In TaxSlayer Pro, you can edit the cover page that prints with the tax return to customize the placement of your firm information, the taxpayer's information, and whether any return notes or a border print on it. If you mail or present the return to your clients in a window envelope, this menu allows you to place information in the right spot so that it will show in the window(s).
To edit the cover page that prints with the individual or business tax return in TaxSlayer Pro, from the Quick Menu select:
- Configuration
- Printer/Copies Setup
- Edit the Cover Page
As you make changes in this menu, use the Print/View menu line to preview the page to ensure the various elements are where you want them to be. If you're trying to line up name and address information for a window envelope, it may take some trial and error to get the alignment correct.
Print Border on the Cover Page - When set to YES, a border will print around the outside of the Cover Page.
Print Firm Information on the Cover Page - When set to YES the firm's name, address, office phone number, and office fax number will print on the cover page.
Start Printing Client Info on Row - Choose the row and column of the page you would like the taxpayer's information to begin printing on.
Start Printing Firm Info on Row - Choose the row and column of the page you would like the firm's information to begin printing on.
Firm Information to Print on Cover Page - Customize the firm information you would like to print on the cover page.
Row Tax Year Appears On - Choose the row of the page you would like the tax year to print on.
Print Notes on the Cover Page - When set to YES, this option allows you to enter a note to print on the cover page.
- Notes to Print on the Cover Page - Enter the note you would like to print on the cover page (maximum four lines).
- Start Printing Notes on Row - Choose the row of the page you would like the note to begin printing on.
Reset The Cover Page To Default - Select to revert back to the original, default Cover Page.
Print/View Test Cover Page - After making changes to the Cover Page, select this to view the changes to ensure the page looks like what you want.
Note that this menu is only used to configure how the cover page will look when it is printed. Be sure you have included at least one copy to print with your individual and/or business print options. See the articles below for info on creating and editing print options.
Additional Information: