This article demonstrates how to set the printer inside the tax software, from the Cloud Client.
Follow the steps below to set the correct printer:
Ensure you are completely logged out of the tax software.
Select the UP arrow in the bottom right corner of your computer by the date and time.
If you don't see the computer icon highlighted below, you are completely logged out. If it is present, right click the icon with your mouse and choose Disconnect All Connections.
Select Status on the Cloud Client icon to view the selected printer.
If the correct printer is displayed here skip to step 7, otherwise continue to step 6 to set the printer.
Select the Set Printer button.
Select the drop-down arrow to view a list of available printers → Select your printer → Save your selection.
Select your desired Tax Year from the Cloud Client.
You may see this confirmation box. If so, leave this box up until you have logged into the actual tax software.
DO NOT SELECT "OK" UNTIL YOU ARE ACTUALLY LOGGED INTO THE CLIENTS USER
FAILURE TO FOLLOW THIS ORDER MAY RESULT IN A INCORRECT PRINTER SELECTION!
Click Connect
Enter username/password for the cloud.
Enter Tax Software login credentials.
You may now select OK.
