- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Settings > Options > Items to Print > There is a default already set up, you will need to fiddle with that.
You will be able to rearrange the order entirely. It has been so long, that I have no clue what the default is. For me, I make the Government set Client Invoice, Tax Payments (the sheet showing when estimates are due), Fed Estimates, State Estimates, Federal return include efile signature sheet & Tax Return (option at bottom set to YES for Only efile Forms in Complete Return), Same for State return. This then puts all the forms the client will need to act on at the end, with the first to be sure I am paid.
Settings > Options > Setup > Program Options is where you select what is for Complete Return - Printer (I have Client & Gov't), - PDF (I have NONE), - DMS ( I have Prep File and Cleint Copy). If you don't have DMS, you would select some to PDF to save in whatever folder selections you want.
You will probably go through a few incarnations before you get things the way YOU want them.
Answers are easy. Questions are hard!