Printing forms

The Forms printing window provides a quick and easy way to print one or more forms when you don't want to use any of the pre-defined selections (destinations) in the Forms manager. It is intended for printing single forms, as well as printing customized selections of forms.

Generally, if you plan on printing the same set of forms on a regular basis, you may find it more convenient to configure them once in the Forms manager, and then use Production printing to print them. Accomplishing this same task using Forms printing would require reselecting the forms each time before printing.

Forms can be printed in three different ways:

• Printer

• DT FileCabinet

• PDF

Printer tab

Use this tab to send forms directly to your printer. By default, it will open with your DT Max default printer pre-selected.

DT FileCabinet tab

If you have DT FileCabinet installed with an up-to-date licence, you can send forms to it using this tab.

There are two principal DT FileCabinet choices available when using Forms Printing:

1. Print documents destined only for DT FileCabinet.

   Use this option when you want to send forms to DT FileCabinet, but not to DT Client Portal. This option should be selected if you are sending draft documents to DT FileCabinet which are not ready to be seen by the client.

   Note: If you have previously sent a document with the same name to DT FileCabinet using the Print documents destined for both DT FileCabinet and DT Client Portal option, then the new document will still be marked for transmission to DT Client Portal even when using this option. To correct this, you should open DT FileCabinet, find the document in question, go into the document properties, and unmark it for transmission to DT Client Portal.

2. Print documents destined for both DT FileCabinet and DT Client Portal.

   Use this option to send forms to DT FileCabinet which you also wish to have sent to DT Client Portal. With this option, the corresponding client (drawer) in DT FileCabinet will automatically be marked as a contributor to DT Client Portal. Only clients (drawers) with this designation can potentially have their documents sent to DT Client Portal. Be sure to select the Selected forms component in the DT FileCabinet settings. See the DT FileCabinet page for more information about sending document from DT FileCabinet to DT Client Portal.

PDF tab

Use this tab when you need to send forms to a PDF file. In addition to being able to save the file to your computer, it is also possible to email the file, or to send it to Onvio (only for licenced Onvio users). See Export or email tax return pages for more information.

Select Pages

This section contains a number of commonly used pre-defined selections of forms. It is possible to combine these selections by clicking multiple buttons. If you make a mistake, simply press the Clear all button and start again.

How to open the Forms printing window

The Forms printing window can be accessed either through the menu or an icon found on the Tax Return screen. Each tab can be directly opened as follows:

• Printer - "File > Print > Print selected pages" or

• DT FileCabinet - "File > Print > Print to DT FileCabinet" or

• PDF - "File > Print > Export or email PDF file" or

Once opened, it is easy to switch to another tab, should you decide to print a different way.