Switching to TaxAct Preparer Editions is EASY!

How to create PDFs of last year's returns:

Import data from PDFs of last year's individual (1040) returns prepared by:

• ATX
• CrossLink
• Drake
• ProConnect Online
• Intuit Lacerte
• Intuit ProSeries (Professional & Basic)
• TaxSlayer Pro
• TaxWise
• UltraTax

What data is imported?

Form 1040

• Taxpayer (and Spouse, if applicable) First & Last Name, SSN, and Occupation
• Address - Street, Apt., City, Postal Code, Foreign Country & Province
• Filing Status
• Dependents - Name, SSN, Relationship
• Adjusted Gross Income (AGI)
• Additional standard deduction checkboxes (if TP and/or SP is blind)
• Refund Banking Information
• Third Party Designee Information
• Phone Number

Schedule C (Schedule C-EZ marked with *)

• Taxpayer SSN*
• Principal Business*
• Business Activity Code*
• Business Name*
• Employer Identification Number*
• Address*
• Accounting Method
• At-risk
• Cost of Goods Sold Method
• Ending Inventory
• Descriptions of Other Expenses

Schedule D

• Short-term and Long-term Capital Gain (Loss)
• Line 21 - Loss claimed

Schedule E

• Rental Property Address & Type of Property (all properties)

 Schedule F

• Taxpayer SSN
• Principal Product
• Principal Agricultural Activity Codes
• Accounting Method
• Employer Identification Number
• Descriptions of Other Expenses
• At-risk

Form 2210

• Line 4 - Current Year Tax

Form 2441

• Care Provider's Name, Address, SSN or EIN

ATX

• In Return Manager, check the box next to the client return(s) you want to create as a PDF.
• Click "Returns" in the main menu, then select "Batch Print Marked Returns".
• In the next window, click Printer Setup and select "Adobe PDF" as your printer. Click OK to close the window, then click Print.
• In the next window where you can edit the file location and name, verify that "PDF files (*PDF)" is selected as the "Save as type". Click Save. Repeat this step for each return.

CrossLink for 2017 returns

• Click the Setup menu, then Printer Setup. In Printer Settings, check Prompt for Tax Return PDF, then OK.
• Open the return you want to create as a PDF. Click Print in the toolbar.
• At the bottom of the Print window by the text "Create PDF copy of the Tax Return" Click PDF.
• The PDF will open in a new window, Save the file with the name and location of your choice.
• Repeat steps 2 and 4 for remaining clients.

CrossLink for 2016 returns

• Click the Setup menu, then Printer Setup. In Printer Settings, check Prompt for Tax Return PDF, then OK.
• Open the return you want to create as a PDF. Click Print in the toolbar.
• At the bottom of the Print window, click Create PDF copy of the Tax Return. Click Print.
• Repeat steps 2 and 3 for remaining clients.
• Press F2 to go to main screen. Under Printing Queue, select "Tax Returns" to view all clients ready for printing.

CrossLink for 2015 returns

• Click the Setup menu, then Printer Setup. In Printer Settings, check Prompt for Tax Return PDF, then OK.
• Open the return you want to create as a PDF. Click Print in the toolbar.
• At the bottom of the Print window, click Create PDF copy of the Tax Return. Click Print.
• Repeat steps 2 and 3 for remaining clients.

Drake

• From the main screen, select Print in the toolbar.
• In the Return Selector window, check the box next to the client return(s) you want to create as a PDF. Click Print.
Select the client forms, worksheets, etc. for which you want to create PDFs. Click Next.
• Select "Adobe PDF" as your printer. Click Print. Edit the file location and name if desired, then click Save.
• Repeat steps 3 and 4 for remaining clients.

Intuit Tax Online

• Open the client return you want to create as a PDF and click the File Return tab.
• Click View/Print Return PDF on the left navigation panel under "Print".
• Right click on the blue "View Return PDF" button and select "Save link as...". Edit the file location and name if desired, then click Save.
• Repeat the above steps for remaining clients.

Intuit Lacerte

• On the Clients tab, select the client return(s) you want to create as a PDF. Click Print in the main menu.
• Select Tax Return from the drop down menu.
• In the Print Tax Return window, verify "Complete return" is selected.
• Select File (PDF) in in "Return Options" section, then click OK.
• Edit the file location and name if desired, then click Save.

Intuit ProSeries Professional

• From Homebase, select the return(s) you want to create as a PDF. (Use SHIFT to select blocks of returns and CTRL to select multiple returns.)
• Click the File menu, then Create PDF File.
• Verify that File (PDF) is checked in the Print area, and check the Filing Copy Forms box
• Click Print.

Intuit ProSeries Basic

• From Homebase, select the client return to create as a PDF. Click the File menu, then Print.
• In the bottom right corner of the Filing Copy tab, click Create PDF.
• Repeat the above steps for remaining clients.

 TaxSlayer Pro

• In the main menu, click Print Returns, then select "Option 1: Print: Individual returns."
• Check the box next to each return you want to create as a PDF.
• Select number of copies in the print option box. Click OK.
• Choose "Adobe PDF" as your printer, then click OK. (Your files will be saved in the "Printer Port".)
• Enter a file name and click Save.

UltraTax CS

• From the file menu, click Print Returns,
• Check only the third checkbox next to the drop down box reading: Preparer copy with field masking or Preparer copy.
• Select Preparer copy from the drop down box next to the checkbox.
• Below check only: PDF to file and on the bottom click the Assemble button.
• Click Open Target Folder. This will take you to where your PDF file was saved.

TaxWise

• From the File menu, click Print, then select "Print Return(s)".
• Check the box next to each 1040 return you want to create as a PDF. Click OK.
• In the Print pop-up window, make sure "File Copy" is selected, then click the Print to PDF button on the right.
• Modify the file prefix and location where you’d like to save to if desired. Click OK.

TaxWise for 2015 returns

• From the File menu, select Classic Print: Classic Print Returns.
• Choose Username in the drop down box.
• Check the box next to each return you want to create as a PDF.
• Select number of copies in the print option box. Click Print to PDF.
• Select a prefix and Save.

H&R Block Desktop

• From the File menu, select Print then Click Print
• Enter a file name and click Save.
• The Quick Convert® process is complete, review and edit the imported information. To complete the import, click "Continue". To cancel the import of a return, click "Cancel".