Personal Taxprep 2019.4.1

Print a Group of Client Files

To print a group of client files, proceed as follows:

  1. From the Client Manager, select the clients whose (It could be a current-year return or a planner return.) you want to print.
    You can use the "Clients Ready to Print" filter to reduce the length of the list displayed in the Client Manager.
  2. On the File menu, click Print Tax Returns.
    Customize the printing of the client files by using the different printing options, if necessary. For example, if one of the selected client files contains a return that is not ready to be printed, for each client, clear the check box available under the appropriate jurisdiction.
    If you print planner returns, the "Planner" watermark is automatically activated when printing. However, you can deactivate printing of this watermark on each of the forms.
  3. Click OK.

Once the printing is finished, Personal Taxprep will attribute the "Printed (Office)" value to the print status of the printed return.

In order to have the list of clients whose returns have been printed, consult the print history.

Warning! Planner returns cannot be filed with the tax authorities because they do not contain an authorization number.