Recommended Print Settings

Print settings are an important part of uploading a return.  By following the below best practices, users can ensure that the return PDFs are ready for upload and avoid issues with upload or recognition.  For additional information on troubleshooting when returns fail on upload, check out our Error or Non-Supported Status article. 

To Begin:

Click on your print program from the choices below to see detailed instructions.

ProSystem fx® Axcess™ UltraTax CS® GoSystem® Tax RS Lacerte®

All PDF files must comply with the following:

  • Returns must only be a Client Copy.
  • Modifying a return will generate errors, avoid doing the following:
    • Delete pages or bookmarks.
    • Add pages or bookmarks.
    • Password protect the PDF.
    • Add a digital signature that restricts access to the file.

1065, 1041, 1120 and 1120S Returns

Entity returns must follow the rules above, as well as the following:

  • 1065 and 1120S returns must contain a K-1 package.
  • The K-1 section of the PDF requires a cover page.
    • If users wish to remove any K-1 packages, delete them after upload.
  • Print Entire Return
  • Click the Client checkbox and change the Destination filed To PDF file.
  • Click the K-1 checkbox and change the Destination filed To PDF file.
  • Click the Create Bookmark PDFs checkbox.
  • Deselect the Produce separate PDF files checkbox. 


Related Articles

CCH Axcess Integration

UltraTax CS® Integration

Lacerte® Integration

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