1) Open Tax Manager from APS Applications


2) Search the client and select "Tax Returns" on the left hand menu


3) Expand the desired Year, find the correct Tax Return


4) Right click > Print (see image below)


5) Select Template from dropdown or manually indicate which pages you would like included (see image below)


6) Click Export and select where you would like the document saved to (see image below)



7) The PDF generated will be text-searchable and can be pushed into DMS from this point if needed.