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This article demonstrates how to set or update the printer inside the tax software, from the Cloud Client.


  1. Close the tax software.

  2. Select the Carrot from the System Tray on your machine.

    1. This is typically in the bottom right corner of your computer by the date and time, but could be elsewhere if you have moved it.

      image-20241021-202737.png


  3. If you see the RemoteApp Icon (looks like a computer), right click the icon with your mouse and choose Disconnect All Connections. If you do not see this icon, continue to the next step.

    image-20241021-203755.png


  4. Select Status on the Cloud Client.

    image-20241021-204433.png

  5. If the correct printer is displayed here skip to step 9, otherwise continue to step 6 to set the printer.

  6. Select Set Printer.

  7. Select your printer from the dropdown list.

    image-20241021-210511.png

  8. Select Ok.

    image-20241021-210606.png


  9. Select yourdesired Tax Year from the Cloud Client.

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    Step-9
    Step-9

    image-20241021-210724.png

  10. You may see this confirmation box. Leave this box up until you have logged into the actual tax software. Failure to leave this box open until reaching the WIP screen will result in the wrong printer being displayed.

    image-20241021-212037.png

  11. After you are all the way logged into the tax software and on the WIP screen, select OK.

    image-20241021-211903.png