To save a PDF copy of a tax return, TSG must first be configured to use an external viewer for PDFs. Then when a return is opened in Adobe Reader a copy may be saved. Note: These instructions require the latest version of Adobe Reader to be installed.

 

Step 1 – Configure TSG to use an external PDF reader:

 

Note: These steps must be performed on all workstations.
  1. Log in to TSG as a user with the appropriate rights.
  2. From the main menu, select Setup and click Printer Setup. The Applications Settings window will open.
  3. Click the Print Options tab.
  4. In the Path field, enter a path to a folder that is accessible to all users (it is recommended to use the TSG installation directory).
  5. In the PDF Printing Options section, place a check in the Use External PDF Reader checkbox.
  6. Click OK to save the changes.

 

Step 2 – Creating a PDF copy of a tax return:

 

  1. Open a tax return to be saved as a PDF.
  2. From the main menu, select Print and click Final Tax Return. The Print Final Return window will open.
  3. Click the PDF button. The tax return will open in Adobe Reader.
  4. From the Main Menu in Adobe Reader, select File->Save As->PDF. The Save As dialog will open.
  5. Browse to the location to save the PDF copy of the return.
  6. Optionally, in the File name field, enter a new name for the PDF file.
  7. Click Save to save a PDF copy of the tax return.