Does anyone know if it is possible to print a File copy and Client Copy of a return in PDF format at the same time? If so, what options need to be checked? Or, do you have to print each one separately? Which is not very efficient.
Thanks for your thoughts.
~~Joi Soucy - Kodiak, Alaska
This discussion has been locked. No new contributions can be made. You may start a new discussion here
Highlight the clients > Use Ctrl + P to start the print process > Click the radio button at the top for the type of copy you want (e.g. Client Copy) > Remove check mark for printer > Check File (PDF) > Use settings to do a watermark if you want. It is here you can change DO NOT FILE to CLIENT COPY > click OK to save settings > Click OK to start the print process.
Here's wishing you many Happy Returns