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Printing input sheets

scpcpa
Level 1
For some reason all are suppressed.  Is there a way to switch to print when applicable in mass, or do i have to do this one at a time?
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George4Tacks
Level 15

To set or change what prints with a copy of the return:

  1. Click on Settings.
  2. Click on Options.
  3. Click on the Items to Print tab.
  4. Click on the Copy you want to print from the left navigation panel:
    • Preparer Review (This is also the copy you will view on the Forms tab)
    • Preparer File
    • Client
    • Government
    • Extension Only
    • Addtl K1 Package (only available in the Partnership, S Corporate, and Fiduciary modules)
    • Participant Package (only available in the Benefit Plan module)
  5. Locate the Print Order section (top right half of Items to Print tab).
  6. Check the boxes for items you want to print.
  7. Uncheck the boxes for items you don't want to print.
  8. Click on an item and then click on the Move Up or Move Down buttons to rearrange the items to print.
  9. Locate the Print Settings section (bottom right half of Items to Print tab).
  10. Select Yes or No from the applicable options drop down menus:
    • Shaded Header on Supp. Docs (All Modules)
    • Computer Date on Forms  (All Modules)
    • Client Number on Supp. Docs  (All Modules)
    • Computer Date and Time on Supp. Docs  (All Modules)
    • AMT Copies with Complete Return (Individual and Fiduciary Modules)
    • Federal Form Copies for State Filing  (All Modules)
    • Multi-State Return Copies as Needed (Individual and Fiduciary Modules)
    • Only e-file Forms in Complete Return  (All Modules)
    • Slip Sheets for K-1 Envelopes (Partnership, S-Corporation, Fiduciary Modules)
    • K-1 Transmittal Letter for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Schedule K-1 for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Schedule K-1 Page 2 for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Add. K-1 Package for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Public Disclosure Copy of Schedule B (Exempt Org Module)
    • Slip Sheets for Participant Envelopes (Benefit Plan Module)
    • Participant Letter for Each Subclient (Benefit Plan Module)
    • Participant Stmt for Each Subclient (Benefit Plan Module)
    • Participant Package for Each Subclient (Benefit Plan Module)
  11. Click OK to save the settings.

If that is not what you need, add a comment below.


Answers are easy. Questions are hard!

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1 Comment 1
George4Tacks
Level 15

To set or change what prints with a copy of the return:

  1. Click on Settings.
  2. Click on Options.
  3. Click on the Items to Print tab.
  4. Click on the Copy you want to print from the left navigation panel:
    • Preparer Review (This is also the copy you will view on the Forms tab)
    • Preparer File
    • Client
    • Government
    • Extension Only
    • Addtl K1 Package (only available in the Partnership, S Corporate, and Fiduciary modules)
    • Participant Package (only available in the Benefit Plan module)
  5. Locate the Print Order section (top right half of Items to Print tab).
  6. Check the boxes for items you want to print.
  7. Uncheck the boxes for items you don't want to print.
  8. Click on an item and then click on the Move Up or Move Down buttons to rearrange the items to print.
  9. Locate the Print Settings section (bottom right half of Items to Print tab).
  10. Select Yes or No from the applicable options drop down menus:
    • Shaded Header on Supp. Docs (All Modules)
    • Computer Date on Forms  (All Modules)
    • Client Number on Supp. Docs  (All Modules)
    • Computer Date and Time on Supp. Docs  (All Modules)
    • AMT Copies with Complete Return (Individual and Fiduciary Modules)
    • Federal Form Copies for State Filing  (All Modules)
    • Multi-State Return Copies as Needed (Individual and Fiduciary Modules)
    • Only e-file Forms in Complete Return  (All Modules)
    • Slip Sheets for K-1 Envelopes (Partnership, S-Corporation, Fiduciary Modules)
    • K-1 Transmittal Letter for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Schedule K-1 for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Schedule K-1 Page 2 for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Add. K-1 Package for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
    • Public Disclosure Copy of Schedule B (Exempt Org Module)
    • Slip Sheets for Participant Envelopes (Benefit Plan Module)
    • Participant Letter for Each Subclient (Benefit Plan Module)
    • Participant Stmt for Each Subclient (Benefit Plan Module)
    • Participant Package for Each Subclient (Benefit Plan Module)
  11. Click OK to save the settings.

If that is not what you need, add a comment below.


Answers are easy. Questions are hard!
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