Printing a Return or Slips in Pro Tax

Pro Tax lets you print most forms and slips used. You can also customize your print jobs to make them work better for you. Use the table of contents to find specific information related to printing.

Print sets

Print sets let you edit how forms and letters are printed and presented from the print job. You can find print sets by going to Tax Settings and selecting the Print tab.

Choose your print job from the Print sets dropdown. You can unselect any forms you don’t want to print, or drag them to change the order.

Printing forms or letters

To print a specific form or letter in a return, go to the form or letter and select the Return actions dropdown. Next, print this form or letter.

Printing returns

For all modules, a return can be printed by going to the Return actions dropdown, and then selecting Print return.

For T2, you must electronically file in Pro Tax. Printing a return for paper file to the CRA isn't supported. You can still print a return for your client or your records.

In FX, the only return supported for printing is the T3010.

Printing slips

To print slips for FX or T3, go to the Return actions dropdown and Print slips.

1. Select the state of the slips you're printing (original, amended, cancelled).
2. Select your slip type.
3. Select the employees you want to print slips for.
4. Select the type of slip copy you'd like to print (CRA, client, your copy).
5. Select Print.

Note: You can password protect your clients' slips, but this is optional.