Proseries Print To Pdf
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Proseries Print To PdfProseries Print To Pdf

• Open the client's return, go to the File menu and select Print. • In the Print Selected Returns section, verify that File (PDF) is checked in the Print area. • If you need to change the printer setup or PDF files setup, click the Printer, PDF, and DMS Setup button. Make the appropriate changes and click OK. Go back to the File menu and select Create PDF File. • Check the box to select Filing Copy Forms, Client Copy Forms or Preparer Copy Forms.

More than one box may be selected. Note: When printing tax forms, always print the Filing Copy Forms in ProSeries.

This will help ensure that forms scanned by the taxing agency are not rejected for being too large. • Click the Print button.

• The Printing Message Log will display. You may want to print this as a record of which returns were saved as PDF files and where they are stored. Note: If you leave the Print box checked you will receive a printed copy of the file. If the ProSeries Document Management System (DMS) program is installed on your computer, check the DMS box to send PDF files to DMS. • On the right side of the Print Center, in the Print line, uncheck the Printer box and check the File (PDF) box. • To indicate which selected forms to print, click the Choose button. Make Iphone Serial Cable here.

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• In the Please Select Form(s) to Print dialog box, choose the forms you want to print from the forms in the client's file. Hold down the CTRL or SHIFT key to select more than one form. • In the Print Selected Forms area, enter the number of copies you want to print and click Print. ProSeries creates a PDF file for each option (Filing Copy, Client Copy, Preparer Copy) that you select. Each PDF file contains the client's federal return and any state returns. • The name of each PDF file identifies the ProSeries client file, the tax year, the type of return, and the type of copy. • Before printing a PDF file, turn off the Fit to Page option in Adobe Reader or Adobe Acrobat so the forms are printed in the appropriate size.

Otherwise, they may be enlarged to fit the page and may not be acceptable to the taxing agencies. Additional Information: • For more information about creating PDF file see the, chapter 19, Creating PDF files for client tax returns. • • GEN51516 • ProSeries Basic, ProSeries Professional • United States • Prior, 2016, 2015, 2014.