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Print Options dialog
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Use this dialog to select the forms and schedules; shareholder, partner, beneficiary, or participant packages (for 1120S, 1065, 1041, or 5500 clients); organizer pages (if you are licensed for the UltraTax/1040 Client Organizer); or input screens to print for the open client.
Changes made in this dialog affect only the current print job. Note that you can also change the collations for all clients.
To open this dialog, select the Options button in the Print Returns, Print Extensions, or Print Organizers dialog.
The tabs contained in the Print Options dialog will vary depending on the clients and/or documents you have selected to print. Each tab and the fields and buttons it contains are described below.
Selected Returns/Selected Screens tab
Use the tabs to select the federal and/or state returns you want to print for the client. You can also choose certain pages of the federal return to print with complete state returns, and can choose the inserts for combined client documents and choose what is included on the invoice. One of these tabs appear in the Print Options dialog when you print any of the following:
- A tax return for a client that has one or more states attached to the federal return, or multiple tax returns for a batch of clients.
- An extension for a client that has one or more states attached to the federal return, or multiple extensions for a batch of clients.
- Input screens for a client that has one or more states attached to the federal return, or input screens for a batch of clients.noteWhen you select thePrint&Input Screensoption under the File Menu, and then select the Options button in the Print Input Screens dialog, the Selected Screens tab displays instead of the Selected Returns tab.
Select returns to print list
Use this list to designate which returns will print with the current print job. If you are printing returns for a single client, you can choose to print each state return as well as the federal return by marking the appropriate checkboxes. If you are printing returns for multiple clients, use the
Federal
and state&
checkboxes to determine which returns will print.- Mark Federalbutton: Select this button to mark only the federal return and clear all other attached returns.
- Mark Statesbutton: Select this button to mark all attached state returns and clear the federal return.
- Mark PPTbutton: Select this button to mark all attached PPT states and clear all other returns.
- Mark Packages& button: Select this button to mark only the shareholder, partner, or beneficiary packages and clear all other items.&
- Unmark All/Mark Allbutton: Select this button to clear or mark all returns. This button changes based on the current selection.
Additional pages group box
Use the checkboxes in this group box to select additional documents for printing. Note that these checkboxes are available only when you have selected state returns for printing but have cleared the
Federal
checkbox in the Select returns to print list.Return inclusion group box
Use the options in this group box to determine which client documents will print with the selected returns.
- Use theinstruction letteroptions to determine whether UltraTax CS will print the inserts for all of the client's returns or only for those returns that you selected to print with the current job.noteThis option is only used if you have chosen to combine either the federal and state filing instructions or the transmittal letter and filing instructions using the options in the Document format group box in the Setup then [Entity] Information dialog.
- Use theinvoiceoptions to determine whether the invoice will include forms and prices for all of the client's returns or only for the returns that you selected to print with the current job.
- Use thelist of returnsoptions to determine if the list of returns will include all forms listed in the client or only list the forms for the returns that you selected to print with the current print job.
Selected Pages tab
Use this tab to print individual pages of the federal and/or state returns. This tab appears in the Print Options dialog when you print a tax return, input screens, or organizer for a single client.
Select pages / packages list
Mark or clear the checkboxes in this list to select and deselect the pages or packages you want to print for the open client.
note
- Changes made in this tab affect only the current print job and apply only if you print items for a single client.
- If you modify the Selected Pages tab and select OK, theClient copycheckbox on the Print Returns dialog becomes thePrint Selected Formscheckbox.
- If the Selected Returns tab has been modified, the Selected Pages tab is not available.
Mark all & Unmark all buttons
Select these buttons to either mark or clear all items in the list for printing.
- Mark Federalbutton: Select this button to mark only the federal return and clear all other attached returns.
- Mark Statesbutton: Select this button to mark all attached state returns and clear the federal return.
- Mark PPTbutton: Select this button to mark all attached PPT states and clear all other returns.
- Unmark All/Mark Allbutton: Select this button to clear or mark all returns. This button changes based on the current selection.
Selected Packages tab
This tab allows you to select the shareholders, partners, beneficiaries, or participants to print. This tab appears in the Print Options dialog when you print an 1120S, 1065, 1041, or 5500 tax return with at least one shareholder, partner, beneficiary, or participant, respectively.
Select pages / packages list
Mark or clear the checkboxes in this list to select and deselect the pages or packages you want to print for the open client.
note
Changes made in this tab affect only the current print job and apply only if you print items for a single client.
Mark all & Unmark all buttons
Select these buttons to either mark or clear all items in the list for printing.
- Mark Federalbutton: Select this button to mark only the federal return and clear all other attached returns.
- Mark Statesbutton: Select this button to mark all attached state returns and clear the federal return.
- Mark PPTbutton: Select this button to mark all attached PPT states and clear all other returns.
- Unmark All/Mark Allbutton: Select this button to clear or mark all returns. This button changes based on the current selection.
Extension Print Options tab
This tab enables you to select the extension you want to print. This tab is available when the Print Options dialog is opened the Options button on the File then Print& Extension dialog.
Which group box
Select the option that corresponds to the extension form you want to print.
Print Options dialog Overview
Options group box
- Mark thePrint an extra copy of state extensions when filing the federal extension electronicallycheckbox to have UltraTax CS print an extra copy of state extensions when you choose to file the federal extension electronically. (Note that this checkbox is only applicable if you marked theCreate electronic filecheckbox under theExtensionoption in the Print Returns dialog.)
- Mark theSuppress client documentscheckbox to prevent UltraTax CS from printing the extension client documents without having to edit the print collation.
- Mark thePrint estimates with extensioncheckbox to include estimates when printing the extension.