Printing the completed Form 8621s portfolio that includes the client’s information

PDF DocumentWe are bringing the option to print forms containing the client information that was only available on the server program to the cloud.

You no longer need to edit the completed PDFs to include the client’s name, address and SSN, now you can print form 8621s that include the client information. With this new function we also eliminate the need to print each forms separately. With a simple click you can now print the whole completed form portfolio that is ready to be attached to your client’s tax return.

See the how-to guide at for this new exciting feature.