CCH Print Settings

PDF’s of 1040 Tax Returns: The PDF files printed from the tax software and uploaded to SSR must adhere to the following rules:

  • Must be the “Client Copy” of the return. Do not submit the Accountant or Governmental copy.
  • DO NOT MODIFY the PDF files in any way. DO NOT:
    • Delete pages or bookmarks
    • Add pages or bookmarks
    • Password protect the PDF file or add a digital signature that might restrict access to the file

Print Settings For 1065, 1041’s and 1120S: If you do not adhere to the following print settings for business returns SSR will reject the return and notify you via email that it is non-supported.

***Note: 1065 and 1120S returns must contain a K-1 package and K-1 cover page. If the return has K-1 packets and you do not want them delivered, upload the return in its entirety and then remove the K-1 pages in the K-1 tab during Processing.

  • CCH ProSystem fx Tax (2016 Version):
    • Select the “Client” and “K-1” check boxes
    • Select the “Create Bookmark PDFs” check box
    • Select the “Produce one PDF file for all copies” radio button =

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 CCH ProSystem fx Tax (2017 Version):

  • Select the “Client” and “K-1” check boxes
  • Select the “Create Bookmark PDFs” check box
  • DESELECT the “Produce separate PDF files”

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CCH Axcess Tax:

  • In Print destination and formatting options: Select the 1) Client and 2) K-1 check boxes.
  • In Additional Options: 1) Deselect “Create separate PDF / TIFF files” and 2) select “Create bookmark PDF’s”

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