Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements

is there an easy way to save a the worksheets as a pdf

When I save the tax file as a PDF it does not include the worksheets. For example the donation worksheet, the RRSP worksheet, the RPP worksheet, etc. none of these get saved in the PDF.

 

The only way to ensure I have a copy of the worksheets is to go into Forms view and print each of them individually.

 

In the forms view select 'file' 'print'. You then get the option to either print the return or print the individual form you are on at the time. If you select 'print return' it takes you out of forms view to the 'save a copy' screen where you can select to save a PDF. But the resulting PDF does not save the worksheets, just the forms that go with the return.

 

If you select 'print individual form' when it asks you to select a printer you can select Save-As-PDF. But it only saves that individual form/worksheet as PDF. You have to go through them one by one to save the worksheets. I cannot find any other way.

 

It is a real pain. Why doesn't TurboTax include an option to save the entire file including worksheets?

3 Replies

is there an easy way to save a the worksheets as a pdf

The worksheets are not officially part of your return, and many of the worksheets are not even the same as the CRA supplies with their tax packages.

 

But I will pass on your suggestion to our product development team. Thank you for your input. 

 

 

 

 

is there an easy way to save a the worksheets as a pdf

I know it is not part of the return. It makes no difference if they are the worksheets that CRA provides or not. Whatever worksheets in the TurboTax software that require data entry to post to actual schedules and forms are important pieces of information to remember and track how numbers that got posted into the return were derived. We need to be able to print/save copies of them. How else are we supposed to respond to CRA review questions if we do not have the worksheets that show how the numbers were derived that post onto the tax return? Kindly advise the development team of the criticality of the need for this audit trail.

is there an easy way to save a the worksheets as a pdf

I will pass on your comments & suggestions to our product development team. Thank you for your input.

 

 

Unlock tailored help options in your account.