Print Return Dialog Box

Print Return dialog box

Print Return dialog box section

Print Return dialog box item

Description

Copy Types (tabs)

Filing, Client, Preparer, Custom

Click the tab that corresponds to the desired copy type to see printing options for that type. See Print Packets.

Forms Tree

Client Documents/Federal/State

Displays an expandable list of items that may be printed. Select the forms to be included. Selections must be made for each copy type selected.

If a return contains forms not approved for paper filing the status will be displayed next to each form:

  • Approval Pending - the form is a draft and has not been finalized by the agency; the paper filing approval process is pending
  • Electronic Filing Only - the form is only used for electronic filing; paper filing this form is not accepted by the agency
  • Non Reproducible - the form is not accepted by the agency for filing, this is a copy for your records only
  • Not Approved for Paper Filing - the form is a final version but not approved for paper filing
  • Online Filing Only - the form can only be filed on the agency's website; paper filing is not accepted

 

Check all

Check this box if you want to print all items listed in the tree.

 

Collapse All

Click this to reduce the expanded tree view to only its top level nodes (not showing individual items).

 

Expand All

Click this to expand all nodes of the tree (show all individual items).

Print Settings

Print to Printer

Print to selected printer.

 

Print to PDF

Prints the open return to a PDF file to be stored on your computer.

 

Upload to Client Portal

Uploads return to Client Portal. See CCH iFirm Client Portal.

The name, TIN, address and email address are required on the Main Information Sheet of the return for the Upload to Client Portal option to be available on this dialog box.

 

Duplex

Use both sides of printer paper for printing.

This feature is only available for Client, Preparer, and Custom copies. Scannable state forms will not print in duplex. If your printer is incapable of Duplex Printing, only one side of printer paper will be used.

 

Copies

Select the number of copies you want to print.

 

Watermark

Select the Watermark check box, then enter the desired watermark text in the field provided.

Watermark functionality is only available for Client, Preparer, and Custom copy types.

 

Print Preview

Allows you to preview what the return will look like when printed.

Remember selections

 

Remembers print order and print settings for the open return only.

Help

 

Opens Help specific to the Print Return dialog box.

Print Preferences

 

Opens the Print Preferences of the Preferences dialog box.

Print Packets

 

Opens the Print Packets dialog box.

Restore

 

Restores all Print Return dialog box settings to default.

If there are any Print Packets settings, they will be considered default.

Print

 

Prints the open return based on your settings.

Cancel

 

Closes the Print Return dialog box and cancels the print job.

All Print Settings must be made for each copy type to be included in the print job.

 

See Also:

Print Preferences

Print

Printing Returns

Print Preview

Print Packets

Printing Reports