PRINTING PROCEDURES

Post date: Jan 23, 2018 6:54:36 PM

PRINTING PROCEDURES

1. Once you click the Continue with Signatures a page will come up with the word CONTINUE at the top. Click CONTINUE and then click FINISH.

2. The first time through is for our signatures.

3. After completing our signatures the page will come up requesting a checkmark in a box for AGREEING TO USE CELECTRONIC RECORDS AND SIGNATURES. Click that box and then click CONTINUE.

4. Client will now sign and initial when prompted.

5. When done signing Click FINISH.

6. On the next page Click CLOSE either at the top or bottom of the page.

7. The print package will automatically begin.

8. From this first Client packet that prints:

a. Take the Bookkeeper Invoice out and put it on the side.

b. Take the Send-a-Friend and Invoice pages and put them at the back of the packet that just printed. Client copies will have a C at the top.

c. Take the Office Invoice and put it with the Bookkeeper Invoice.

9. Click PRINT OFFICE COPY for the second packet:

a. Take the OFFICE INVOICE AND BOOKKEEPER INVOICE and put it on top of this packet.

b. All Source documents can go between the invoices and office packet copy. Office copy documents will have an O at the top.

10. Click NEXT. Click MARK RETURN COMPLETE. Click box to close the return.

11. Click-FILE-PRINT

12. Select the Copies You Want to Print. Select Taxpayer Copy. This print packet goes on top of the Client Packet you first printed. Two packets in the end. One for the office and one for the client. The office copy should not contain 1040’s and or copies of the return, only necessary signatures pages.

13. Keep it Simple and Short.