Tax Related Bank Products - Printing A Bank Application
Online · Written guide Content date 1 min read
In an individual tax return being completed in Tax Processors Plus Online, the taxpayer's bank application is included when printing the tax return. See here for further information on printing a return in Tax Processors Plus Online.
If you'd like to print only the bank application, aside from selecting only the bank application pages when viewing the PDF copy of the full return you can also create a print set to print only the bank application. To do this, from the Tax Processors Plus Online Welcome Page select:
- Configuration
- Print Sets
- Click + ADD PRINT SET
- Print Set Name - Enter a name that's meaningful to describe the print set, e.g., "Bank Application".
- In the forms list look for Bank Application, Form 7216 Consent to Disclose, and Form 7216 Consent to Use and for each indicate the number of copies to print.
- Scroll to the bottom of the page and click SAVE.
To print the bank application, from the Tax Processors Plus Online Welcome Page select:
- Client Search - Locate the client whose application you'd like to print.
- Click their Print Options dropdown menu and select the bank application print set.
Additional Information: