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ProSeries Frequently Asked Questions

How do I batch print federal and state extension forms?

Products Affected:

• ProSeries
• ProSeries Express Edition

To batch print federal or state extension forms:

1. In HomeBase, select the client returns for whom you want to print extension forms.
   • In ProSeries you can batch print from the All Tax Returns view or from a form view such as Form 1040: Individuals.
   • In ProSeries Express Edition you will need to select the appropriate form tab such as the 1040 tab or the 1120 tab.
   • Use the CTRL or SHIFT key to select multiple client files.
2. Go to the File menu, choose Print.
3. On the left side, under From HomeBase, select Batch Print Forms.
4. In the Batch Print Forms dialog box, go to the Available Forms list.
5. Select the forms that you want to print for the selected clients, then click Add to add the selected forms to the Selected Forms list.
   Note: To remove a form from the Selected Forms list, select the form, then click Remove.
6. Go to the Copies field and select the number of copies of each form that you want to print.
7. Click Print.

The batch printing feature is not available in ProSeries Basic Edition. See How do I print extension forms in ProSeries Basic Edition?

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