print ot pdf file HOW

[ljwalters]

In previous years you could choose to print to pdf file. I can't figure out how to do that this year. I remember reading about it on this site earlier in the season but can,t seem to find it now.

Linda

[Margaret CPA in OH]

In the print manager there should be a list of all your printers. Unfortunately the only one that now shows for the client copy is the ATX pdf printer. What I have been doing is printing the client forms on that one and selecting the copy (with watermark) to print on my Adobe Pro. I then save the client info and insert into the Adobe pro copy then save that copy and discard the ATX pdf.

Because most of my clients are electronic, the only client forms I print to send them for review are the 8879, summary and comparison and the efile deposit or payment info to confirm. All else is client copy with watermark. I send as encrypted email attachments. They review and sign and return 8879 and have their copy already. When accepted, I mail the letters, 9325 and my invoice with any original documents (few because most fax to me). Any faxed documents are already pdf as that is how my fax machine is set up; originals have been scanned as pdf's. No paper unless an original W-2 appears and I keep the fed copy as well as the signed engagement letter. Works for me.

[Catherine]

If you have a "pdf printer" on your machine (Adobe, PDF 995, other), it should show up in your printer list.

Choose that printer FIRST (changing the printer after checking all your boxes resets those boxes to default -- very annoying; ask my how I know...), check your form boxes, print. You'll get a pdf print box asking for where to save file and what to name it.

[ljwalters]

Found it thanks