Print Tax Return - Preparer review copy - force Schedule A

Forum|Forum|6 years ago
February 13, 2020
1 reply
12 views

Is it possible to force specific forms / schedules to be included when printing Preparer review copy? Preparer prefers to see the backup to follow the flow of information afforded when, for example Schedule A which is not technically required.

Or am I looking in the complete wrong area of the program to make this occur? Long time user but have never dug deep in Options / Master Options.

And no, review on screen is not an option for this preparer, thanks 🙂

Lacerte Tax

This topic has been closed for replies.

Best answer by George4Tacks

No. Screen 25, 3rd option has a forche Sch A to print, but it will cause it to not e-file.

You can always review on screen and print to pdf. Tedious, but I think the only way to get this extra feel good form.

George4TacksAnswer

Level 15

No. Screen 25, 3rd option has a forche Sch A to print, but it will cause it to not e-file.

You can always review on screen and print to pdf. Tedious, but I think the only way to get this extra feel good form.

Answers are easy. Questions are hard!

User_61Author

Level 7

Thanks.

In 2018 I forced it to print. Each e-File submission came with disclaimer about even if forcing Schedule A it is not being sent to IRS .The returns definitely did file. None bounced for Sch A, even forced.

Bonus - printed client a copy for a mortgage refinance. The Schedule A caused a whole can of worms to be opened at their bank, for no good reason. Whoops-a-daisy!

"Feel Good Form..." I like that 🙂

♫ faint buzzing noise ♪

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