Print profiles (definition)

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A print profile is a feature that can save time if you need to repeatedly print the same set of forms or reports for a client. It lets you pre-define the specific reports and forms you will want, in the exact collation sequence, and with the specific print options that you choose (such as the assets to be included and the sort order).

Later, when you are selecting reports and/or forms to print, you can select a profile as if it were a single report.

Notes

  • Profiles are client specific. However, all profiles that are set up in the template are copied automatically to each client you add in Fixed Assets CS. The template profiles are also copied to existing clients who do not have profiles set up. Template profiles can also be copied to existing clients who do have print profiles set up by choosing Tasks > Update Profiles from TEMPLATE. You can also update a client with new and existing profiles from the template by transferring template items to existing clients.
  • If you are licensed for and have installed UltraTax CS, you can choose to include print profiles in the client and/or preparer tax return collation.
  • You can also designate a profile as a batch print profile, which enables you to include the current client when printing reports for multiple clients.

See Creating and managing print profiles.

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