To set or change what prints with a copy of the return:
- Click on Settings.
- Click on Options.
- Click on the Items to Print tab.
- 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)
- Locate the Print Order section (top right half of Items to Print tab).
- Check the boxes for items you want to print.
- Uncheck the boxes for items you don't want to print.
- Click on an item and then click on the Move Up or Move Down buttons to rearrange the items to print.
- Locate the Print Settings section (bottom right half of Items to Print tab).
- Select Yes or No from the applicable options drop down menus:
- Shaded Header on Supp. Docs (All Modules)
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Computer Date on Forms (All Modules)
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Client Number on Supp. Docs (All Modules)
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Computer Date and Time on Supp. Docs (All Modules)
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AMT Copies with Complete Return (Individual and Fiduciary Modules)
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Federal Form Copies for State Filing (All Modules)
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Multi-State Return Copies as Needed (Individual and Fiduciary Modules)
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Only e-file Forms in Complete Return (All Modules)
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Slip Sheets for K-1 Envelopes (Partnership, S-Corporation, Fiduciary Modules)
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K-1 Transmittal Letter for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
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Schedule K-1 for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
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Schedule K-1 Page 2 for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
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Add. K-1 Package for Each Subclient (Partnership, S-Corporation, Fiduciary Modules)
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Public Disclosure Copy of Schedule B (Exempt Org Module)
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Slip Sheets for Participant Envelopes (Benefit Plan Module)
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Participant Letter for Each Subclient (Benefit Plan Module)
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Participant Stmt for Each Subclient (Benefit Plan Module)
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Participant Package for Each Subclient (Benefit Plan Module)
- Click OK to save the settings.
If that is not what you need, add a comment below.
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