Watermark setup and usage

Watermark settings

Transmittals
E-file
Paper File
Additional E-sign Documents
Vouchers
Invoices
Attachments

Go to the
Tax Returns dashboard
.
Select
Settings
.
Select
General
.
Go to the
Download Options
section.
Select
Include in the Tax Return PDF
for watermarks to be applied to all pages or use
Create a Separate PDF
for watermarks to only be applied to tax return pages.
Select
Apply
to save any changes.

Create Watermark

Select
General
in the panel.
Go to Watermarks and move the toggle to
On
.
Select
+ Add
to add a new watermark.
Fill out the fields in the selection panel.
Name
is what the customer will see when selecting a watermark.
Text
is what will appear on the page.
Set as Default
will automatically apply this watermark to all returns; this can be edited during processing.
Select the location of your Watermark in the
Preview Panel
.
Select the box to drag, move, resize, and rotate the watermark.
Select
Save
to save the watermark.

Apply watermark to return

Select the
Delivery
section during processing.
Select a watermark from the
Watermark Name
drop-down menu.
Select
Finish
to deliver the return with the watermark.