View/Print

8 STEPS

1. The first step is to open the client manager and click View/Print

2. The view/print window will open. Check the Preparer Copy checkbox to select your copy of the tax return.

3. You can check or uncheck the forms to select or deselect them from the print packet.

4. To Print Click Print Selected Forms.

This will print a physical copy of the return from your printer.

5. You can repeat the same steps to print the customer copy and/or the filing copy of the tax return.

6. Click Switch To Preview View to view pdf versions of each form.

You can also click the blue link of the form on this window.

7. Click the form.

8. That’s it. You’re done.