Print Returns

The printing in TaxWise Online provides a user-friendly module to print tax returns in a PDF file. All pop-up blockers should be disabled before attempting to print returns.

Adobe 8.1 or higher is required to print returns.

To print the tax return, use the following steps:

  1. Open a tax return.
  2. Click Print Return.
  3. Select the Print Sets you wish to print.
  4. Select the check box if you would like to mask the SSN and EIN on the printed output.
  5. Enter the watermark you wish you use, if any.
  6. Click Print.
  7. Click OK on the message that a pdf is being generated.
  8. Do one or more of the following:
  9. Click Send to Client Portal - A pdf of the return will be uploaded to the taxpayer's Client Portal. See CCH iFirm Client Portal.

TaxWise Online has to be connected to CCH iFirm in the Security settings for this option to be available.

  1. Click Save to Vault - A pdf of the return will be stored in the Loaded Forms of the return.
  2. Click Open PDF - To view the return in a new browser window. In the new browser window, click the Print button.
  3. Click Close on the Print Return Complete dialog.

See Also:

Print returns from the return list

Print a single form

Print sets