Premium Pro Help
Municipal Printing Options
The Printing options allow you to change various printing capabilities. These options are available under Tools>Options>Printing Options. These changes will recur with each print job. The Print Option settings are unique for each module, so you must apply new Print Options in each module for them to take effect.
You may change your default printer here by clicking the Change button and selecting the desired printer.
Print Job Name
You may customize the name of each print job when
printing to a PDF file. Customizing the name will
modify the name of each PDF printed. You may add
the tax year, user name, company name, company
abbreviation, current date, jurisdiction name,
and/or jurisdiction abbreviation to the print
job name. In addition, you may type any additional
information you want to appear in the name in
the print job name field.
Header/Footer
Format
The company name, page number, and current date
and time can be printed as a banner on each page
of a return and schedule. The banner can be printed
as either a header or footer.
Print
The Print section allows you to specify which items
are printed when you choose to print from the
Print menu. You may choose to print Returns, Attached
PDFs Marked as Print, Check Requests, Preparer
Notes, and Return Instructions.
When applicable, you may also choose to print Supporting Schedules and Worksheets for some states. !NEW
Reviewer Layer
If you added Stamps, Pencil marks, Sticky Notes,
or References to any return, you may check the
corresponding checkboxes under the Review Layer
if you wish to have the markups print with the
returns.
Hide Payee
Address
The payee address will print on the each municipal
return unless this option is checked.
Print Zero
Returns
This checkbox cannot be used in conjunction with
the "Print Range", but can be use in
conjunction with "Print Negative Returns".
By default, only active returns with a tax due
will be printed. Checking this box will include
returns with a zero tax due in the print job.
Print Range
(Returns Only)
Checking "Use Range" will allow you to
enter a print range to be used when printing all
active returns. "Return >=" is the
bottom of the print range. If a number is entered,
returns with a tax amount due less than this number
will not print. "Return <=" is the
top of the print range. Returns with a tax
amount higher than any number entered will not
print. If "Use Range" is checked
and one or more fields is left blank, no restrictions
will place on the bottom of the range, the top
of the range, or both.
Print Negative
Returns
This checkbox cannot be used in conjunction with
"Print Range" described above. By default,
only active returns with a tax due will be printed.
Checking this box will include returns with a
negative tax due in the print job.
Don't Print
Returns Except Items Selected Above !NEW
This checkbox will prevent all filings from being
printed except those specifically indicated in
the Print Selected Items section.
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