in the tax return. The attachments are not included when you print the reduced government copy.

Tips:

• For tax years 2015 and higher, a cover sheet is included for PDF attachments if the Suppress cover sheets option is set to N in the Return Options worksheet. However, this option affects all cover sheets. You can select to include or suppress specific cover sheets in the return print set.
• You can also set a default print position for PDF attachment in the return print set.
12. Click OK to save your changes.

To set your options for printing items other than the entire return, do the following: 

1. Do one of the following to open User Options:
   • .Select User Options on the Dashboard navigation panel
   • Click the Application button and select User Options.
2. Click Tax > Print Options on the navigation panel.
3. Click the Other print items tab.
4. Select Enable user-level print defaults.

5. 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.

6. Select a print destination.  

   Option	Description
   Printer	Spools to the printer configured in Printer Setup.
   Document Imager	Available if a document imager driver is configured in Printer Setup.
   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 (9) 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 (9) copies of the return to the printer configured in Printer Setup.

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

8. You can select a watermark to print in the document background, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited for the firm using Dashboard > Application Links > Settings and defaults (under Firm) > Print.

9. If you are creating a PDF or TIFF file (with or without printing to a printer), enter or click Browse to select the file location.
10. Click Create bookmark PDFs to organize 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.

Note:

• 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.
11. Select Print only open diagnostics to include only open diagnostics in Diagnostics pages when printing Selective Pages and Preparer Reports. This option excludes diagnostics that are signed off, allowing you to focus on diagnostics that may require further input.
12. Click OK.