Pro Series Professional Print Forms Options for all the tax returns for a tax year

Feb. 17, 2021

• Is there an easier and faster way to select the forms need to be printed for a completed tax return in Pro Series Professional without manually removing the default selection item by item for Filing Copy and Client Copy?
• Once done, any way to transfer these selections from year to year
• Any clue what each of this (except Never) mean in terms of print selection:
  If Required / If Used / If Any Data

Pro Series Professional has some auto selection for printing tax forms on a completed tax return under 3 headings:

Filing Copy / Client Copy / Preparer Copy

We can access this:

File / Print Options / Control Which Forms To Print

Then you have to select Federal / State as required

The selection dropdown button has one or more of the following 4 options

If Required / If Used / If Any Data / Never

Besides Filing Copy, I normally use Client Copy selection just to print EFile Forms i.e. IRS Form 8879 / NYS TR 579 IT etc.

Every year, at the start of the tax season, it is required to go into Federal / NYS / NJS the 3 most tax returns used by my office and remove all other default selections “manually” under Filing & Client Copy.  Also, these selections do not get transferred from year to year. 

• Is there an easier and faster way to select the forms need to be printed for a completed tax return in Pro Series Professional without manually removing the default selection item by item?
• Transferring selections from year to year
• Any clue what each of this (except Never) mean in terms of print selection:
  If Required / If Used / If Any Data

Any thoughts / clarifications / updates would be highly appreciated.

Thanks and Regards.

Raj1