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Printing

Spool returns and other items for later printing

Returns and other printable paper copy items can be sent to the spooler for later printing. You can't spool items that are sent to email, PDF file, or web portal.
  1. From the
    File
     menu, select the proper print command (such as
    Print Returns
    ) for the item you want to spool.
  2. Select the items you want to print.
  3. Select the
    Printer
     button to open the
    Select Printer
     window.
  4. In the
    Printer
     field, select UltraTax CS Spool from the dropdown list.
  5. Select
    OK
    .
  6. Select the
    Spool
     button.
    When you are ready to print spooled items, select
    Print Spooled Returns
     from the
    File
     menu.
    note
    Spooled returns can only be printed by the user who sent them to the spool. To create printable files from tax returns (or other documents) so another member of your firm can produce printed paper copies, you can select the
    PDF to file
     options in the proper print window, then provide the PDF files to another member of your staff via your internal network, USB drive, or email attachment.

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