Saving a Return Locally In Order to Print (For hosted users prior to tax year 2022 and RemoteSign)

Thin PDF is not functional in any tax years prior to 2022. If you are experiencing delays in printing in tax year 2021, use the following instructions to save the return locally and print.

1. Open the tax return you would like to print. If you are an entire copy of a previously filed tax return, skip to step 13.

2. Ensure the return is Verified Successfully. 

3. Select the Print menu option from the Tax Return Toolbar.

4. Select the SignDoc button from the print options window.

5. STOP!!!DO NOT select OK, yet! You MUST navigate to the CTTS Client to complete the signature.

6. Select Remote Req (Remote Request).

7. This will open the Cloud Remote Request Queue with the Remote Request you initiated in Step 4 above.  Select the remote request you would like to sign at this time, then choose Select.

8. Capture the signature(s) using a pre-installed signature pad or on-screen capture.

9. Close the Cloud Remote Request Queue.

10. Minimize the CTTS Client.

11. Select, OK.

12. A pdf copy of the return will auto populate. Close this PDF.

13. Open the Document Archive.

14. Select and open the version of the return you would like to print.

15. Select Save.

16. Select OK on any pop up messages.

17. Select This PC.

18. Select the location you would like to save to (X: Drive, H: Drive, C: Drive)

19. Ensure you named the file and save.

20. Navigate to the location you saved the file to. Print like normal.