Items to Print

Each copy contains the same set of items to include, but by default, each of the copies is set up to include or exclude items based on the purpose of the copy. For example, the checkbox for the Client Invoice is not checked for the Government Filing Copy .

The Items to Print selections are divided into categories and items. Checked items within a category will print with that category, and checked categories will print when the selected return copy is printed. The order in which the categories and items are listed controls the print order for each return copy.

How?

To access and print the Items to Print options:

1. On the Settings menu, click Options.
   
2. Click the Items to Print tab.
3. Print your current settings for the Preparer Review Copy by clicking Print at the bottom of the Options window.
4. Print the current settings for each section.

To change the print order of an item (or category) in the Items to Print options:

1. In the Items to Print options, select the copy you want to modify in the Copy list.
2. Highlight the item to move in the list.
3. Click Move Up or Move Down to adjust where the item (or category) appears in the list.
4. Click OK to save your changes and exit the Options.

Tips & Shortcuts

You can open the Options by clicking the Options icon on the toolbar or by pressing [Ctrl]+[O]. We recommend that you keep a printed copy of your settings for reference.

Troubleshooting

Problem: I cannot access the Items to Print tab in Options.

Solution: You cannot access this option due to access rights issues. See your network or program administrator.

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