PDF Feature for 2006:
For 2006 Laser Link and TFP have added a PDF feature to our software. Now you will be able to save your forms in a PDF format as you print them. you will be able to print them off in the future, save them to a CD and store them or email them to your clients.
What is a PDF file?
PDF stands for Portable Document Format. It's a distribution format developed by the Adobe Corporation to allow electronic information to be transferred between
various types of computers. The software which allows this transfer is called Acrobat. In order to view and print a PDF file you will first need to download and install a copy of the Adobe Acrobat Reader. To download and
install Acrobat Reader, please visit http://www.adobe.com
Adobe Acrobat Reader may be installed in two different ways.
·As a plug-in to your browser, your PDF documents can be viewed directly in the browser window.
·As a stand-alone program, PDF files can be downloaded and viewed separately.
Why would I want to generate a PDF file?
Creating PDF files is fast and easy. For Example: You want to email or electronically transfer your PDF file via the Internet. This is now the preferred method of generating a PDF
file instead of printing through a PDF printer selection or driver through the print menu. In addition, you are given the option to password protect your PDF file and save it to a location on your hard disk or on a network as
well as view it in Adobe Acrobat.
Generate PDF Options
Generating PDF documents enables your organization to optimize the delivery of professional-looking, compliant documents. This feature, now available in Laser Link
and TFP allows you print your reports to an encrypted PDF file which can also be password protected. Follow the steps below to generate a PDF file.
To generate a PDF from a tax form or a report:
1 On the task
panel select the Forms & Printing section and the Print Tax Forms icon. Use the Current Form drop menu to select the form type to process.
2 At the Printing Tax Forms screen choose the method to select pending forms for print:
3Click the "Begin Print Process" button to access the Print Wizard.
4.Select processing options for any records with errors or warnings at the Confirm Processing screen.
5.Select Printer and Paper Type:
Review the selected printer and change if necessary
Choose your paper type; Preprinted laser forms, Blank stock or Continuous forms
6.Select the copies you want to print.
The Combined Print option, available when printing to Blank stock, prints all
recipient copies and instructions on one sheet of paper
7.Select a sort order to print forms:
8.Select "Yes to preview each selected copy type without asking me
9.Review print summary and if satisfied, click "Print" to begin printing.
Note: As the Print Preview screen loads you will see icons in the upper right corner of the screen. (See image #1 below)
·Make a PDF - converts the print job to a PDF document and prompts you to save this file to a location on your hard drive. The default location (C:\Program Files\Pro99T06\PDF) You may also view a PDF which converts the print
job to a PDF document and then starts Adobe Acrobat to view the file and finally, you can Password Protect a PDF which prompts you to password protect the file before generating it and then allows you to save to a location on
your hard drive.
·Click this button to begin the PDF generation process. The print screen will be displayed and then click ok to be taken directly to the PDF options screen.
In addition you may use the
"Search" feature to search for characters on any of the pages to be printed or use the "Toggle Stay after Printing" feature to keep the tax form or report preview on the screen.
10.When you are finished generating a PDF, indicate if forms are ready to send to the IRS:
Select "I haven't printed my red Copy A yet..." if you are still printing copies of these records.
These records have a pending status and are available for edits and further printing.
Select "I have printed and verified my red Copy A forms..." after printing/approving all copies of these
records. These records are assigned a printed status and are now ready to generate a 1096 transmittal.
11.Click "Finish" to exit the Print Wizard.