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Free trials & demos
Beneficiary Information > Print Reports dialog
Use this dialog to print various beneficiary reports.
To open this dialog, choose Beneficiary then Print Reports in the Beneficiary Information window.
Fields & buttons
Print button
After you select the desired report in the Print what group box, select this button to print the report.
Preview button
After you select the desired report in the Print what group box, select this button to preview the report on screen before you print the report.
Copies
Enter the number of copies of the report you want to print, or use the up and down arrows to change the number in this field.
Print where group box
Printer
Mark this checkbox if you want to print paper copies of the selected reports.
FileCabinet CS
This checkbox is available only if you are licensed for FileCabinet CS and have the application installed. Mark this checkbox if you want to store copies of the selected reports in FileCabinet CS. If you mark only this checkbox and not the
Printer
checkbox, the Print button on the right side of this dialog becomes the To Cabinet button. Select the To Cabinet button to print the selected reports to FileCabinet CS.Print what group box
Beneficiary information report
Select this option to print a report that details the beneficiary information for this client.
Print blank report
Mark this checkbox to print a blank Beneficiary Information Report.
Beneficiary list
Select this option to print a report that lists all beneficiaries.
Include TINs
Mark this checkbox to include each beneficiary's Taxpayer Identification Number (TIN) in the beneficiary list report.
This article applies to:
- Product: UltraTax CS
- Return type: 1041 Fiduciary