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How to configure Print Options in ProSeries Professional

SOLVEDby IntuitProSeries Professional79Updated July 13, 2022

You can configure the Print Options in ProSeries Professional to control which forms, schedules, statements, and supporting documents will print with the various copies of the return.

 

If ProSeries transferred the preferences and settings that you used with last year's program, then the Control Which Forms Print settings for the Client Copy and Preparer Copy options are set the way they were set in last year's program. However, the Control Which Forms Print settings for the Filing Copy aren't transferred from last year's program.

  1. From the File menu, select Print Options.
  2. In the Print Center window, select Control Which Forms Print from the left panel.
  3. Select the type of return to modify from the Select Return Type or Organizer dropdown list.
    • There are columns for Filing CopyClient Copy, and Preparer Copy.
  4. Click the plus sign (+) or minus sign (-) next to a heading to expand or collapse that section and all of the items in it.
  5. Select the field on the row in the applicable column (for example, Filing Copy, Client Copy, or Preparer Copy).
  6. Select the print condition that you want from the list of available alternatives.
  7. Click OK when you're finished.

Additional information

  • Click the Expand All button to expand all section, or click the Collapse All button to collapse all sections.
  • The print condition for some forms can't be changed, such as the main signature form for a return.
  • The Control Which Forms Print feature is not available in ProSeries Basic.
  1. From the File menu, select Print Options.
  2. In the Print Center window, select Print with Organizer.
  3. Check the desired boxes to adjust what prints with each copy of the organizer.
  1. From the File menu, select Print Options.
  2. In the Print Center window, select Print with Return.
  3. Check the desired boxes to adjust what prints with each copy of the return.

With more then one letter to choose from you can now customize what letters print with the return.

  1. Open a client.
  2. From the File menu, select Print Options.
  3. From the left side of the screen, select Control Which Letters Print. 
    • Here, you can customize what letter prints with each specific copy of the return.
  4. Click OK to save your changes.

For more information about letters see Using client letters in ProSeries Professional

ProSeries uses the Courier New font, which is approved by the IRS and all state tax authorities. To avoid the possibility of filed returns being rejected, the font can't be changed.

You can't change the font for slip sheets, statements, or notes because they go to the IRS and state taxing authorities with the tax returns. However, you can change the size and appearance of the font that's used in the letter and invoice.

Follow these steps to change the font for the letter:

  1. Open the client return.
  2. From the Tools menu, select Letters and choose Edit Client Letter.
  3. Select the desired letter (Standard Client Letter or Custom Client Letter).
  4. Click Edit.
  5. Highlight the section(s) where you want to change the font size.
    • You may also select the entire letter.
  6. On the letter toolbar, select the desired font and font size.
    • This will change the letter for all highlighted sections.

Follow these steps to change the font in the invoice:

  1. Open the client return.
  2. From the Tools menu, select Billing and choose Edit Invoice....
  3. Select the desired invoice (Standard Client Letter or Custom Client Letter).
  4. Click Edit.
  5. Highlight the section(s) where you want to change the font size.
    • You may also select the entire invoice.
  6. On the letter toolbar, select the desired font and font size.
    • This will change the invoice for all highlighted sections.

To select General Printing options:

  1. From the File menu, select Print Options.
  2. When the Print Center window opens, select General Printing from the left of the screen..
  3. Make the appropriate selections in the General Printing section.
    • See below for details.
  4. Click OK.

General Printing options:

  • Reverse Print Order: When you print a client's return, the forms print in last-to-first order of attachment sequence. Select this option if your printer stacks pages face-up so you don't have to collate the forms.
  • Print Page 2 Always: Page 2 of two-page forms is always printed, even if it is blank. If you don't select this option, page 2 prints only if it contains client data.
  • Print Preparer's ID on Filing Copy Only: When you print a return, ProSeries prints your Social Security number or PTIN (Preparer's Tax Identification Number) where appropriate on the Filing Copy, the Client Copy, and the Preparer Copy. Select this option if you don't want your Social Security number or PTIN to be printed on Client Copies or Preparer Copies of returns.
  • Display Acrobat Reader Message when Creating PDF Files: Automatically displays the Acrobat Reader Message window when you create PDF files. If you previously selected Don't Show This Message Again in the Acrobat Reader Message window, but now you want to see that window when you create PDF files, select this option.

By default, page 1 of the Federal Information Worksheet will always print, and page 4 will only print when the return contains a balance due return and a payment is being made by electronic funds withdrawal.

To force printing of the Federal Information Worksheet pages:

  • At the top of the Federal Information Worksheet pages 2 through 5, a check box is available to force printing for each page of the Federal Information Worksheet.
  • ProSeries Professional only: If you always want to print all pages of the Federal Information Worksheet, as well as page 2 of other forms, the Print Page 2 Always selection in the ProSeries options will result in all 5 pages of the Federal Information Worksheet printing.

To set the Print Page 2 Always option:

  1. From the File menu, choose Print Options.
  2. On the left, under Global Print Options, select General Printing
  3. Check the box to Print Page 2 Always.
  4. Click OK to save your change and close the window.

ProSeries now offers the capability to print customizable watermarks on the filing copy and the client copy of a printed return. This new feature can be accessed from the ProSeries Print Center when you print a return. The watermark text may be edited on this same screen and will print on both paper and PDF copies when selected.

 

Printing a watermark is only available in ProSeries Professional, not ProSeries Basic.

Follow these steps to access this feature in ProSeries:

  1. Open the client return.
  2. From the File menu, select Print.
  3. In the Print Center window, mark the checkbox labeled Watermark.
  4. Enter up to 11 characters to print as the watermark.
    • You can enter a different watermark for Filing and Client Copy, but you can't change the font size of the watermark.

Follow these steps to remove the watermark or to prevent a watermark from being generated when printing a return:

  1. Open ProSeries.
  2. Select a client file from the Homebase, or open a client file.
  3. From the File menu, select Print.
  4. Uncheck the Watermark checkbox in the Print Options window.
  5. Click the Print button to save the settings and print the client.
    • You must click the Print button for ProSeries to save the print setting changes. ProSeries will retain the previously selected print settings when you try to print again.

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