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TippecanoeCPA
Level 3
August 7, 2023
New

Partnership & Trust returns printing to SmartVault

Related products:ProSeries
  • August 7, 2023
  • 2 replies
  • 9 views

Should be able to print to SmartVault from all tax programs.  Partnerships & Trusts most often do not work giving errors.  Solution is to print to PDF, navigate to ProPDF, choose the file & save it to SmartVault.  Many unneccessary steps.

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    2 replies

    Skylane
    SkylaneIntuit Community Champion
    Intuit Community Champion
    August 7, 2023

    If you go into the Print center/Printer,PDF, & DMS setup, you can change the path from ProPDF to wherever you'd like. 

    If at first you don’t succeed…..find a workaround
      T
      TippecanoeCPAAuthor
      Level 3
      August 8, 2023

      Yes, my ProSeries is already connected to Smart Vault.  However, printing to SmartVault does not work from Partnerships & Trusts.  We get errors & then have to do the extra "save to PDF.... All other tax returns print just fine.  Have discussed this with Tech Support.

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