> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/filed-printer.md). # Filed Printer 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 {% embed url="" %} ## 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. {% embed url="" %} ## 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.filed.com/reference/plugins/filed-printer.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.