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Printer and PDF output options

Updated: 2018-05-01

print-configuration-options Printer and output options are the same in print sets, in the Print sidebar or in single-form print. The configuration boxes are similar no matter where you view them.

To configure the printer or output for a print set in options, click on the print set you want to configure. It will change to a grey background to show it is selected.

  1. Choose a Printer/Output. This includes:
    • Default Windows printer—Automatically switches printers based on operating system default.
    • PDF—Create a file in PDF format.
    • DoxCycle PDF—Print the tax return back into the linked DoxCycle file.
    • Microsoft XPS—Create a file in XPS format.
    • Any of the other printers installed configured on your machine.
  2. Click the Show more... link to see all options for the selected printer/output.
  3. The list of available options changes depending on the printer/output. Refer to the table below for details on specific options.

Advanced setup
For all printers

Configure printing using your printer's Windows® printer driver. If you use the driver settings, TaxCycle hides options in its print configuration that are already handled by the driver. Click Clear link to revert to TaxCycle's settings. 

After generation
For PDF and Microsoft XPS output formats.

Set what happens after a PDF or XPS file is created:

  • Do nothing—leave the file where it is.
  • Open PDF or XPS for viewing—open the file in the default program set in Windows.
  • Print PDF or XPS—send the file directly to the printer.

Duplex
For printers with duplex capabilities.

Print on one or both sides of a sheet of paper. Long edge creates a stack that turn pages right to left (like a book). Short edge creates a stack that you flip up (like a notepad).

File name
For PDF and Microsoft XPS output formats.

Specify a file name format for output files. Template this format so that it pulls the information from the data in the tax return file.

For example {Name} {ClientNumber} {Year} creates a file name like: John-870xxxxxx-2018.pdf

Click the down button on the field to see possible variables and examples of their use:

Variable Description Sample output
{Name} Client name or company name Paul Marchand
{First Name} Client's first name Paul
{Initial} Client's initial J
{LastName} Client's last name Marchand
{FilingCabinet} First letter(s) of last name or corporation M
{HouseholdName} Household name Marchand, Paul & Tremblay, Pauline
{FamilyName} Family name The Paul Marchand Family
{SuggestedFileName} Suggested file name based on TaxCycle options 2018 Marchand, Paul & Tremblay, Pauline
{Date} Current date. 2018-09-24
{Date: } Current date, specifying the date format mask. This supports traditional date format masks or an example format, using the date January 2, 2003. For example: {{Date: yy-MMM-dd}} or {{Date: 03-Jan-02}} 18-Sep-24
{Short} Current date with a two-digit year. 18.09.24
{Year} Current year. 2018
{YearShort} Current year in two-digits. 18
{Month} Current month. 09
{Day} Current day. 24
{Time} Current time. 1141
{Label} Label for the print set. Client Copy
{ReturnId} Return Id from the Engagement worksheet.  
{ReturnType} Tax return type. T1
{ReturnPurpose} Tax return purpose from the Info worksheet. Filing
{ReturnYear} Tax return year. 2018
{ReturnYearShort} Tax return year in two digits. 18
{ModuleYear} The year of the TaxCycle module. 2018
{ModuleYearShort} The year of the TaxCycle module in two digits. 18
{YearStart} Tax year start. 2018-01-01
{YearStartShort} Tax year start with the year in two digits. 18.01.01
{YearEnd} Tax year end. 2018-12-31
{YearEndShort} Tax year end with the year in two digits. 18.12.31
{ClientNumber} Client Social Insurance Number or Business Number 870001567
{ClientReference} Client Id from the Engagement worksheet.  
{Forms} First three forms in the file. Info, Engagement, T1
{WindowsUserName} Windows user name of the current user. Elizabeth

 

Form colour
For all output formats

Change the form colour that is printed for TaxCycle worksheets (not government forms). Options include:

  • As displayed—with the colour background for the headings.
  • Greyscale—black and white. (For when you don't want to colour on your colour printer.)
  • Reduce toner—no background on headings, so it uses less toner.

Keep forms on separate sheets when duplexing
For all printers

For forms with an odd number of pages, selecting this option leaves the back side of the last page blank so that the first page of the next form does not print on the back of the previous form.

Label
For all printers and output formats.

Enter the text to appear in the header of all pages. By default, this is the name of the print set. Leave this field blank to leave the header blank.

Language
For all printers and output formats

Choose the language in which the forms will print:

  • Taxpayer's language—Print the forms in the language set on the Info worksheet for the taxpayer.
  • English—Print all forms in English
  • French—Print all forms in French

Layout
For all printers

Print one page, two pages or four pages on a single sheet of paper.

Lock after printing
For all printers
Lock the file after printing. See the Data locking help topic.

Overwrite existing file
For PDF and Microsoft XPS output formats. 

If there is a file with the same name in the same location as the one being created, this setting will overwrite the file without first confirming.

Password
For PDF output formats

Set a password for each file. Options include:

  • None—Do not set a password.
  • Last six digits of SIN—Easier to tell your client what the password is.
  • Specify—Enter a password to use.

Paper source
For printers with multiple trays.

Choose which tray to print from. If you want some forms to go to one tray and some to go to another, create a separate print set for those forms.

PDF navigator
For PDF and Microsoft XPS output formats. 

What to show when opening the PDF:

  • Viewer's choice uses the last setting of the PDF viewer.
  • Closed navigator.
  • Open to bookmarks.
  • Open to thumbnails.

Prevent editing
For PDF and Microsoft XPS output formats.

Lock the PDF file so that it cannot be edited. You can still open, view and print the file, but the file cannot be changed.

Print date
For all printers and output formats.

Insert the date in the header of each page.

Print DRAFT watermark
For all printers and output formats.
Print DRAFT watermark in the background of all forms.
Print instructions
For all printers and output formats.
For any form with a separate instructions page, check this box to print the instructions page as well. Clear the checkbox to omit the instructions page.
Print memos
For all printers and output formats.
Print memos on a separate sheet after the form on which they appear.
Print tapes
For all printers and output formats.
Print tapes on a separate sheet after the form on which they appear.
Print time
For all printers and output formats.
Insert the time in the header of each page.
Printer/Output Choose the output for the print set:
  • Default Windows printer—Automatically switches printers based on operating system default.
  • PDF—Create a file in PDF format.
  • DoxCycle PDF—Print the tax return back into the linked DoxCycle file.
  • Microsoft XPS—Create a file in XPS format.
  • Any of the other printers installed configured on your machine.

Printer colour
For printers capable of printing in colour.

For printers capable of printing in colour, choose between greyscale (black and white) or colour output.

Reduce margins
For PDF and Microsoft XPS output formats. 
Narrow the white space around the page.

Save to/Email
For PDF and Microsoft XPS output formats. 

Indicate where to save the output PDF or XPS file. Choose between:

  • Prompt—Ask each time you print where you want to put the file.
  • With tax return—In the same location as the TaxCycle file.
  • Desktop—On the desktop.
  • Other folder—Specify a folder.
  • Email—Select an email template to use and attach the PDF file to the email message. See the Email templates help topic.
  • e-courier—Select an email template to use and attach the PDF file to an e-Courier message. Learn more...
Simplify watermark
For all printers and output formats.
Reduces the detail in watermarks that appear on certain forms like the T1013, T1 Condensed, T1135 and T7DRA. When you enable this option, the watermark is printed in full black—rather than greyscale—to optimize printer resources. This is especially helpful when printing them in large batches.
SIN/BN
For all printers and output formats.

Hide Social Insurance Numbers (SIN) or Business Numbers (BN) in the form header when printing to paper or creating a PDF.

  • Plain text (required for CRA copies)—This displays the SIN/BN in the header printed and PDF copies.
  • Hide for security—Removes the SIN or BN from the header of printed forms.
  • Mask first 6 digits for security—Replaces the first six digits of the SIN or BN with asterisks. For example: ******336

Take snapshot
For all printers and output formats.

Choose the type of snapshot to take when printing this return. See the Snapshots and variance help topic for more information.