From inside a return, you can display the custom print set report that applies to the entire active return for review, print, or export.
To view the custom print set report, do the following:
- From an open return, select Print >Print Entire Return from the Application menu.
- Click Customize to display the Customize Open Return window.
- Click Customization Report to display the View Customization Report window.
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Select or enter the number of print copies. You can print from one to nine copies if you are printing to a printer. Only one copy can be sent to a document imager, PDF, or TIFF file.
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If you are sending copies to a printer or document imager, you can select a print device.
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Select a watermark to print in the document background, if needed, diagonally from the lower-left to the upper-right corner of the page. The watermark list is configured and can be edited using Dashboard > Application Links > Firm > Settings and defaults > Print. You can enter other text, but it will not be saved in the watermarks list. The watermark you select or enter applies to all selected print items.
- If you are creating a PDF or TIFF file (with or without printing to a printer), enter or click Browse to select the file location and name. Or, you can accept the default location and name, which can be the previously entered value or the default path and file name.
- Do one of the following:
- Click Print to send the report automatically to the print device and/or destination file location.
- Click Export to Excel to save a copy of the report as an Excel® file.
See Naming Print Files for the system default naming conventions and other important considerations.