Printing Cover Pages

You can print a single cover page or you can print cover pages in bulk.

Note: To open and print a cover page, you first must have a PDF reader such as Adobe®Acrobat® Reader® installed on your computer.

Printing a Single Cover Page

To print a cover page, do the following:

  1. Open Scan Workstation.
  2. Select Print > Cover Pages/Target Sheets from the menu.
  3. Select US 1040 if you are processing a 1040 tax return. Select US 1041 if you are processing a 1041 tax return. This will print on your Cover Page.
  4. Enter a unique name for the document, and then click Add.
  5. Repeat steps 3 and 4 until you have added all the cover pages that you want to print to the list.
  6. Select Extraction Cover Page if you want to override the import folder settings and extract data from the PDF file.

    Note: If you use Force Specific Classification target sheets in a Scan job with an extraction cover page, 1040 and 1041 form information is not extracted from the documents associated with the Force Specific Classification target sheets.

  7. Click Print. Once printed, the documents are cleared from the list.
  8. Click Close.

Note: You can print target sheets at the same time you print cover pages. To do so, click the Target Sheets tab before you send the cover pages to print, and then add the target sheets. When you have added all the target sheets, click Print, and all the cover pages and target sheets will print at one time.

Bulk Printing Cover Pages

To print multiple cover pages, do the following:

  1. Create a text (.txt) file with a list of the cover pages to create.
    1. Open any text editing tool, e.g. Microsoft® Windows® Notepad.
    2. Enter as many cover pages as needed, with one cover page name per line.

      Example:

      John Smith 2018
      Elizabeth Smith 2018
      2018 John & Jane Doe
      2018 Rose Smith Trust

    3. Save the text file.
  2. Open Scan Workstation.
  3. Select Print > Create Cover Pages from File from the menu.
  4. Browse to the location of the .txt file containing the list of cover pages and open it.
  5. Make all necessary selections for catalog type and extraction cover page. You can also filter and sort through the list as needed.
  6. Click Print.
  7. Click Close.