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Print Client Copy of Return
Print Client Copy of Return
Daisy Macapangal avatar
Written by Daisy Macapangal
Updated over 2 months ago

To print a client copy of a return in SmartWiz, follow these steps:

  1. Access the Return List: Click on "Tax Returns" and ensure you're on the correct tab (e.g., All Returns, Accepted, Active).

  2. Select Returns: Click "Print Returns" and select the checkbox for the return you want to print. To print all returns, use the "Select All" button.


  3. Print Options: In the Print window, choose to print all completed Federal, State, Bank forms, and Client Letters, or select specific print sets. You can also choose to mask the SSN/EIN on printed copies and add an optional watermark.


  4. Generate PDF: Click "Print" and then "Get Document" under the Download Link to generate a PDF. Once ready, click "Get Document" to open the return in a new browser window.

  5. Print the PDF: Use your browser's print function to print the document.

Alternatively, if you need to print specific forms within a return, open the return, click the printer icon in the Loaded Forms window, and select the forms you wish to print.

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