Is it possible to force specific forms / schedules to be included when printing Preparer review copy? Preparer prefers to see the backup to follow the flow of information afforded when, for example Schedule A which is not technically required.
Or am I looking in the complete wrong area of the program to make this occur? Long time user but have never dug deep in Options / Master Options.
And no, review on screen is not an option for this preparer, thanks 🙂
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No. Screen 25, 3rd option has a forche Sch A to print, but it will cause it to not e-file.
You can always review on screen and print to pdf. Tedious, but I think the only way to get this extra feel good form.
No. Screen 25, 3rd option has a forche Sch A to print, but it will cause it to not e-file.
You can always review on screen and print to pdf. Tedious, but I think the only way to get this extra feel good form.
Thanks.
In 2018 I forced it to print. Each e-File submission came with disclaimer about even if forcing Schedule A it is not being sent to IRS .The returns definitely did file. None bounced for Sch A, even forced.
Bonus - printed client a copy for a mortgage refinance. The Schedule A caused a whole can of worms to be opened at their bank, for no good reason. Whoops-a-daisy!
"Feel Good Form..." I like that 🙂
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