Setting up Network printers in ProSeries

A network printer allows multiple users to access the same device, streamlining workflow in a tax preparation office and enabling centralized management. It is a great way to ensure accurate printing of tax forms with correct alignment, barcodes, and paper settings.

Preparing your printer

Installing the Printer Driver

• Visit your printer manufacturer's website and download the latest drivers for your specifc printer model and operating system.
• Run the downloaded driver installer and follow the on-screen instructions. Select Network Printer or Add a Printer option during installation.

Configure Printer in Windows or macOS

Windows:

• Go to Settings > Bluetooth & devices > Printers & scanners.
• Find your newly installed printer.
• Right-click and select Printer Properties or Printing Preferences.

MacOS:

• Go to System Preferences > Printers & Scanners.
• Select your printer then Options & Supplies or Open Print Queue.

Configure the Printer in ProSeries

• Launch ProSeries.
• Select File then Print to open the Print Center.
• Select Printer, PDF and DMS Setup... to change which printer is selected.
• You'll see the following fields:
  • Tax Forms Printer
  • Client Letters/Invoice/Client Checklist Printer
  • Client Presentation Printer
  • Labels Printer
• Change the ones you'd like to your Network Printer by selecting Change... under the respective fields.
• Choose your network printer from the list of available printers.

Troubleshooting

• If ProSeries can't find the printer, check the network connection. Make sure the printer is online and has a valid IP address. Restart your router and printer if necessary.
• If you're having trouble printing, try reinstalling or updating the printer driver.
• Double-check all the printer settings within ProSeries.
• Ensure your firewall isn't blocking communication between ProSeries and the printer.

Related help:

• ProSeries Troubleshooting: Print & PDF resources
• System requirements for ProSeries, Fixed Asset Manager, and Document Management System
• Tips to keep your computer running smooth for tax season
• How to configure Print Options in ProSeries Professional