Add watermarks to tax returns

When viewing a tax return on the Tax Return tab, you can add a variety of watermarks such as Confidential, Draft, Final copy, etc. This watermark will be included when printed or saved to PDF.

  1. Go to Clients > Client List and find the required client.

  2. From the applicable tax widget on the client dashboard, select the required return. The Status tab is shown by default.

  3. On the Tax Return tab, select a watermark option from the Add / Remove watermark list. You can also type your own watermark at the end of the list.