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Enabling and printing slip sheets in ProSeries

by ProSeries Professional 2023 Updated 6 months ago

This article will show you:

  • How to set up the slip sheets in ProSeries.
  • How to change which copies of returns print slip sheets.

Follow these steps to set up the options for printing slip sheets:

  1. Go to HomeBase.
  2. From the Tools menu, select Global Slip Sheet Options.
    • This opens the Global Slip Sheet Options window.
  3. In the window, choose among the various options for each of the topics listed below:
    • Tax Return Presentation Folder and Related Correspondence Envelope
    • Tax Return Filing Envelope (IRS or State)
    • Correspondence Envelope
    • Voucher Filing Envelopes
  4. Click OK.

Follow these steps to change the copies for which the slip sheets will print:

  1. From the File menu, select Print Options.
  2. To specify whether the slip sheets should print with the File Copy, Client Copy, or Preparer Copy of the return, select Control Which Forms Print  from the Print Options list.
  3. Under the Miscellaneous folder, select the conditions for the slip sheets to print under the applicable column.
  4. Select OK.

Additional information:

  • For more information about print options and print order, see "Print Options" in Chapter 3, "Setting ProSeries Options," in the ProSeries User's Guide.
  • For more information about Slip Sheets see "Selecting Global Slip Sheet Options" in Chapter 4, "Setting Up ProSeries Features," in the ProSeries User's Guide.
  • Order ProSeries Folders and Envelopes
ProSeries Basic

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