Change my print copies in ProFile

ProFile automatically selects the forms and copies that need to be printed. You can change the default settings for all client files, or adjust them for a single file at the time of printing.

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Change default print settings for all client files

Use Options > Form Selection to update the forms and copies that print across all your client files.

1. Go to Options > Form Selection.
2. Select a module tab to customize the print settings for that module.
3. Choose a pre-defined print job from the drop-down list.
4. Select which copies (sets) to print by checking (black) or clearing (white) the boxes in the Print these sets row. The number of boxes selected determines how many copies will print.
5. Name your print sets in the top right-hand corner of the dialog box under Set names.
6. Choose which forms to include in each set. You can click form copy boxes with your mouse, or highlight a form name and press numbers 1–5 on your keyboard to select or clear it.

Note: Set 3 automatically includes all forms required for filing with the CRA or a provincial ministry. We recommend you don't change the selection in set 3.

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Change print settings for a single client file

To print a different selection of forms or number of copies for a specific client file, adjust the settings at the time of printing.

1. Go to File > Print.
2. Select [Advanced >>] to display the columns for manual form selection.
3. In the Print these sets row, select each set you want to print (1–5). For each set, you can include or exclude specific forms in the column below.

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Additional print options

• Print jobs can include up to five sets of forms.
• The rows at the top of the dialog determine the format of the forms listed below. Available options vary by module and may include: four per page (to save paper), Review marks, RSI form set (T2), and alternate language printing (TP1).
• You can combine a Print sets selection with a feature such as 4 per page or Review marks.
• If a form has no checkmark in any active set column under Options > Form Selection, ProFile will never automatically select it to print, even if it contains data. Make sure your form selection reflects all forms you want printed when used in a client file.
• To merge print sets, go to File > Print > Print selection and select Merge print sets. ProFile will collate sets of the same name when printing multiple print jobs in the same session.

Need more info? Search ProFile Help under the Help menu using the keyword print.

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