1040-SR (Desktop) | PaperCut

Owned by Sigma Tax Pro
Last updated: Feb 14, 2024
3 min read

PaperCut is a tool that can help you transition to a paperless office by allowing them to store tax documents electronically. This can help save money by reducing the need for paper, toner, and storage costs. PaperCut helps you keep almost all of their tax documents in digital form, rather than printing them out.

 

Tax Returns:
When you exit a tax return, or select 'Print Return', you will be prompted with a question that reads:
'Do you wish to print the return to PDF?'

  • If you select 'YES', it’ll ask you which print option to send to PDF
    Choose how many copies depending on your need:
    i.e.: One copy, two copies, etc...

  • Once you choose how many copies, a PDF version will be generated and it will pop-up on the screen, usually on Adobe Acrobat (if you have it installed), and the PDF will be saved in the Tax Returns folder located on your hard drive

To access these PDF files, select Tax Returns

  • A list of PDF returns will display on the screen, select the SSN of the client you want to get the PDF files of.

  • Doubleclick the file name to open the return or document in Adobe Acrobat (or any PDF reader you have)

 

Reports

 

Master: Management Reports consists of Master reports and Client reports. These reports are generated from the 'Reports' menu of TaxSlayer Pro, and will be categorized by type of report and date generated.
E-File: All of the E-file Reports such as the Returns to be Sent Reports, Transmission Confirmation Reports, Acknowledgements, and Bank Reports will automatically save to the E-File Reports section of PaperCut when you choose to print the reports.  To access these reports, select Reports > E-File Reports

  • Double-click file name to view the report - The reports will be categorized by the type of report and date generated.

 

Email:

 

You can e-mail clients copies of their tax return or other tax related information securely through the encrypted e-mail center of PaperCut. To e-mail your client, you will need to obtain a valid e-mail address.

Compose: to send a new email. Choose the client you’d like to email from the list, then modify the email to your liking.
Sent Email: displays all the emails you sent.