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Troubleshoot tax returns

Recommended print settings

Follow recommended print settings to create upload-ready return PDFs and avoid recognition or upload issues in SafeSend
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Print settings are an important part of uploading a return. By following these best practices, users can ensure that the return PDFs are ready for upload and avoid issues with upload or recognition.
note
State returns can be uploaded without an accompanying federal return. The main page of the state return must be included in the print. Follow these guidelines when printing state-only returns.
note
Select on your print program from the following choices for detailed instructions.
ProSystem fx
All PDF files must comply with the following:
  • Returns must only be a Client Copy.
  • Modifying a return will generate errors, avoid doing the following:
    • Delete pages or bookmarks.
    • Add pages or bookmarks.
    • Password protect the PDF.
    • Add a digital signature that restricts access to the file.
  • Don’t mask the SSN/EIN as it can cause problems when
    reuploading
    .
1065, 1041, 1120 and 1120S Returns
Entity returns must follow the previous rules, as well as the following:
  • 1065 and 1120S returns must contain a K-1 package.
  • The K-1 section of the PDF requires a cover page.
    • If users want to remove any K-1 packages, delete them after upload.
  • Print Entire Return
  • Select the
    Client
     checkbox and change the
    Destination
     filed
    To PDF file.
  • Select the
    K-1
     checkbox and change the
    Destination
     filed
    To PDF file.
  • Select the
    Create Bookmark PDFs
     checkbox.
  • Deselect the
    Produce separate PDF files
     checkbox.
Axcess
All PDF files must comply with the following:
  • Returns must only be a Client Copy.
  • Modifying a return will generate errors, avoid doing the following:
    • Delete pages or bookmarks.
    • Add pages or bookmarks.
    • Password protect the PDF.
    • Add a digital signature that restricts access to the file.
  • Don’t mask the SSN/EIN as it can cause problems when
    reuploading
    .
1065, 1041, 1120 and 1120S Returns
Entity returns must follow the previous rules, as well as the following:
  • 1065 and 1120S returns must contain a K-1 package.
  • Every K-1 needs a cover page.
    • If users want to remove any K-1 packages, delete them after upload.
  • Print Entire Return
  • In the print destination and formatting options:
    • Mark the
      Client
       checkbox and change
      Print To:
       to
      PDF.
    • Mark the
      K-1
       checkbox and change
      Print To:
       to
      PDF.
  • In Additional Options:
    • Deselect
      Create separate PDF / TIFF files.
    • Select
      Create bookmark PDFs
      .
    • In the
      Single file location
       select the
      Browse
       button to select the location to save the PDF copy.
UltraTax CS
All PDF files must comply with the following:
  • Returns must only be a Client Copy.
  • Modifying a return will generate errors, avoid doing the following:
    • Delete pages or bookmarks.
    • Add pages or bookmarks.
    • Password protect the PDF.
    • Add a digital signature that restricts access to the file.
  • Don’t mask the SSN/EIN as it can cause problems when
    reuploading
    .
1065, 1041, 1120 and 1120S Returns
Entity returns must follow the previous rules, as well as the following:
  • 1065 and 1120S returns must contain a separate K-1 package.
Print Return
  1. Select the
    Selected Returns
     tab under
    Print Options
    .
  2. Select which returns to print.
    • At least a Federal return is required.
  3. Select
    OK
    .
  1. Select a physical office printer under
    Print Returns
    .
    • If you don’t, returns may be printed incorrectly and rejected.
  2. Select the
    Client Copy
    ,
    Electronic Delivery
    , and
    PDF to File
     checkboxes.
  3. Select
    Assemble
    .
Print K-1 Package
  1. Select the
    Selected Packages
     tab under
    Print Options
  2. Select to print all packages.
  3. Select
    OK
    .
GoSystem Tax RS
All PDF files must comply with the following:
  • Returns must only be a Client Copy.
  • Modifying a return will generate errors, avoid doing the following:
    • Delete pages or bookmarks.
    • Add pages or bookmarks.
    • Password protect the PDF.
    • Add a digital signature that restricts access to the file.
  • Don’t mask the SSN/EIN as it can cause problems when
    reuploading
    .
1065, 1041, 1120 and 1120S Returns
Entity returns must follow the previous rules, as well as the following:
  • 1065 and 1120S returns must contain a separate K-1 package.
Print Return
  1. Select
    Taxpayer
     under Copy Types.
  2. e-File Attachments
     will be selected by default. Our best practice is to upload attachments through SafeSend.
  3. Select
    Create PDF
    .
  4. Once the status is
    Available
    , you can
    1. Download it to PDF
      OR
    2. Send To SafeSend.
      • Option only available for supported return types and if the firm has it enabled.
      • Review the
        GoSystem Integration
         for more details.
Print K-1 Package
1065 and 1120S returns must contain a separate K-1 package.
  1. Select the
    Type
     dropdown.
  2. Select
    K-1 Packages
    .
  3. Mark
    Create separate packages for each K-1
    .
  4. Select
    Create PDF
    .
  5. Select the
    Download
     icon.
Lacerte
All PDF files must comply with the following:
  • Returns must only be a Client Copy.
  • Modifying a return will generate errors, avoid doing the following:
    • Delete pages or bookmarks.
    • Add pages or bookmarks.
    • Password protect the PDF.
    • Add a digital signature that restricts access to the file.
  • Don’t mask the SSN/EIN as it can cause problems when
    reuploading
    .
1065, 1041, 1120 and 1120S Returns
Entity returns must follow the previous rules, as well as the following:
  • 1065 and 1120S returns must contain a separate K-1 package.
Print Return
    1. Select the
      Client Copy
       radio button.
    2. Select the
      File (PDF)
       radio button.
      • Don’t
        Mask Social Security #
        .
      • Don’t
        Password Protect PDF
        .
    3. Select
      OK
       to print.
Print K-1 Package
  • 1065, 1120S, and certain 1041 returns must contain a K-1 package.
    • If users want to remove the K-1 packages, that can be done after the return is uploaded.
  1. Select the
    K-1 Package Only
     radio button.
  2. Select
    File(PDF)
    .
  3. Select
    OK
     to print.

This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff