Filed Printer

Print from any desktop app straight into your Filed workspace.

Filed Printer is a virtual printer that appears in the operating system's printer list alongside regular physical printers. Anywhere a preparer can print - tax software, a browser, a PDF viewer - they can choose Filed Printer from the printer list and the document is sent directly into their Filed workspace. No manual export, no file picker, no upload step.

The primary use case is printing tax returns for AI review. Filed uses the taxpayer's SSN embedded in 1040 returns to automatically match the printed document to the correct client in the workspace.

Filed Printer uses the Internet Printing Protocol (IPP), a standard supported natively by both Windows and macOS.

Before you start

• An active Filed workspace

• A Windows or macOS computer

• Permission to add plugins in the workspace

Each team member must set up Filed Printer on their own computer. The setup is per-user and per-workspace: if the firm uses more than one Filed workspace, the setup must be completed separately for each workspace, because each workspace has its own unique printer URL.

Connect Filed Printer in Filed

Add the printer on Windows

Add the printer on Mac

Send a document to Filed

Once the printer is set up in the OS, printing to Filed works the same as printing to any printer. From the tax software, browser, or PDF viewer, open the print dialog, select Filed Printer from the printer list, and print. The document is transmitted to the workspace automatically.

For 1040 returns, Filed reads the taxpayer's SSN from the printed file and links the document to the correct client without any manual matching.

Find your printed files in Filed

Printed files land in the client's record under AI Review. Go to the client in Filed, open AI Review, and the printed return appears alongside any files uploaded manually. Select the file and click Create Review to start the AI review.

Troubleshooting

Files not appearing after printing. Check two things:

• Filed Printer shows as Connected under Plugins > Filed Printer.

• The printer selected in the OS at print time was for the correct workspace.

Each workspace has its own printer URL, so using a different workspace's printer sends the file to the wrong place.

Filed shows Connected but the printer is missing from the OS. Filed marks the printer connection as Connected during the setup flow, before the printer URL is displayed. Filed does not verify that the OS-level printer was successfully added. If the printer is missing from the operating system, repeat the OS setup steps for Windows or Mac above.

Wrong workspace. If the firm has multiple workspaces, each workspace has its own URL and queue string. Check the printer name saved in the OS against the workspace the file should land in. If they do not match, add the correct workspace's printer in the OS settings.

Manage your printer connections

The Filed Printer connection is visible under Plugins > Filed Printer in the Filed web app. From there, the connection can be viewed or disconnected.

Removing a Filed Printer connection in Filed stops new prints from arriving in that workspace. It does not remove the printer from the operating system. After disconnecting in Filed, the preparer must also delete the printer from the OS printer list manually (Printers & Scanners on Windows or macOS) to prevent print jobs from being sent to a connection that no longer exists.