Updated: 2021-01-11
Printer and output options are the same in print sets, in the Print sidebar or in single-form print. The print configuration boxes are similar no matter where you view them.
Printer settings are stored in local options or Options Profiles. To change the location where they are stored, see the Printer Settings help topic.
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.
Advanced setup |
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 XPS output formats. |
Set what happens after a PDF or XPS file is created:
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Create one file for each slip recipient For PDF and XPS output formats. |
When generating a PDF or XPS file, separate the slips into separate files so that they are easy to distribute to recipients. |
Complete tasks For all printers and output formats. |
Complete up to three workflow tasks upon printing. See the Workflow groups and tasks help topic to learn more about customizing workflow. |
Date in header |
Insert the date in the header of each page. |
DRAFT watermark For all printers and output formats. |
Print DRAFT watermark in the background of all forms. |
Duplex |
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). |
Email |
Indicate how to send the PDF file. Choose between:
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File name |
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. |
Form colour |
Change the form colour that is printed for TaxCycle worksheets (not government forms). Options include:
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Keep forms on separate sheets when duplexing |
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. |
English label |
Enter the text to appear in the header of all pages when printing in English. When possible, this defaults to the name of the print set. Leave this field blank to leave the header blank. |
French label |
Enter the text to appear in the header of all pages when printing in French. When possible, this defaults to the name of the print set. Leave this field blank to leave the header blank. |
Instruction pages 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. |
Language |
Choose the language in which the forms will print:
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Layout |
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. |
Memos For all printers and output formats. |
Print memos on a separate sheet after the form on which they appear. |
Message |
Choose a cover email message to use and attach the PDF file to. These are email templates. |
Overwrite existing file |
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. |
Page order |
Choose to print either in the standard order or in the reverse order. |
Paper source |
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. |
Password |
Set a password for each file. Options include:
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PDF navigator For PDF and XPS output formats. |
What to show when opening the PDF:
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Prevent editing |
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 as appears on screen |
Print the form so it includes all the content you see on screen. This may also hide other content that is usually only available in the printed version. DO NOT use this forms printed this way to send in to tax agencies and they do not meet the certification and approval requirements. |
Printer colour |
For printers capable of printing in colour, choose between greyscale (black and white) or colour output. |
Publish to SlipSync |
Publish slips to SlipSync to share slips with other returns. Choosing a federal slip name also publishes the associated Québec RL slip(s) when available. |
Quality |
Choose the quality of the print out: normal, draft, superior. |
Reduce margins For PDF and XPS output formats. |
Narrow the white space around the page. |
Save to |
Indicate where to save the output PDF or XPS file. Choose between:
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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.
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Slip file name For PDF and XPS output formats. |
This field appears when you check the box to Create one file for each recipient. Similar to the File name field, it allows you to select variables for the naming of individual slips. This list includes variables for the Slip Issuer. Note that any variables that reference the "Client" will use the recipient information. For example, Client SIN or Business Number, will insert the SIN or Business Number of the slip recipient rather than the slip issuer. |
Take snapshot |
Choose the type of snapshot to take when printing this return. |
Tapes For all printers and output formats. |
Print tapes on a separate sheet after the form on which they appear. |
Time in header For all printers and output formats. |
Insert the time in the header of each page. |
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