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Using the new T2 Print Interface

You can review our tutorial video regarding frequently asked questions about the new T2 print interface below:

 

What are the benefits of the new T2 print interface?

The new T2 print interface presents preparers with a cleaner, more streamlined experience that allows for a faster and easier selection of print, archive, and email options.

To which modules does the new print interface apply?

The new print interface is currently available for the T2 2017 and 2018 modules only.

Which ProFile release includes the new print interface?

The new print interface is available in ProFile release 2017.4.7 and later.

How do I get all the print interface options to display?

The new print interface uses “dynamic” menus; this means that only when you select a function (print, email, archive) will the related menu display in the print interface. This helps keep the print interface clean and simple, as you see only the options for the function activated.

How do I activate the new print interface?

Select the “Print Setup” option from the “File” drop-down menu in the top toolbar.

Select the “Enable new T2 print menu” option box and click the “OK” button; the new print interface menu displays.

For full instructions on activating the new print interface, see section “Accessing the New T2 Print Interface” below.

Can I still use the previous print interface?

Using the new print interface is currently an optional experience. Preparers can still find the previous print interface in ProFile.

Select the “Print Setup” option from the “File” drop-down menu in the top toolbar.

Click off the selection of the “Enable new T2 print menu” option box and click the “OK” button; the old print interface menu displays.

Are settings saved in the old printer interface if I make a settings change in the new print interface?

Yes, changes in one print interface reflect in the other print interface. For example, if you select the “Merge Print Jobs” option in the new print interface, that setting saves in the old print interface.

You can review our tutorial video describing access to the new print interface below:

1. Ensure you are using release 2017.4.7 or later (read our support article on how to update ProFile).

2. Open the existing T2 return.

3. Select the “Print Setup” option from the “File” drop-down menu in the top toolbar.

The “Print Setup” menu displays:

PrintSetup_PCG_CA_Ext_61220.png

4. Select the “Enable new T2 print menu” option box and click the “OK” button; the new print interface menu displays:

PrintorEmail_PCG_CA_Ext_61220.png

You can review our tutorial video about job selections in the new T2 print interface below:

The “Job Selection” section allows preparers to navigate between types of returns and assign parameters for print, email, archiving, and language. The “Job Selection” drop-down menu populates automatically with print details based on the open T2 return.

Preparers can select a single return type to print, archive, or email from the drop-down list (e.g. “T2 Paper”):

JobSelection_PCG_CA_Ext_61220.png

Alternatively, preparers can select multiple types of returns to print or email from the drop-down list (e.g. “T2 Paper” and “ATI1”):

JobSelection2_PCG_CA_Ext_61220.png

The details of the selected items displays:

JobSelection3_PCG_CA_Ext_61220.png

The details presented include email, archive, and print options for each item in the return, as well as language preferences and assigned printers.

Preparers can assign a language to each item in a T2 return.

You can review our tutorial video regarding language selection below:

Click the “Language” drop-down menu and make a selection from the options presented:

T2Paper_PCG_CA_Ext_61220.png

The item is assigned the selected language.

You can review our tutorial video about setting print setup below:

1. Click the “Print Setup” link in the “Job Selection” section:

MorePrintSetup_PCG_CA_Ext_61220.png

The “Print Setup” window displays:

MorePrintSetup2_PCG_CA_Ext_61220.png
2. Set the printer and tray settings as required.

3. Click the “OK” button; the printer and tray settings save.

You can review our tutorial video on reviewing forms below:

Under the “Forms” column is a link that displays selected forms for each item:

PrintJobs_PCG_CA_Ext_61220.png

1. Click on a “Forms” link; the “Form Selection” window displays:

User-added image

The list of selected forms displays, including the description of each. The available forms are sourced from the global settings in ProFile.

Note: saving form selections in the new print interface does not alter the global settings but applies only to the specific T2 return.

2. Click the “Save” button to retain the selections.

You can review our tutorial video on PDF options in the new T2 print interface below:

Three PDF options are available in the “Form Selection” section:

User-added image
1. Click a checkbox to activate the “Duplex this set”, “4 per page”, and/or “Print RST/Barcode” options.

2. Click the “Save” button to retain the selections.

Preparers can set the file location and file name for archived forms in the new printer interface:

User-added image

You can review our tutorial video on setting file locations and names for archived PDFs below:

1. Click the “Archive” option under the job selection to access the “Archive PDF Options” menu in the new print interface.

2. Preparers can select two options for archived PDF locations:

  • select the “Same folder as client file” option; this places the PDF in the same folder as the existing client file, or:
  • select the “Specify a folder” option; click the “Browse” button to select a folder for the archived PDF file.

Note: the default archive locations pre-populate from “PDF” tab in “Environment Options” window.

3. Click the “Continue” button to save the selections.

1. Preparers can select two options for archived PDF file names:

  • select the “Same as ProFile tax file name” option; this names the archived PDF with the same file name as the tax file, or:
  • select the “Use Customer” option; use the “+” and “-“ buttons to assign file name parameters such as name, month, day, time, yearend, and more:

User-added image

2. Click the “Continue” button to save the selections.

Preparers can set parameters in the “Email Options” section for email templates and email addresses:

User-added image

You can review our tutorial video regarding email options in the new T2 print interface below:

1. Click the “Email” option under the job selection to access the “Email Options” menu in the new print interface.

2. Select the available email template from the drop-down menu.

Note: email templates source from the designated ProFile “Templates” folder.

The client email address – as set on the return – automatically populates in the “Email Address” field. If no client email address is set on the form, enter the address manually.

3. Click the “Continue” button to retain email settings.

The preparer’s email program opens a new draft email with the template and client email already entered.

The “Additional Information” section of the new print interface allows preparers to manage PDF passwords, set the status of the return after printing, and set several other features:

User-added image

You can review our tutorial video on setting the PDF password below:

1. Click the “Environment Options” link in the section; the ProFile “Environment Options” window displays:

User-added image

2. Navigate to the “PDF” tab to update password settings.

3. Click the “OK” button; the settings save.

Preparers can select the client status of the T2 return after printing has occurred.

You can review our tutorial video on selecting the client status after printing below:

1. Select the drop-down menu for “Status after printing”; the options display:

User-added image

Select the designation; the designated status displays in the “File” properties of the T2 return.

2. Click the “OK” button; the settings save.

Four options are available in the “Additional Information” section:

User-added image
You can review our tutorial video regarding these four options below:

1. Click in a checkbox to activate the “Lock File”, “Embed date in header”, “Merge Print Jobs”, and/or “Keep Selection for this return” options.

2. Click the “OK” button; the settings save.

Note: any activated options save and take effect in both the previous and new print interface for T2.

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