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Changing The Date That Prints On The Tax Return

Desktop · Written guide Content date 1 min read

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In Tax Processors Plus Desktop, there are two ways you can change the printed date that appears on tax forms.

Changing an individual tax return

If you are working in an individual tax return and want to change the date that prints on tax forms, from the Main Menu of the tax return (Form 1040) select:

  • Personal Information
  • Other Categories
  • Print Date - Enter the date you would like to print on the tax forms.

Configuring the default date to print

To select the default print date for all returns, from the Quick Menu of Tax Processors Plus Desktop select:

  • Configuration
  • Printer/Copies Setup
  • Advanced Print Setup
  • Date Printed on Forms for Preparer and
    Date Printed on Forms for Client(s) - Each of the two date menu items have three options to choose from:
    • Process Date - The date the return was marked complete.
    • Current Date - Today's date, i.e., the PC's date, visible typically in the Windows taskbar on the right-hand side.
    • Leave Blank - Don't print a date.