Products Affected:
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ProSeries
Situation
How do I batch print extensions?
Solution
To see a video demonstration on this topic, click the link below . When the video screen appears, click the arrow in the middle of the screen to start the video. When the video is finished, click the X in the right top corner to close the window.
Click here for a video demonstration
To batch print federal or state extension forms:
- In HomeBase, select the client returns for whom you want to print extension forms. You can batch print from the All Tax Returns view or from a form view such as Form 1040: Individuals. Use the CTRL or SHIFT key to select multiple client files.
- Go to the File menu, choose Print .
- On the left side, under From HomeBase, select Batch Print Forms.
- In the Batch Print Forms dialog box, go to the Available Forms list.
- 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 .
- Go to the Copies field and select the number of copies of each form that you want to print.
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Click Print.
To see a video demonstration on this topic, click the link below . When the video screen appears, click the arrow in the middle of the screen to start the video. When the video is finished, click the X in the right top corner to close the window.