Printing or previewing reports or forms

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  1. Choose File > Print.
  2. In the Print dialog, click the Reports tab.
  3. From the drop-down list in the first field, select the first type of report you want to print (Tax, Book, state, AMT, ACE, Comparative, or other) and then double-click each report you want to print to move it to the Selected pane. Repeat this step for each type of report you want to print.
  4. Click the Forms tab and double-click each form you want to print.
  5. Click the Custom tab and double-click any custom reports you want to print.
  6. Click the Profiles tab and then double-click any profiles you want to print.


    • Any print profiles that you set up for the template may be available in this tab. If there are print profiles that you set up for the template that are not available in this tab, transfer the profiles to this client.
    • The last print job that you printed for this client is listed in the Profiles tab as *Most Recently Printed. Double-click this profile to reprint the last print job.
  7. Click the Printer button and choose the printer you want to use from the Printer drop-down list, then click OK.
  8. Click the Preview or Print button. The reports display or print in selection order.

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