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. 

Please note:

State returns can be uploaded without an accompanying federal return. The main page of the state return must be included in the print. Follow the guidelines below when printing state-only returns. 

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. 

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.
• Every K-1 needs a cover page.
  • If users wish to remove any K-1 packages, delete them after upload.
• Print Entire Return
• In Print destination and formatting options:
  • Click the Client checkbox and change the Print To:  to PDF.
  • Click the K-1 checkbox and change the Print To:  to PDF.

• In Additional Options:
  • Deselect Create separate PDF / TIFF files. 
  • Click Create bookmark PDFs.
  • In the Singe file location select the Browse button to select the location to save the PDF copy.

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 separate K-1 package.

Print Return

1. Click the Selected Returns tab under Print Options.
2. Select which returns to print.
   • At least a Federal return is required.
3. Click OK.

1. Select a physical office printer under Print Returns.
   • If you do not, returns may be printed incorrectly and rejected. For more information, see our Recognition Issue article. 
2. Click the Client Copy, Electronic Delivery, and PDF to File checkboxes.
3. Click Assemble.

Print K-1 Package

1. Click the Selected Packages tab under Print Options
2. Select to print all packages. 
3. Click OK. 

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 separate K-1 package.

1040, 990

1. Click Taxpayer under Copy Types. 
2. e-File Attachments will be selected by default. Our best practice is to upload attachments through SafeSend. View Attachments Tab for more information. 
3. Click Create PDF.
   • 
4. Once the status is Available, you can
   1. Download it to PDF OR
   2. Send To SafeSend.
      • Option only available for supported return types. 
      • 

Print K-1 Package

1065 and 1120S returns must contain a separate K-1 package.

1. Click the Type drop-down.
2. Click K-1 Packages.
3. Check Create separate packages for each K-1.
4. Click Create PDF.
5. Click the Download icon. 

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 separate K-1 package.

1040, 990

1. 1. Select the Client Copy radio button.
   2. Select the File (PDF) radio button.
   3. Do not  Mask Social Security #.
   4. Do not  Password Protect PDF.
   5. Click OK to print.

1065, 1120, 1120S, 1041

• 1065, 1120S, and certain 1041 returns must contain a K-1 package.
  • If users wish to remove the K-1 packages, that can be done after the return is uploaded.

1065, 1041, 1120 and 1120S Print Settings

1. Select the Client Copy radio button.
2. Select the File (PDF) radio button.
3. Do not  Mask Social Security #.
4. Do not  Password Protect PDF.
5. Click OK to print.

K-1 Packages

1. Select the Client Copy radio button.
2. Select the File (PDF) radio button.
3. Do not  Mask Social Security #.
4. Do not  Password Protect PDF.
5. Select the K-1 Package Only radio button. 
6. Click OK to print.

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