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Use this dialog or tab to select various options for printing client documents (including letters, filing instructions, and invoices), returns, elections, organizers (if you are licensed for the 1040 Client Organizer), and input screens. Print options can be set in one of two ways.
To Set Office-Wide Print Options:
If your security configuration requires the use of office-wide print options, choose Setup, Office Configuration, and then select the Print Options tab. In this situation, print options cannot be defined by each user. When specifying print options for firms with multiple office profiles, verify that the correct office is selected in the drop-down list at the top of the Office Configuration dialog.&To Set User-Defined Print Options for All Clients:
If your security configuration does not
require the use of office-wide print options, each user can set his/her own settings. To do so, choose Setup, User Preferences, then select the Print Options tab. The options set in this tab apply to all clients whose items are printed from this computer. Note that you may only set user-defined print options if you are licensed for the network version of UltraTax CS.Fields & buttons
Client documents checkboxes
To print the client ID, date printed, time printed, and/or page number at the top of each page for all client documents (which include all letters, filing instructions, invoices, and - if you are licensed for it - the 1040 Client Organizer pages), mark the appropriate checkboxes.
Other than client documents checkboxes
To print the client ID, date printed, time printed, and/or page number at the top of each page for all returns and extensions, mark the appropriate checkboxes.
Position of identifiers on pages
Use this slider to set the position of the items you selected in the Print at the top of each page group box.
Print client data in bold font
To print all client data on the returns, extensions, 1040 Client Organizer pages, and input screens in bold font, mark this checkbox.
If this checkbox is marked, UltraTax CS will automatically turn bold on when you add field notes or when attaching text to a form.
note
Letters, filing instructions, and invoices will
not
print in bold font.Print client data in capital letters
To print all client data on the returns, extensions, 1040 Client Organizer pages, and input screens in capital letters, mark this checkbox.
note
Letters, filing instructions, mailing slipsheets, invoices, and the diagnostic reports will
not
print in capital letters.Paginate statements by tax form
To print all statements for Schedule A, for example, and then begin a new page to print all statements for Schedule B and so on, mark this checkbox.
note
If you leave this checkbox blank, all statements will print continuously in one batch.
Allow landscape statements
Mark this checkbox to enable certain wide statements to print in landscape format.
Use Intelligent Mail Barcodes
To print the Intelligent Mail Barcodes (IMB) on all client mailing slipsheets and mailing labels instead of the standard POSTNET barcode, mark this checkbox and enter your Mailer ID (the six- or nine-digit numeric code assigned by the USPS).
Print Zip numbers on input screens
Each field on an input screen is assigned a "zip" number, which provides a convenient way to reference input screen fields. Mark this checkbox to print the input screens (with or without client data) with the zip numbers showing.
note
- Marking this checkbox does not affect the printing of client documents, returns, extensions, and/or organizer pages.
- The zip numbers will only appear on the printed input screens, not in a print preview.
Print date in preparer's block
To print the current date in the preparer block of the return or extension, mark this checkbox.
Print separator between collations
To print a separator page between each collation (government, client, and preparer), and to print a separator page between clients when printing tax returns, input screens, organizer pages, or extensions, mark this checkbox.
The separator page lists the client ID, client name, and the item you are printing.
Print separator between packages
Mark this checkbox to print a separator page between each package (such as partner or shareholder packages).
Print Zip numbers on Organizer forms
Mark this checkbox to have UltraTax CS print a zip number (used in zip mode data entry) on all organizer forms.
Print control total markers on Organizer forms
Mark this checkbox to have UltraTax CS print control totals (identified by a plus sign "+" next to amount fields and used for data entry validation) on all applicable organizer forms.
Include acknowledged items on the Diagnostics report
Mark this checkbox to include diagnostics that have already been acknowledged in the Diagnostics report.
Allow Federal forms to print with state returns for these collations (Government, Client, Preparer)
Mark or clear the appropriate checkboxes to allow or prevent federal copies of forms from printing with a state return. You can do so on the Government, Client, and Preparer collations by marking the corresponding checkbox.
Always print Form 8879 (etc.), regardless of signature status
After you receive a signed PIN form from your client and you update the Signature Document column in the Utilities then Electronic Filing Status dialog from "To Sign" to "Signed," UltraTax CS no longer prints the client's signature document. Mark this checkbox to
always
print a client's signature document (Form 8879 or equivalent) regardless of signature status.note
You can use the Signature Document column, enabled for returns that were filed by the Electronic Filing Return Originator (ERO) with an Electronic Filing PIN, to view your client's electronic filing signature status.
When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered leave signature date(s) blank or use current date
When the signature date is
not
entered in PIN Screen (1040) or ELF Screen (other products), choose Leave signature date(s) blank
and electronic filing signature documents, such as Form 8879, will leave the signature date blank. Or, choose Use current date
, and Form 8879 will use the current system date.Field masking applies to (SSNs/PTINs, EINs, Bank Numbers, Date of Birth)
Mark or clear the appropriate checkboxes to enable or disable the field masking feature, which causes UltraTax CS to hide confidential or sensitive information on tax returns and other documents in the preparer and client collations. You can choose to have UltraTax CS mask SSNs/PTINS, EINS, Bank Numbers, or Dates of Birth by marking the corresponding checkbox for each item. Note that all of these checkboxes are marked by default.
note
UltraTax CS will also mask Electronic Filing Identification Numbers (EFINs) if either the
SSNs/PTINs
or EINs
checkbox is marked.Mailing slipsheets button
Select this button to open the Mailing Slipsheets dialog, which you can use to specify various print settings related to mailing slipsheets.
Page Layout and Shading button
Select this button to open the Page Layout and Shading dialog in which you can set layout and shading options for the following items.
- The three return collations (government, client, and preparer).
- Organizer pages if you are licensed for the 1040 Client Organizer.
- Input screens.
- Client documents including letters, filing instructions, and invoices.
Watermarks button
Select this button to open the Watermarks dialog, which you can use to create or edit watermarks for use on the government, client, or preparer return collations.