I email clients a number of separate PDFs when finalizing their returns. Right now the print set is:
Engagement letter (if not signed previously)
Full copy of the return
To have TaxCycle produce each as a separate PDF they each have their own print set. I’d love it if I could say "these 4 print sets make up the “EMAIL SET” and only have to check off the one box instead of 4.
I also have 3 sets for clients that I am meeting in person (depending on which printer they are going to colour or b&w), and a printset for preseason email and one for preseason mail outs, and other things… the side of the client return gets a bit crowded!