The Print Center offers multiple printing options in one convenient place. Multiple documents can be printed in one job. The Print Center also consolidates the printing of client returns, organizers, consent forms, labels, and blank forms.

You can access the Print Center in any of the following ways:

• Select any Print command under the Preparer top menu.
• From within a return, click the Print button found in the toolbar under the main menu.
• From within a return, click File > Print Client Return

From within the print center, you can print:

• Consent forms
• Invoices and billing statements
• Reports
• Client returns
• Client labels
• Client organizers

Print Consent Forms

TaxAct’s bank partners require taxpayers to sign an agreement document before transactions can be processed. To print the document(s) with client returns:

1. Click Preparer > Print Consent Forms.
2. The Print Center window opens.
3. Click the Consent Forms tab.
4. Select the Client and Bank.
5. Enter the desired number of copies, then click Print.

Print Invoices and Billing Statements

To print an invoice or billing statement from the Client Reports tab:

1. From within Client Manager, select a client and right click.
2. Click Print and then select the desired report.

Print Reports From Preparer Menu

1. From within Client Manager, select a client and right click.
2. Click Print and then select the desired report.

You can print any of the following reports in the Print Reports menu:

• Adjusted Gross Income
• Average Client Fees
• Billing
• Client Manager
• Contact List
• Mailing List
• Practice Summary
• Self-Employment
• Update Summary
• 202Y Federal Estimated
• Tax Payments
• Custom Reporting – Choose this option to select which clients and information fields you’d like to export to a CSV file. To change the display order, click the appropriate field name within the Fields Included box. Then click on Move Up or Move Down until the fields are in your preferred order.

Client Returns

See Printing Client Returns for detailed instructions.

Client Labels

See Print Client Labels for detailed instructions.

Client Organizers

See Print Client Organizers for detailed instructions.