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Advanced Print Setup Menu

To access the Advanced Print Setup Menu in Taxx Savage Pro: 

  • Go to the Main Menu
  • From the menu, select Configuration
  • Proceed to Printer/Copies Setup 
  • Select Advanced Print Setup 

Create Form 1040-V on a Balance Due Return - In case this is set to Yes, whenever there is a balance due on the return, Form 1040-V will always be generated. A couple of extra options have the entire amount due print on the voucher or to leave the payment amount blank in order for the preparer to key in the amount they want. In case it is set to No, you can manually generate Form 1040-V in the return of the client. 


Print Supporting Notes with Tax Return - in case it is set to Yes, all supporting notes included in the tax return will be printed together with the return. (Regardless of whether it is set to Yes or No, you can print Supporting Notes through the View Results option within the Return.)


Allow Printing of Return from View Results - Out of date. This feature is in the Preparer Security. 


What will Form 8453/8879 Print for ERO SSN - There are three available options to choose from, that will print in the ERO or Preparer section on the Federal or StateForm 8453: these re the SSN/PTIN, the ERO SSN/PTIN or you can leave the field empty. 


Form 8879 will Print for ERO signature - There are six available options for this: Both ERO as well as the names of the Preparers, ERO Name Only, Preparer Name only, the ERO Contact Name Only, the ERO as well as ERO Contact Names and lastly, you have an option of leaving the field blank. 


Print Preparer Name o Form 1040 - Set this to YES so as to have the name of the preparer included in the “Paid Preparer” section of Form 1040. To have this section left blank, select NO. 


Date Printed on Forms for Preparer - There are options on this: The Process Date, Current Date or you can leave the field empty. 


Date Printed on Forms for Client(s) - There are three options on this; Process Date, Current Date or you can leave the field blank. 


Print Client Phone Number on Return - Select YES to have the phone number of the client printed on the “Daytime Phone Number” line of Form 1040. 


e three options for this: Process Date (this is the date on which the return was marked complete), Current Date or the field can be left empty. 


Date Printed on Forms for Client(s) - There are three options for this: Process Date, Current Date or the field can be left empty. 


Print Client Phone Number on Return - In case you select YES, the phone number of the client will be printed on the “Daytime Phone Number” line of Form 1040. 


Default Third Party Designee to - There are three options for this: Preparer, Enter Designee, or leave the field empty. Should you select Enter Designee, the name, PIN and phone number of the default designee will have to be entered. (Note: Third party designee assigned to a return can be altered in the Personal Information > Other Categories ection of a return). 


Print Client Copy of 1040 Estimates - Should this be set to YES, a second copy of the Form 1040-ES vouchers on one page will be created with Client Copy - Do Not Send To IRS displayed on the page. 


Pull W-2/1099-R Question Default - The question, “Do you want to pull forward previous year W-2/ 1099-R information?” can be answered either as Yes or No or it may be skipped. 


Ask to Print when Return Completed - In case this is set to YES, it will be required of the preparer to print the return as soon as it is marked complete. In addition, in case you select YES, you will have the ability to specify whether the preparer selects Yes to printing, or no option can be specified then the preparer is able to make a choice of the print option when the return is marked complete.  


Always Print SE Long Form - In case this is selected to YES, the Schedule SE Long Form will print in lieu of the Short Form. 


Print Preparer Fees on Client Form Listing Summary - In case it is set to Yes, the preparer fees will be printed on the Client Form Listing Summary. This is only on the completed returns. 


Always Print Schedule A - In case this is set to YES, Schedule A will print for all taxpayers attempting to itemize, regardless of whether the standard deduction is claimed. In case it is set to NO, Schedule A will only print in case the taxpayer claims their itemized deductions. 


Print Only Completed Returns - In case it is set to YES, the returns marked complete wil be the only ones printed from the Print Menu in the Main Menu of the program. In case it is set to NO, both compkete and incomplete returns will be printed from the Print Menu. 


Print ERO and Preparer Info on File Copy Returns - In case it is set to YES, the information of the ERO and Preparer will be printed on returns with the watermark “File Copy”.