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Intuit

Printing forms and slips in the FX module

Print Options

1. Open the form or slip to be printed.

2. Select the “File” drop-down menu from the top toolbar.

The list of print options displays:

User-added image

3. Select one of the four print options available from the FX module:

Option

Allows

Does not Allow

Details

Print…
  • printing of hardcopy forms (e.g., charity return, T5013 forms, etc.)
  • printing of PDF forms
  • slips will not display under this option
  • Option “A” in the “Print” menu applies to the “Print…” option only. This option applies to users who want to change the printer output to another printer.
Print/Email PDF…
  • printing of hardcopy forms (e.g., charity return, T5013 forms, etc.)
  • printing of PDF forms
  • slips will not display under this option
  • recommended way to print PDF for forms
Print Slips…
  • printing of hardcopy slips (e.g., T4 or T5)
  • slips will only show if they are in use here
  • forms will not display under this option
  • Option “B” in the “Print” menu applies to the “Print Slips…” option only. This option applies to users who want to change the printer output to another printer.
Print Slips PDF…
  • printing of hardcopy slips  (e.g., T4 or T5)
  • slips will only show if they are in use here
  • generating of PDFs
  • forms will not display under this option
  • This option is the recommended method for printing PDF for slips.

Troubleshooting Hardcopy Printing

Issue: Forms are cutting off, printing a blank page, or not printing at all

If you are using the “Print…” option for printing hardcopy slips but some forms are cutting off, printing a blank page, or not printing at all, this may be due to slips official size conflicting with the printer settings.

Resolution

1. Select the “Print Slips PDF…” option from the “File” drop-down menu in the top toolbar.

2. The “Print Slips” window displays:

User-added image

3. Select the slips to be printed.

4. Click the “Build PDF” option; the PDF builds.

5. Select and open the PDF.

6. Select the “Print” option from the “File” drop-down menu.

7. Click the “Fit” button; this ensures the PDF fits on the page size selected.

8. Click the “Page Setup…” button; select the correct page size (e.g., 8.5” X 11”).

9. Click the “Properties” button; set the printer to the correct page size (e.g., 8.5” X 11”):

10. Click “OK” to save the settings.

Note: the preview window on the print dialogue displays how the document will print.

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