Configuring Return Configuration Set Return Print Options

Return configuration sets allow you to save default options to use when processing and printing returns. Unless otherwise noted in the following procedure, you can override return configuration set print options on the General > Return Options > Processing Options worksheet.

Important: For printed returns that will be filed, be sure the font style you choose is acceptable to the taxing authority where the return is filed.

To set return print options, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Click Print Options on the navigation panel.
4. Select the format options to use.

Option	Description
Format options
Print pennies	Shows and prints pennies in amount values in returns. If this option is cleared, amounts are rounded. Notes: If pennies are not enabled in the return configuration set or the return, amounts are rounded. Pennies are not shown in fields that are too narrow to display them. If electronic filing is enabled in a return, pennies do not print, even if they are enabled. Electronically filed returns cannot use pennies or cents.
Print commas	Shows and prints commas in return amount fields, making it easier to read large amounts.
Print negative numbers in brackets	Prints negative numbers in brackets. If cleared, a minus sign precedes negative numbers. Note: If electronic filing is enabled in the return, negative numbers print with a minus sign (-), even when brackets are enabled. The IRS requires that all negative numbers be shown with a minus sign in electronically filed returns.
Print in uppercase only	Shows and prints return data in uppercase lettering. This options does not affect correspondence.
Suppress auto sizing	Shows and prints return data in the default 12 pt font size and may prevent viewing data that exceeds a field. If this option is cleared, the system removes cents, then commas, and then gradually reduces font size when data exceeds the viewable area of a field until it reaches 6 pt.

5. Select the print options.

Option	Description
Print options
Print order	Select from the following options: Not applicable. Prints forms that are not filed in the return and informational forms print in the accountant's copy only. Collate informational forms before fileable forms. Prints forms that are not filed before fileable forms in the client's and accountant’s copies of the return. This option is not applicable for Estate and Gift (706/709) returns. Warning: Selecting this option overrides form print order and print properties specified in return print sets. Print informational forms in all copies. Prints informational forms in all copies of the return.
Print Form 1040-ES OCR	Select from the following options: Suppress print. Suppresses printing of worksheets and vouchers for all copies of the return. Mandatory print version 1. Prints Version 1 of an estimated tax worksheet and payment vouchers when mandatory. Mandatory print version 2. Prints Version 2 of an estimated tax worksheet and payment vouchers, when mandatory.   You can override this option on the General > Return Options > Form Printing Options worksheet.
Partnership/S Corporation Mutiple Activity	Select from the following options: Print K-1 Multiple Activity Form (default) Print K-1 Multiple Activity Statement Suppress Multiple Activity You can override this option in the following locations: Partnership. Partners > General Options > Schedule K-1 Print Options S Corporation. General > Return Options > Processing Options
Partnership/S Corporation Basis Schedules	Select from the following options: Accountant's and K-1 copy only (default) You can override this option in the following locations: Partnership: Partner Basis > Partner Basis Options > Print Options (PB-1, Box 34) S Corporation: Shareholder Basis > Shareholder Basis Options > Print Shareholder Basis Schedule (SB-1, Box 133) Note: This option is available for tax year 2022 returns and later.
Print one statement per page	Prints each supporting statement on a separate page.
Print federal attachments in all copies	Prints selective attachments of federal forms to state and/or city returns in all three copies of the state/city return. This option is not valid in the 5500, 990, 706, or 709 systems.
Print mailing sheets in accountant’s copy	Prints mailing sheets in the accountant’s copy of the return. This option is not available in the 5500 system.
Print tick marks in accountant's copy	Prints tick marks on the accountant copy.
Print IRS mailing address on federal estimate vouchers	Prints the IRS mailing address on federal estimate vouchers to facilitate the filing process and possibly simplify Filing Instructions content. You can override this option in the following locations: Individual. Payments/Penalties > Estimates and Application of Overpayment > Estimate Options Fiduciary. General > Return Options > Form Printing Options Note: This option applies to tax years 2016 and higher.
Print IRS mailing address on federal extension	Prints the IRS mailing address on federal extensions to facilitate the filing process and possibly simplify Filing Instructions content. You can override this option in the following locations: Individual. Extensions > Extensions > Automatic Extension (Form 4868) Fiduciary. Extensions > Extensions > Automatic Extension Exempt Organization, Corporation, S Corporation. Extensions > Extensions > Federal Extension Partnership. Extensions > Extensions > Federal Extension Information Note: This option applies to tax years 2016 and higher.
Suppress printing of header (line 1 control information)	Tax return identification information will not print on the first line of the return. Note: Line 1 will never be printed when using an HP printer.
Suppress printing of footer (line 65 control information)	Suppresses printing of tax return identification information on the last line of the return. Note: If not selected, be aware that not all printers support printing on line 65. Verify this option is compatible with your printer.
Suppress diagnostics	Prevents diagnostic reports from printing with the return. This option is not available in the 1120 system.
Suppress certain supporting statements	Suppresses printing of specific supporting statements. For example, for 1040 returns, this option suppressed a set of supporting statement from Form 1040, Form 1116, and Schedules A, C, E, and F for all copies of the return. You can override this option on the Individual General > Return Options > Supporting Statements Print Options worksheet.
Suppress automatic home state return	Suppresses automatic calculation and printing of the state return. Not valid in the Employee Benefit Plan system.
Suppress printing of Social Security Numbers	Suppresses Social Security Numbers on printed non-fileable forms and reports.
Suppress income from passthrough report	Does not print income from the passthrough report on the government copy.
Suppress print of all extensions in the client copy	Does not print extensions on the client copy. You can override this option in the return on the Other > Extension worksheet. Note: This option applies to tax years 2011 and higher.
Suppress print of cover sheets	Does not print the cover sheets that normally print as the first page for each copy type. When selected, cover sheets are suppressed for all selected copy types in all return types. You can suppress the cover sheet for specific copy types and return types in the return print set. You can override this option in the return on the General > Return Options > Processing Options worksheet. Note: This option applies to tax years 2014 and higher.

6. Select options to mask confidential field input when you print Accountant, Client, and K-1 copy types (Entire Return) and K-1 Packages. You can select to mask the entirety of the following or all but the last four digits of each one:
   • Social Security
   • Employer Identification
   • Bank account
   • Passthrough entity Employer Identification numbers in K-1 copies (available only for tax year 2016 and later returns)

     Note: To mask the EIN numbers in K-1 copies, you must select the check boxes for both the Employer identification numbers and the Passthrough entity EIN in K-1 copy options. If you only select the Passthrough entity EIN in K-1 copy option, the numbers will not be masked in the K-1 copies.

   Numbers are converted to asterisks when selecting this option or the Mask option when printing or previewing returns.

Note: Showing the last four digits helps to distinguish between numbers or help clients identify their numbers in an Organizer.

• Masking is available for tax years 2012 and higher.
7. Select the barcode identifiers to print on mailing sheets for bulk mail. The system combines the identifiers with a serial number that is produced by Tax and a routing code that consists of your firm's Zip code. Explain the barcode identifiers.

Option	Description
Barcode identifier	Select or enter the barcode identifier that is used to encode the optional endorsement line (OEL). Generally, this field should be 00 if an OEL is not printed. The exception is for automation-rate eligible flat mail with an optional endorsement line.
Service type identifier	Select or enter the Service Type Identifier (STID) according to the mail class and required service. See Service Type Identifiers on the United States Postal Service website for a complete list of STIDs.
Mailer identifier	Enter the Mailer Identifier code assigned by the United States Postal Service.

Note: The system does not validate the accuracy of entered identifiers.

• Mail barcode information can be entered beginning with the 2011 tax year.
8. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.