• For MFJ returns, the taxpayer copy of a return will be printed and given to the taxpayer or spouse when one is missing. The absent taxpayer or spouse must have the opportunity to review the printed return before signing the Form 8879s, as well as the consent forms in the Intake Booklet.
  • When you start the print process in TaxSlayer, a PDF file will be created and displayed in a separate window or area of the screen.
  • There are three places where a PDF can be created; only the first two let you pick a better print set:
    • Within the return, in the Submission Page section of the E-file section
      • This is the best place to print a return, because of the full choice of print sets.
    • On the Client Search (Office Client List) page (accessible via the main menu), by clicking on the printer icon for a return (to the left of the “Tools” drop-down menu).
    • Within the return, the “Preview Return” option at the top of the screen.
      • What is produced is the “20xx Taxpayer Copy Print” set, which has a large number of pages normally not given to a taxpayer; this is not recommended.
  • No matter which PDF is created, it can be scrolled through to see what will print. The PDF, on the screen, can also be used in reviewing the return with the taxpayer.
  • In the resulting print dialog, either print the entire file (normal), or select specific pages to be printed (unusual)
    • If you work at more than one Tax-Aide site, or are using a personal computer, make sure that the printer listed in the print dialog is the correct one.
      • If, after you expect printing to begin, it does not, one of the most common causes is having specified the wrong printer [if this happens repeatedly, change the default printer; if necessary, get another counselor to assist].
      • Another reason why something might not print is a printer problem: out of paper, out of ink, or a paper jam.
  • If you are printing a return that will be paper filed, see the additional information in the Printing section [part of “Paper Returns”], page 129 below.
  • Note: It is a violation of Tax-Aide policy to save a PDF file created in the printing process, or to give that file to a taxpayer in electronic form.

Printing Individual Schedules and Forms

  • If you need to print just one specific federal schedule or form, there are two options:
    • Print from a TaxSlayer menu - there are five schedules and nine forms that can be printed individually, provided that an entry has been made on the related schedule or form.
    • Create a PDF for the entire return, and then specify, in the printer dialog, that you want printed only the page which has the schedule or form that you need. 
      • If for some reason a specific form is part of the return, but is not included in the standard print set, look for a more comprehensive PDF that you can generate (such as “Quality Review”); the needed page may be part of that PDF, and you can print just the needed page.

Printing Blank Forms

  • A blank tax form may be printed for a taxpayer who is coming to the site only for advice or assistance with a return that he or she is manually preparing.
  • TaxSlayer doesn’t have an internal process to print blank forms; instead, get them from the Internet:
    • Federal forms are at irs.gov/forms-instructions, which you can get to by clicking “Print Blank IRS Forms” from either the Main Menu page or the Client Search (Office Client List) page.
      • You can use the search box on that IRS page, but it’s better to click “List All Current Forms and Instructions” and use the search box on that page. 

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