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How to create PDFs of last year's returns:

Import data from PDFs of last year's individual (1040) returns prepared by:

  • ATX
  • CrossLink
  • Drake
  • ProConnect Online
  • Intuit Lacerte
  • Intuit ProSeries (Professional & Basic)
  • TaxSlayer Pro
  • TaxWise
  • UltraTax

What data is imported?

Form 1040

  • Taxpayer (and Spouse, if applicable) First & Last Name, SSN, and Occupation
  • Address - Street, Apt., City, Postal Code, Foreign Country & Province
  • Filing Status
  • Dependents - Name, SSN, Relationship
  • Adjusted Gross Income (AGI)
  • Additional standard deduction checkboxes (if TP and/or SP is blind)
  • Refund Banking Information
  • Third Party Designee Information
  • Phone Number

Schedule C 

  • Taxpayer SSN
  • Principal Business
  • Business Activity Code
  • Business Name
  • Employer Identification Number
  • Address
  • Accounting Method
  • At-risk
  • Cost of Goods Sold Method
  • Ending Inventory
  • Descriptions of Other Expenses

Schedule D

  • Short-term and Long-term Capital Gain (Loss)
  • Line 21 - Loss claimed

Schedule E

  • Rental Property Address & Type of Property (all properties)

 Schedule F

  • Taxpayer SSN
  • Principal Product
  • Principal Agricultural Activity Codes
  • Accounting Method
  • Employer Identification Number
  • Descriptions of Other Expenses
  • At-risk

Form 2210

  • Line 4 - Current Year Tax

Form 2441

  • Care Provider's Name, Address, SSN or EIN

ATX

  1. In Return Manager, check the box next to the client return(s) you want to create as a PDF.
  2. Click Returns in the main menu, then select Batch Print Marked Returns.
  3. In the next window, click Printer Setup and select Adobe PDF as your printer. Click OK to close the window, then click Print.
  4. In the next window where you can edit the file location and name, verify that PDF files (*PDF) is selected as the "Save as type." Click Save. Repeat this step for each return.

CrossLink for 2018 returns

  1. Click the Setup menu, then Printer Setup. In Printer Settings, check "Prompt for Tax Return PDF," then OK.
  2. Open the return you want to create as a PDF. Click Print in the toolbar.
  3. At the bottom of the Print window by the text "Create PDF copy of the Tax Return" click PDF.
  4. The PDF will open in a new window, Save the file with the name and location of your choice.
  5. Repeat steps 2 and 4 for remaining clients.

CrossLink for 2017 returns

  1. Click the Setup menu, then Printer Setup. In Printer Settings, check "Prompt for Tax Return PDF," then click OK.
  2. Open the return you want to create as a PDF. Click Print in the toolbar.
  3. At the bottom of the Print window, click Create PDF copy of the Tax Return. Click Print.
  4. Repeat steps 2 and 3 for remaining clients.
  5. Press button F2 to go to the main screen. Under Printing Queue, select Tax Returns to view all clients ready for printing.

CrossLink for 2016 returns

  1. Click the Setup menu, then Printer Setup. In Printer Settings, check "Prompt for Tax Return PDF," then click OK.
  2. Open the return you want to create as a PDF. Click Print in the toolbar.
  3. At the bottom of the Print window, click Create PDF copy of the Tax Return. Click Print.
  4. Repeat steps 2 and 3 for remaining clients.

Drake

  1. From the main screen, select Print in the toolbar.
  2. In the Return Selector window, check the box next to the client return(s) you want to create as a PDF. Click Print.
  3. Select the client forms, worksheets, etc. for which you want to create PDFs. Click Next.
  4. Select Adobe PDF as your printer. Click Print. Edit the file location and name if desired, then click Save.
  5. Repeat steps 3 and 4 for remaining clients.

Intuit Tax Online

  1. Open the client return you want to create as a PDF and click the File Return tab.
  2. Click View/Print Return PDF on the left navigation panel under Print.
  3. Right click on the blue View Return PDF button and select Save link as.... Edit the file location and name if desired, then click Save.
  4. Repeat the above steps for remaining clients.

Intuit Lacerte

  1. On the Clients tab, select the client return(s) you want to create as a PDF. Click Print in the main menu.
  2. Select Tax Return from the drop down menu.
  3. In the Print Tax Return window, verify "Complete return" is selected.
  4. Select File (PDF) in in Return Options section, then click OK.
  5. Edit the file location and name if desired, then click Save.

Intuit ProSeries Professional

  1. From Homebase, select the return(s) you want to create as a PDF. (Use "SHIFT" to select blocks of returns and "CTRL" to select multiple returns.)
  2. Click the File menu, then Create PDF File.
  3. Verify that "File (PDF)" is checked in the Print area, and check the "Filing Copy Forms" box
  4. Click Print.

Intuit ProSeries Basic

  1. From Homebase, select the client return to create as a PDF. Click the File menu, then click Print.
  2. In the bottom right corner of the Filing Copy tab, click Create PDF.
  3. Repeat the above steps for remaining clients.

 TaxSlayer Pro

  1. In the main menu, click Print Returns, then select Option 1: Print: Individual returns.
  2. Check the box next to each return you want to create as a PDF.
  3. Select the number of copies in the print option box. Click OK.
  4. Choose Adobe PDF as your printer, then click OK. (Your files will be saved in the Printer Port.)
  5. Enter a file name and click Save.

UltraTax CS

  1. From the File menu, click Print Returns,
  2. Check only the third checkbox next to the drop down box reading: "Preparer copy with field masking" or "Preparer copy."
  3. Select Preparer copy from the drop down box next to the checkbox.
  4. Below check only: PDF to file and on the bottom click the Assemble button.
  5. Click Open Target Folder. This will take you to where your PDF file was saved.

TaxWise

  1. From the File menu, click Print, then select Print Return(s).
  2. Check the box next to each 1040 return you want to create as a PDF. Click OK.
  3. In the Print pop-up window, make sure File Copy is selected, then click the Print to PDF button on the right.
  4. Modify the file prefix and location where you’d like to save to if desired. Click OK.

TaxWise for 2018 returns

  1. From the File menu, select Classic Print: Classic Print Returns.
  2. Choose Username in the drop down box.
  3. Check the box next to each return you want to create as a PDF.
  4. Select the number of copies in the print option box. Click Print to PDF.
  5. Select a prefix and Save.

H&R Block Desktop

  1. From the File menu, select Print then Click Print
  2. Enter a file name and click Save.
  3. The Quick Convert® process is complete, review and edit the imported information. To complete the import, click Continue. To cancel the import of a return, click Cancel.

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