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  • Product: SurePrep

Print Client Copy as a tax return PDF

Reviewer Dashboard lets you upload a printed Client Copy of a tax return PDF and send the deliverables (such as: Tax return, Tax Payment vouchers, and E-File Authorizations) directly to your client in TaxCaddy. To ensure that the deliverables are sent correctly, you'll need to print the Client Copy or your tax return PDF with bookmarks.

CCH Axcess Tax

  1. Go to
    Home > Print > Print Entire Return
    .
  2. Mark the
    Client
     checkbox.
  3. Select the path where the return should be printed.
  4. Select the
    Create bookmark PDFs (large returns may take longer to process)
     checkbox.
  5. Select
    Print
    .

GoSystem Tax RS

New Organizer
  1. Select something to print.
  2. Mark the
    Taxpayer
     checkbox.
  3. Expand
    1040
     and select
    All Returns
    .
  4. Select
    CREATE
    .
Classic Organizer
  1. Select
    File > Print Entire Return
    .
  2. Select a
    file path
     and
    file name
    .
  3. Mark the
    Taxpayer
     checkbox.
  4. Select
    OK
    .

UltraTax CS

Your print settings may vary depending on how you would like to process deliverables.
Print to Upload Deliverables
Follow these steps if you are uploading a Client's Copy of the tax return to the Deliverables checklist (via
Upload
):
  1. Go to
    File > Print Returns
    .
  2. Mark the
    Client copy
     checkbox.
  3. Mark the
    Electronic delivery
     checkbox.
  4. Select
    PDF to file
    .
  5. Select
    Assemble
    .
note
If your firm is planning to use the
FETCH
 feature to get client's deliverables, you will need to send/deliver the client's tax return from UltraTax CS to SurePrep.
Troubleshooting: Printing separate PDFs for federal and state returns
Follow these steps if your tax return is printing separate PDFs for federal and state returns:
  1. Go to
    Setup
     >
    Office Configuration
    .
  2. Go to the
    Print Options
     tab and select
    PDF file options
    .
  3. On the
    PDF File Options
     window, clear the checkbox for
    Print separate PDF files for each federal and state tax return
    .
  4. Mark the checkbox for
    Print PDF return files and bookmarks
    .
  5. Now print a new copy of the tax return.
Troubleshooting: Tax return PDF is not splitting federal and state returns
Follow these steps if your tax return is not splitting in the Reviewer Dashboard and appearing as a single PDF deliverable:
  1. Go to
    Setup
     >
    Office Configuration
    .
  2. Go to the
    Print Options
     tab and select
    PDF file options
    .
  3. On the
    PDF File Options
     window, mark the checkbox for
    Print PDF return files and bookmarks
    .
  4. Now, print a new copy of the tax return.

Lacerte

  1. Go to
    Print > Tax Returns
     (Ctrl + P).
  2. Select
    Client copy
    .
  3. Mark
    File(PDF)
    .
  4. Select
    OK
    .
The printed tax return must be a Client's Copy with bookmarks.

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