Print sets

TaxWise Online allows you to print a pre-defined set of forms every time a printing job is performed.

To determine print sets, use the following steps:

1. Log in as the Admin or a user with the Administrator role.
2. Click your name on the top right of the screen and select Settings.
3. Click General Settings.
4. Click Print Sets in the Administrator Settings

There are three default settings:

• Primary Forms - prints completed federal and state forms excluding main information, interview sheet, and other worksheets.
• Completed Forms - prints all completed federal and state forms.
• Signature Forms - prints the federal signature forms.

5. Select the check box(es) next to any, all, or none of the print sets desired.

The Admin or a user with the Administrator role can also customize federal or state print sets. See the Custom Print Sets and State Print Sets sections for detailed instructions.