Tax returns can easily be printed to PDF and stored in an encrypted electronic file using the Premium Version of TaxSlayer Pro. To learn more about the enhanced features of TaxSlayer Pro Premium, click here.
Printing to PDF is also useful for saving paper as well as giving you the ability to preview the return for accuracy.
To configure print settings for printing to PDF in the TaxSlayer Pro program, from the Main Menu of TaxSlayer Pro select:
- Printer/Copies Setup
- Printer Setup
- Edit Printer Preferences
- Change Menu Options 4-6 to "Yes" depending on how and where you would like to print to PDF.
To save a PDF copy of a tax return, from the main menu of the tax return (Form 1040) select:
- View Results
- Print Return - Select the print option that you wish to use from the list of available print options.
- While viewing the PDF, select File, Save As and select the location in which to save the PDF, renaming it if desired.
NOTE: Encrypted PDFs are created for TaxSlayer Pro Premium users and are suitable for emailing to clients. PDFs printed otherwise are unencrypted and should not be emailed to clients, as doing so may expose your client to identity fraud in the event the email is delivered to the wrong email address or is viewed by an unauthorized individual.