To print a client return or forms, you must have the TaxAct program and return file on your computer. If you no longer have the return file, contact the IRS at 1-800-829-1040 to request a copy. TaxAct does not retain copies of returns that were prepared and e-filed with the TaxAct Desktop program.

The print process will generate a Portable Document Format (PDF) file which can be viewed, printed, or saved. You must have Adobe Acrobat Reader installed.

Print a Client Return

Before printing, make sure to set your printer preferences by following these steps:

• Click File > Print Setup.
• Select printer and modify property settings if needed (default printer settings will generally allow you to successfully print documents from TaxAct), then click OK.

When printer preferences are set, continue with printing.

Print From Print Center

1. Click Preparer > Print Returns. This will open the Print Center window.
2. Click the Client Returns tab. Select the return(s) to print or click Select All to print all returns at once.
3. Enter quantities for each desired document.
4. Click Select States or Select Reports to print related materials, then click Print.

Print From Within a Return

1. From within the TaxAct return, click File from the menu bar at the top of the screen and select Print Client Return from the dropdown menu
   • To print select forms, worksheets, or schedules, select items on the Custom tab
2. Enter the desired number of copies in the Filing Copy field, then click Print
   • Click Select Printer to open the Print Setup window and select a printer (optional)
3. Select desired settings, then click OK
4. Click Print

Print From Client Manager

1. Click Preparer from the menu bar at the top of the screen and select Print Returns from the dropdown menu
2. Select the client return from the list of clients
3. Enter the desired number of copies in the Filing Copy field, then click Print
   • Click Select Printer to open the Print Setup window and select a printer (optional)
4. Select desired settings, then click OK
5. Click Print

Related Links

• Access Current or Prior Year Return
• How to Mail a Paper Return (Paper File)
• Watermark – “Not for Filing”
• Watermark – “Do Not File Client Copy”
• Printing Your Return and Individual Forms – Individual
• Printing Your Return and Individual Forms – Mobile App