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This article demonstrates how to set or update the printer inside the tax software, from the Cloud Client (hosted users). |
Follow the steps below to set the correct printer:
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Ensure you are completely logged out of the Close the tax software.
Select the UP arrow Caret symbol (^)from the System Tray on your machine.
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.
If you don't see the computer icon highlighted below, you are completely logged out. If it is present, 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.
Select Status on the Cloud Client icon to view the selected printer.
If the correct printer is displayed here skip to step 79, otherwise continue to step 6 to set the printer.
Select the Set Printerbutton.
Select the drop-down arrow to view a list of available printers → Select your printer → Save your selection.
your printer from the dropdown list.
Select Ok.
Select yourdesired Tax Year from the Cloud Client.
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Anchor Step-9 Step-9 
You may see this confirmation box.
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Leave this box up until you have logged into the actual tax software.
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FAILURE TO FOLLOW THIS ORDER MAY RESULT IN A INCORRECT PRINTER SELECTION!
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Click Connect
Enter username/password for the cloud.
Enter Tax Software login credentials.
You may now select OK.
Failure to leave this box open until reaching the WIP screen will result in the wrong printer being displayed.
After you are all the way logged into the tax software and on the WIP screen, select OK.
