Printing Detail Schedules

The Print feature discussed in this topic only pertains to an open return.

To print a copy of a Detail schedule:

  1. Open a form containing a multi-copy worksheet.
  2. Click the Detail tab at the bottom of the screen.
  3. Review the Detail schedule to verify that the information entered is correct.

Each record will print by default if the required information (name or TIN) is entered. The X to print column is marked with a X.

  1. Click the Unmark All button if all records should not be printed; then, click in the X to print field for each record you need to print.

Click Mark All for all records to be marked to print.

Example of X to print column

The X to print column can be displayed at a different location in the record depending on the form.

  1. Do one of the following:
  2. Click the Print button on the toolbar.
  3. Click the Returns menu; then, select Print Return.
  4. Press Ctrl+P.
  1. If you would like to print a hard copy of the open Detail schedule, select the Print to Printer check box.
  2. To select a printer other than the default printer, select the desired printer in the drop-down list under the Print to Printer check box.

In order for a printer to be listed, it must be installed on the computer from which you are working.

  1. If you would like to print the open return to PDF, select the Print to PDF check box.
  2. If you would like to print more than one copy of the open Detail schedule, select the desired number of copies in the Copies: drop-down list.
  3. To select the form to print, select the desired form in the drop-down list for Select the form to print.
  4. Make your selections for the type of paper (blank or preprinted forms).
  5. To save your print choices, select the Remember selections check box.
  6. Click Print Preview to see what will be printed before actually printing the Detail schedule.
  7. Click Print.

By default, none of the print options are selected. The Print button will remain disabled until at least one print option has been selected.

The Print Progress dialog box appears, followed by the Print Results dialog box.

  1. If there are any issues reported in the Print Results dialog box, make any necessary corrections, then try again.