Batch Print/PDF

Updated: 2020-07-22

  1. Set up your Client Manager. See the Client Manager setup help topic.
  2. Press F3 to open the Client Manager.
  3. Find files to add to the batch. Type a keyword in the Search box, and/or select filters in the Quick Searches sidebar to narrow the results. See the Search, Quick Searches and Custom Filters help topics.
  4. In the List returns view, check the boxes in the column at the far left to add to batch. Or, to check all boxes in this column, check the box in the heading of the column. See the Views help topic to learn more. Add to batch from list view
  5. In the Client card view, check the box next to the file name in the preview to add a file to batch. See the Views help topic to learn more.
    Add to batch from the client card view
  6. When you have selected all the files you need, click the batch box to go to the batch screen.
    Client Manager batch box
  7. Select Print from the Batch operation drop-down list.
  8. To remove a file from the batch, click the check box next to the client name.
  9. Check the standard batch options you need, including:
    1. Export the results of the operation to Microsoft Excel®.
    2. Hide files that are ineligible for the selected operation.
    3. Clear the batch of files upon completion. (Do not check this if you want to see results in the table underneath.)
  10. On the right, enter the form name or print set name for each file you want to print, separated by a semi-colon. For example:
    1. If you want to print the client letter for each T1 return, enter CLetter. This will print the client letter using the settings saved for printing a single copy of this form. See the Print/PDF a single form help topic on page to learn how to set up single form printing.
    2. If you want to print the entire Client Copy print set, enter Client Copy. TaxCycle will use the print settings for this print as set in options. (This includes any options to print to generate PDF.) See Print/PDF options help topic to learn more about setting up print sets.
  11. If you want to print the form or print set for just the principal taxpayer in coupled or family files, check this option.
  12. Click Start.
  13. Wait while the Client Manager prints a label for each file. The Status column updates with the results after printing.

Batch print from the Client Manager