Return print sets customize the conditions in which documents print for each tax product, tax authority, and copy type. Return print sets can also determine the order in which documents print and suppress the printing of documents. The system includes a default return print set. You can create custom return print sets for your firm. You can also save the default as a new return print set and edit as needed.

Clients assigned to an organizational unit with a selected return print set inherit that return print set when creating tax returns.

Prior year print sets are carried into the next year. If there is an existing print set with the same name in the next year as in the prior year, the prior year print set is not carried forward. Print set names must be unique within each tax year.

Note: For more information, go to our article on configuring return print sets.