1. Printing from the Client List
The Client List provides a quick way to print a return without opening it.
✅ Steps to print from the Client List:
Navigate to the Client List in TaxSlayer ProWeb.
Find the client’s name whose return you want to print.
Click the Printer Icon next to their name.
Select Print Return to generate and print the tax return.
2. Printing from the Calculation Summary Page
The Calculation Summary page allows you to review the return before printing.
✅ Steps to print from the Calculation Summary page:
Open the tax return you need to print.
Go to the Calculation Summary page.
Click View/Print Return to proceed.
You will be redirected to the Print Results page.
Select Print Your [Tax Year] Tax Return to generate and print the return.
3. Printing from the Submission Page
Once the return is completed and ready for submission, you can print it from the Submission page.
✅ Steps to print from the Submission page:
Navigate to the Submission page after completing the return.
Choose whether to print the entire return or use a Print Set.
If using a Print Set, select the desired option from the dropdown menu.
Click Print Return to generate and print the return.
4. Printing from the Client Status Section
The Client Status section allows you to print both original and amended returns.
✅ Steps to print from Client Status:
Click Client Search in the Client List.
Locate the return you want to print.
Click the Tools dropdown next to the return.
Select Client Status from the available options.
If the return was amended, choose to print either the original or amended version.
Final Notes
Ensure your printer settings are correct before printing.
Use Print Sets for customized printing options.
If you need to save the return as a PDF, choose the Save as PDF option before printing.
By following these steps, you can easily print tax returns from different sections in TaxSlayer ProWeb.