When you use the steps in Define How Automatic Processing Reports Are Sent to SecureView to set up reports in any of the [company] > Company Maintenance > Reporting > Tax Filing folders or System > Tax > Filings > Reporting folders, those settings pertain to the client copies only.
If a client uses SecureView:
- The reports that would normally print out under the System > Tax > Filings > Client Copies tab are sent directly to the SecureView site instead.
- All other copies under the other System > Tax > Filings tabs are sent to the printer.
For all clients that do not use SecureView, all copies (including client copies) are sent to the printer.
For the next steps in setting up your system to use SecureView, see How to Set Up SecureView on Payentry®.