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TaxSlayer - 1040-SR (Web-based) | How to Create Custom Print Sets
TaxSlayer - 1040-SR (Web-based) | How to Create Custom Print Sets

Creating Custom Print Sets for Tax Returns

Nicole Lacorte avatar
Written by Nicole Lacorte
Updated over 2 weeks ago

In addition to default print options, you can create custom print sets for tax returns. The default print options include:

  • One Copy, Two Copies, or Three Copies (Federal and State)

  • One Copy – Federal Only

  • One Copy – State Only

  • One Copy – Form 8879 Only

  • Print Invoice

These options can be accessed from the Submission Page within the return.

How to Create a Custom Print Set:

  1. From the Main Menu, go to Configuration.

  2. Select Print Setup, then choose Custom Print Sets.

  3. Click + Add Print Set.

  4. Enter a Print Set Name.

  5. Select the number of copies for each form or schedule—use the search bar or filter by state.

  6. Scroll down and click + Set Range to quickly assign copy numbers.

  7. Click Save to finalize the print set.

Repeat these steps to create additional custom print sets as needed.

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