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Saving Returns as PDF's


  1. First thing to do is to login to your web based software. Once logged in go to tax returns.

  2. Next you will want to click on print returns.

  3. When you click on print returns it will pull up all of your returns. Select the one you want. Unfortunately at this time you can only creat on PDF at a time. When creating multiple PDF's it will not work properly.


  4. Once you have selected the return you can then click submit in the bottom right of the selection screen.

  5. After this it will say that the return is ready to be printed.



  6. Now you will be taken to another screen where it will tell you that it is generating the PDF. You will have to wait a few seconds while it shows in que.


  7. Leave this screen open as it will switch and say get document. When this happens you want to go ahead and click on that link.


  8. When clicking on that link it should open a new tab in your browser. If it does not, it is most likely due to not allowing pop ups for the site. If you have a little emblem with a red x, you will want to click on that to allow pop ups for this site.



  9. If your pop up wasnt blocked you will now be able to see the new tab that will have your selected tax return. If it doesn't load right away, be patient it will generate after it load the information. Simple click on the download arrow to save it to your computer.



  10. After this you want to select where you want the file to be saved. once that is done click save. Now you have saved a PDF to your computer.



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