Print/PDF a Return

Updated: 2024-01-11

To print or PDF a complete tax return:

1. Click on the Print sidebar or press Ctrl+P.
2. If the return contains outstanding review messages, a warning displays at the top of the pane. Click on the link to jump to the Review message list and resolve them.
3. For some tax return types—such as T2 or slips returns—there is an additional drop-down menu that allows you to restrict the list of print sets by type or return.
4. At the top of the pane, each box represents a single print set.
5. Each print set can output to its own printer or document type. Click the button on the right to quick print an individual print set.
6. TaxCycle determines which print sets to print based on which forms are used and the condition associated with the print set in Print/PDF Options. Check the sets you want to print. If you change the selection, a blue asterisk indicates you have overridden the default. Click on the asterisk to revert to the default print set.
7. To change print and output settings, click the edit link. This opens the Print Configuration dialog box:
   1. The settings in this box change based on the Printer/Output selected. For a full list of these settings, see the Printer and PDF Output Options help topic.
   2. If you wish your changes to appear for every tax return, click the link to save the settings to the print set.
   3. To print the set immediately, click the Print or Generate button.
8. Click the wrench icon to open Print/PDF Options for all returns.
9. The list of forms at the bottom displays in the order the forms will be printed, grouped by print set. TaxCycle decides which forms appear in the list based on what is used in the return and what is configured for each print set. To learn how to make changes to this section, see the section “Choose Which Forms to Print” below.
10. When you’re ready, click the Print Selected button. Printing always occurs in the background, so as soon as you set the job going, you can move on to other work.