Submitting a Bulk Ship Request

Using the Process Page to Submit a Bulk Ship Request

From the Register Listing page, select Run for the register that lists the accounts you want to include in the Bulk Ship request.
Select the check box in the first column for each account you want to include in the Bulk Ship request. If you want to include all of the accounts in the register, do not select any check boxes.
The graphic below shows the check boxes for 10 accounts are selected. This means that 10 accounts will be included in the Bulk Ship request.
Select the
Process
subtopic.
Under the
Process
collapsible section, select
Tax Return
,
Tax Return and Worksheet
or
Worksheet
from the
Request
drop-down list.
Select any other options under the
Process
collapsible section that you want to use.
Under the
Shipping
collapsible section, select
Bulk Ship-All pages
.
If necessary, change the shipping mode, shipping address and whether you want your printed tax documents stapled.
If you are submitting a
Tax Return and Worksheet
request, you can eliminate the worksheet from the printed tax documents by selecting the
Do not print worksheet
check box. If you select Federal Express or UPS for a shipping mode then the
Shipping Address
drop-down list shows only those address identifiers that permit Federal Express or UPS deliveries. If a Federal Express or UPS ship mode is selected and your default shipping address does not permit those shipments, your default shipping address will not be included in the
Shipping Address
list.
Select
Process
.
Select OK when the message asking whether you want to submit the accounts for processing displays. Your Bulk Ship request is submitted.

Using the Print Pop-up Window to Submit a Bulk Ship Request

From the Register Listing page, select Run for the register that contains the accounts you want to include in the Bulk Ship request.
Select the check box in the first column for each account you want to include in the Bulk Ship request. If you want to include all of the accounts in the register, do not select any check boxes.
The graphic on the next page shows the check boxes for 10 accounts are selected. This means that 10 accounts will be included in the Bulk Ship request.
Select
Print
from the
Register Action
drop-down list.
Select
Tax Return
,
Worksheet
or
Tax Return Projection
from the
Document
drop-down list.
Select the document option, document selection and number of copies you want.
If you plan to use Bulk Shipping and Mail Service and you want to include returns that qualify for e-filing in your print requests then, for the Bulk Ship request, set the
Copies
drop-down list to
Default Set
so that the
Number of federal returns printed when the federal return is qualified for electronic filing
Electronic Filing option is honored.
Your resulting bulk shipment will include the number of copies of the Miscellaneous, Beneficiary and State Return pages specified in the Print options associated with the return type being printed. The shipment will include the number of copies of the federal return (if any) specified in your Electronic Filing option. When the
Number of federal returns printed when the federal return is qualified for electronic filing
Electronic Filing option is set to
0
(zero), there will not be any pages from the Federal section in your bulk shipment.
Mail Service may be used to print and ship the recipient packages first then, after the Mail Service request ships, a Bulk Ship request is submitted to print the remainder of the tax return package. When you submit the Bulk Ship request, select
All Except Beneficiary Pages
from the
Selection
drop-down list on the Print pop-up window. If your
Number of federal returns printed when the federal return is qualified for electronic filing
Electronic Filing option is set to
0
(zero), your resulting bulk shipment will not include the Federal Return pages but will include the Miscellaneous and State pages.
Select the
Bulk Ship
option.
If necessary, change the shipping mode, shipping address and whether you want your printed tax documents stapled. If you select Federal Express or UPS for a shipping mode then the
Shipping Address
drop-down list shows only those address identifiers that permit Federal Express or UPS deliveries. If a Federal Express or UPS ship mode is selected and your default shipping address does not permit those shipments, your default shipping address will not be included in the
Shipping Address
list.
Select
Submit
.
Select OK when the message informing you that the print was submitted displays.

Tracking Your Bulk Shipments

Currently Printing
Shipment History
Shipment Tracking