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Client copy for review

helenyin
Level 4

Hi there,

I would like to print the client copy for my client to review before signing 8879. There are two questions:

1. How do I have watermark on the client copy?
2. Do I have to manually select the forms to print? The system already has some forms selected. Not sure whether those forms are the forms would be e-filed later.

One additional question: Does the software automatically add AMT related forms after I enter all the data or do I have to make judgement?

Thank you in advance.

Helen

 

 

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3 Comments 3
Eddie903
Level 4

Easiest way when you click print, (to pdf or paper or even email heck why not) there is a little box to click that says watermark and you can input what you want watermarked on the copy.

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helenyin
Level 4

Thank you for your reply. However, I don't see these options in ProSeries Basic.

Eddie903
Level 4
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