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Professional Editions - Preparer PDF Import
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Switching to TaxAct Professional Editions is EASY!

You can create PDFs of prior year individual (1040) returns by importing data from returns prepared by the following:

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

What data is imported?


Form 1040/1040SR
  • Taxpayer (and Spouse, if applicable) First Name, Last Name, & Middle Initial, SSN, and Occupation
  • Address - Street, Apt., City, Postal Code, Foreign Country & State/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
  • Refund Applied to Next Year

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)
  • Taxpayer SSN

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
  • Qualifying Person(s) Name & SSN

ATX

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

CrossLink for 2016 Returns

  1. Click the Setup menu, then click 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, then click Print in the toolbar.
  3. At the bottom of the Print window, click Create PDF copy of the Tax Return, then click Print.
  4. Repeat steps 2 and 3 for remaining clients.

Drake

  1. From the main screen, click 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, then 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, then 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 the blue View Return PDF 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 whether Complete return is selected.
  4. Select File (PDF) in the 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 click Create PDF File.
  3. Verify whether File (PDF) is checked in the Print area, and check Filing Copy Forms.
  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, then 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, then click Save.

UltraTax CS

  1. From the File menu, click Print Returns.
  2. Check the third checkbox next to the Preparer copy with field masking drop-down box or check Preparer copy.
  3. Select Preparer copy from the drop-down box next to the checkbox.
  4. Check PDF to file, then click Assemble.
  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, then click OK.
  3. In the Print pop-up window, make sure File Copy is selected, then click Print to PDF on the right.
  4. Modify the file prefix and location where you’d like to save to if desired, then 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, then click Print to PDF.
  5. Select a prefix and Save.

H&R Block Desktop

  1. From the File menu, click Print, then click Print again.
  2. Enter a file name and click Save.
  3. When 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.