Important Notes
Supported Tax Returns
Support: Federal and all State 1040 tax returns.
Not supported: Locality, state-only filings, 1040SR, and US-1040-NR.
Only long-form 1040 returns are supported (1040EZ and 1040A are not).
Required Forms in Tax Return PDF
Federal & State 1040 forms.
Federal Form 8879.
Estimated payment vouchers/payment vouchers (if applicable).
These states require a separate State 8879, even when Federal 8879 is on file: Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Georgia, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Mississippi, New Mexico, New York, Oklahoma, Pennsylvania, South Carolina, Vermont, and Virginia.
PDF Preparation Requirements
Use the native print function of your tax software (do not use a PDF print driver).
Ensure the PDF:
Is not password protected
Has watermarks disabled
Includes the taxpayer’s email address on page 2 of the Federal 1040
Combines Federal and State returns into a single PDF (do not upload multiple PDFs).
ProSeries Setup and Printing Instructions
Print Settings:
Navigate to File > Print Options > General Printing
Ensure that Print Client Copy using darker fonts and the Advanced Options are unchecked
Navigate to Printer, PDF, and DM Setup
Ensure that Adobe PDF is the selected printer for Tax Forms, and uncheck password protect PDF files
Bulk print returns:
You can bulk print returns by holding shift and selecting multiple returns, then clicking the print button
In Print Selected Returns (or Print This Client on an open return) make sure to print the returns with these settings:
See the ProSeries help center for additional instructions.