Custom print sets

If the default of printing one copy of each form, schedule, worksheet, statement, scratch pad, and client letter does not meet your business requirements, you can create a custom print set for your Federal forms.

To create a custom print set, 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.

  1. Click General Settings.
  2. Click Print Sets in the Administrator Settings.
  3. Click Create Custom Print Set.

  1. Enter a name for your Custom Print Set.
  2. Select a template from the drop-down list that you would like to base your custom print set off.
  3. In the Available Forms window, select the form(s) you would like to print.

You can select a range of forms by holding the Shift key while selecting.

  1. Move the selected form(s) to the Selected Forms window by clicking the Add > button..

Once the desired 'set' of forms is displayed in the Selected Forms window, you can determine how many copies of each form to print by selecting the form(s) and clicking +1 Copy to add copies or -1 Copy to subtract copies. You can also change the print order of your forms by selecting the desired form(s) and clicking or to move the selected form(s) higher or lower in the print order.

  1. When you have determined which forms and how many copies of each are to be printed in which order, click Done. You can then create more print sets for Federal forms or move on to creating State Print Sets. When finished, click Save and Close.

The Print Sets dialog will now show another option for printing:

The ERO Defined custom print set can be edited at any time by clicking the Edit button.

See Also:

Administrator settings

Print sets

State print sets