Is there a way mass export all returns for the year to pdf? It's so tedious doing them one by one.

Forum|Forum|3 years ago
October 25, 2022
3 replies
18 views

We like to keep pdf copies of filed returns on our network. Is there an easier way to do this than print to pdf one by one?

ProConnect Tax

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sjrcpa

Level 15

I don't know, but we print to pdf when the return is completed. Most of our clients receive a pdf copy of the return as opposed to paper.

The more I know the more I don’t know.

Accountant-Man

Level 13

Can you batch print anything? Pro Series has a Home Base and we can batch print PDFs(I just did mine).

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tessa-rizickcpasAuthor

Level 2

I don't know - how would I find that (newbie here)? Can you give me the steps? Thanks in advance!

George4Tacks

Level 15

Here are the instructions for How to print a return: https://proconnect.intuit.com/support/en-us/help-article/print-file/print-return-proconnect-tax/L2XKsTdoI_US_en_US?uid=l9prluzs

This is one at a time. Part of the concept is print when you are filing the return, so that you have a copy of what you provided the client. 10 seconds letter the online program may do an update that will change the figures on the tax return. If you try to print the preparer copy at a later time the odds are pretty good it will not match what was filed.

There is no batch print option.

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