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Producing a Customized Watermark on a Tax Return

Intuit Help
Intuit

Producing a Customized Watermark on a Tax Return

How do I print a text watermark such as "Draft" or "Do Not File" on a PDF copy of the return?

Solution: 

You can select to print a watermark on a return when printing to either the Lacerte PDF Printer or to Document Management System (DMS).

To Produce a Customized Watermark on the Return:

  1. Click on the Clients tab (to view the list of your clients)
  2. Select the client(s) from the client list
  3. Click on Print
  4. Click on Tax Return
  5. Click on the type of return you want to print under the Return section
  6. Check the box, File (PDF) or Document Management System under the Return Options section
  7. Click on Settings in the lower left-hand corner of the Print window
  8. Locate the File (PDF) Settings section of the Print Setting window
  9. Check the box, Watermark

    The default text for the watermark is DO NOT FILE. You can change the text to Draft or to the desired text, up to 15 characters, by typing in the field provided.

  10. Click OK
  11. Click OK in the Print Tax Return window

To Remove a Customized Watermark on the Return:

  1.  Click on the Clients tab (to view the list of your clients)
  2. Select the client(s) from the client list
  3. Click on Print
  4. Click on Tax Return
  5. Click on the type of return you want to print under the Return section
  6. Check the box, File (PDF) or Document Management System under the Return Options section
  7. Click on Settings in the lower left-hand corner of the Print window
  8. Locate the File (PDF) Settings section of the Print Setting window
  9. Uncheck the box, Watermark

Two Additional Ways to Create Custom Watermarks - Lighter and/or Angeled Differently:

  1. Print the return from Lacerte without a watermark and use the watermark features in Adobe Acrobat Pro. In Adobe, usually you can click the "Document" tab, scroll down to watermark to open up the add watermark screen. From there you can create your own watermark with adjustable opacity and position it to your liking. You can also save watermarks you use frequently (such as "client copy", "draft", etc.)
  2. Print the return from Lacerte without a watermark and use the watermark features in your printer dialogue. Using the "advanced" features of many printers, you can create watermarks, with adjustable opacity and position it to your liking.

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