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Print Forms window

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Use the Print Forms window to print or preview IRS Form 1040-ES from Planner CS. You can also send a copy of this form to FileCabinet CS or Onvio Documents, if you are licensed for the application.
To open this window, select
File
Print Forms
. You need to have a plan open to open this window.

Fields & buttons

Printer checkbox
This checkbox displays your computer's default printer or the printer you selected using the Printer button. You need to select this checkbox to print or preview the report or form.
Printer button
Select this button to open the
Print Setup
 window, which you use to select a printer and set options such as the print orientation, paper source, and printer properties.
FileCabinet CS checkbox
This checkbox is available only if you are licensed for FileCabinet CS and have it installed. Select this checkbox to store a copy of the report or form in FileCabinet CS. If you select only this checkbox and not the
Printer
 checkbox, the
Print
 button becomes the
To Cabinet
 button. Select this button to print the report or form to FileCabinet CS.
Onvio Documents checkbox
Select this checkbox to upload the report or form to Onvio Documents. Once you select Print, your documents will upload to the applicable client folder in the Client Documents tab.
Folder year
When the
FileCabinet CS
 checkbox is marked, use this field to specify the folder year to which plan data is printed in FileCabinet CS.
1040-ES tab - Alternative and Year
Use the
Alternative
 and
Year
 dropdown lists to select the plan alternative and year that include the federal estimated payment amounts for the printed Form 1040-ES vouchers.
note
  • The taxpayer and spouse name, address, and Social Security number transfer to the printed Form 1040-ES from the
    File
    Plan Informaion
     window.
  • The federal payment amounts transfer to the printed form from the
    1st - 4th ES Payments
     fields located in the
    Payment
    Federal Pmts
     tab.
Copies
Enter the number of copies of the plan or report that you want to print in this field, or use the arrows to choose the number of copies.
Preview
Select this button to preview the report or form before you print it.
note
This button is available only if the
Printer
 checkbox is marked.
Print / To Cabinet
Select this to print the report or form. If the
Printer
 checkbox is not marked and the
FileCabinet CS
 checkbox is marked, this button becomes the To Cabinet button. Select this button to store the report in FileCabinet CS.

This article applies to:

  • PRODUCT: Planner CS