In TaxSlayer Pro, you can enter information about the individual or business taxpayer's payments for your services and print a 4-part receipt in two places:
- After exiting the return in the Receipt Menu;
- From the Quick Menu, selecting Reports, then Receipts, then View Last Tax Receipt. (While you can enter payments here, viewing the last tax receipt only reprints the last receipt that was printed in the Receipt Menu after exiting the return.)
Program configuration
There are two configuration menus relevant to printing the 4-part receipt. These menus indicate that you want to print 4-part receipts and also indicate the printer to use for that purpose.
To indicate that you want to print 4-part receipts, from the Quick Menu select:
- Configuration
- Fees / Billing Setup
- Do You Want to Generate a Printed Receipt? - Answer YES.
To indicate the printer to use for receipts, from the Quick Menu select:
- Configuration
- Printer / Copies Setup
- Printer Setup
- Type of Receipt Printer - The printer options listed will be the same printers configured in Windows. Choose the printer you'd like to use. You can also choose "Microsoft Print to PDF" if you'd like to save a PDF copy of the receipt, separately opening the file to print it.
Printing from the Receipt Menu
Exiting the return and arriving in the Receipt Menu, after entering the payment you can print a copy of the 4-part receipt showing the payment. The menu line to do so is hidden.
To print a 4-part receipt, look at the menu line numbers in the Receipt Menu. Take the last line number (the menu line above 0. Exit), add 1, and enter that number in the "Enter Option" field. So, for example, if the last line number is 10, enter 11. The 4-part receipt will print to the printer you have configured for receipts, or if you've configured Microsoft Print to PDF a Windows File Explorer window will open for you to specify the name and directory for where to save the PDF copy of the receipt.