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This article applies to:

  • Product: Planner CS

Print IRS forms

  1. Select
    File
    Print Forms
     to open the
    Print Forms
     screen.
  2. In the
    1040-ES
     tab, select the alternative and year from the corresponding dropdowns.
  3. Do 1 of the following:
    • To print to a printer, mark the
      Printer
       checkbox.
      note
      Select
      Printer
       to select a different printer.
    • To print copies of the forms to FileCabinet CS (if you're licensed for it and have it installed), mark the
      FileCabinet CS
       checkbox. Then, with the
      FileCabinet CS
       checkbox marked, select a year from the
      Folder Year
       field to specify the folder year plan data is printed to in FileCabinet CS.
  4. In the
    Copies
     field in the Options group box, enter the number of copies of the reports you'd like to print.
  5. To preview the forms, select
    Preview
    . To print the selected items, select
    Print
    .
note
  • If the
    Printer
     checkbox isn't marked and the
    FileCabinet CS
     checkbox is marked, the Print control becomes the To Cabinet control. Select this control to store images of the forms in FileCabinet CS.
  • The taxpayer and spouse name, address, and social security number transfer to the printed Form 1040-ES from the
    Plan Information
     screen.
  • For Form 1040-ES, the federal payment amounts transfer to the printed form from the
    1st
     -
    4th ES Payments
     fields located at
    Payment
    Federal Pmts tab
    .